AMZN 全部观点

Moving on to Amazon started the week at 261. Shares caught a bid late in the week, up nearly 1.8% 8% to finish the week at 266.

AWS and Nvidia striking a strategic partnership for $2 million 2 million additional GPUs. It's going to cost way more than $2 million. 2 million Nvidia GPUs is billions of dollars.

This is on top of the 1 million GPUs that Amazon agreed to buy starting in 2026.

Amazon now I have had it here at a 7% return but I am the one that was discussing Amazon at 90 as a buy value. Now it's much different.

Microsoft, Apple, Amazon, Google, they're all slightly lower this morning.

particularly when you are talking about companies like Google and Microsoft and Amazon that have a long history of making capital investments into things that people go why are you doing that that's never going to make money and then it turns around and it makes billions of dollars in revenue right

Baupost added 20% to their Amazon stake, which is right at the top of their portfolio, now occupying 16%. So, it is ripping clear in that number one spot.

But, interestingly this quarter, I also want to point out that Bill Ackman, who we spoke about last quarter for buying Amazon, well, he's actually pulled back. He's reduced his Amazon stake by 25%.

If you own Amazon, some of the smartest investors on the planet are loading up on this stock while the insiders who run the company are cashing out billions. The stock just hit an all-time high, pulled back, and now it's sitting in what investors are calling no man's land.

So, who's right? The billionaires buying or the executive selling? Today, we're going to have three bull cases and three bare cases, and then we're going to run the numbers ourselves and find out what Amazon is really worth.

Amazon, which is also a very big position. Now, when we look at these top three positions, I just want to show you how close together they are. Google's 13.8%, Mastercard's 13.3, and Amazon's 12.8.

So they're almost evenly weighted and then whatever direction they trade, whatever one has a good week or a good month, that one will leaprog to the top place position. So far, Google has held its own for quite some time, but Amazon has been working its way up more recently.

Amazon is a $191,000 position, $67,000 of that being gains. Now, when I look at Amazon, the buyin target for this one is at $200 per share. If Amazon reaches $200 first, then this company's getting the $10,000.

Amazon is my largest investment, and right now, on a price-to-operating-cash-flow basis, it looks cheap, but it may not be as cheap as I think

Amazon's operating thesis remains strong, but the stock price already discounts substantial execution. Growth in AWS, advertising, and AI-related growth. These are the things that I'm a big fan of myself.

The balance sheet is robust, while free cash flow is more sensitive to capital expenditures than the headline operating cash flow suggests. So, that right there makes me think instead of just looking at it on a price to operating cash flow basis, I need to now start thinking about free cash flow with Amazon because of their big investment cycle. So, that right there is interesting to me.

Hi, I'm Jimmy. In this video, we're looking at Amazon, ticker symbol AMZN. Now, when I was doing the research for this video, I actually came across an interesting fact. So, first, on the Investors Grow website, you can see here that when we look at the star system, these stars are pretty good.

Three stars is the best, and right now it looks fairly good.

Then, in late June, the index providers did their annual rebalance. They moved those chip stocks out of the value index and into the growth index and moved Amazon, Apple, and Microsoft the other way into value.

And the timing was, by complete accident, absolutely perfect. The chips got sold right at the top of their run, just before they rolled over, and the value index picked up the big tech names right as they were touching their lows.

Moving on to Amazon, start of the week at 263. Shares went up and down, roughly flat technically, kind of in a decent spot for Amazon. Shares closed at 258. That was down about 1.6%.

The company is piling into Austin, Texas like a lot of companies are to build a new robotics facility, essentially creating 300 to 500 manufacturing and engineering jobs.

Stocks like Amazon. Um let me just erase that from a prior drawing. I have been looking to buy this, but I haven't bought it yet because we have a declining 5-day moving average and we see we're still heading lower from there.

This is the anchor from the Leo low. I don't think it's really important for Amazon.

Massive tech companies like Amazon, Google, McDougall, Meta are borrowing heavily to build data centers and finance artificial intelligence infrastructure.

What about my lovely amazing on Amazon stock, right? Look at free cash flow that was piling up. Their free cash flow was exploding at Amazon, right? And now it's gone into the negatives and it's going to get a lot worse before it gets better.

That's the thing you got to understand. it, you know, it' be one thing if it's like, okay, that's it. You know, we're heading back up from here. It's not, and it's not anytime soon.

Like, it's going to get a lot worse for at least a year or two, but it's also debatable if it's going to be three or four years of the cash flow getting worse and worse and worse.

Now, you get to see what's going on here. Right? This is free cash flow per share. Oh my gosh, look what has happened at the great old amazing zone.

and I believe you're pretty heavily invested in Mata Libre, Amazon, but but also Reddit and some other names, too.

But how about we jump to our other Mag 7 name in the portfolio. So Amazon has been a holding since February of this year when we bought it in the 190 range per share and it has corrected over the last few weeks.

So returns are a little lower than they were when Amazon was trading at as high as $270 per share.

Amazon, AMZN. This one I absolutely love between the e-commerce side, the AWS side, which is accelerating rapidly right now in regards to growth rates, and then they got their ads business, and they got a bunch of other businesses, but those three are the cores, right?

And so this one's definitely an honorable mention.

Um I think you know both Google and Amazon had similar results where cloud grew just ex almost wouldn't say exponentially but accelerated in terms of growth um to I think growth rates especially for Amazon that we haven't seen in many years.

Um, if we look at these and I would have to choose just one company that still exists at that point, I think it would be either Google or the next one that I pull up now and that would be Amazon.

Across the five biggest AI spenders, including Amazon, Microsoft, Alphabet, Meta, and Oracle, 20026 capex, guidance now totals more than $725 billion.

And Amazon is leading the pack at $220 billion. It's a number that their CEO Andy Jasse raised from their original 200 billion guidance that was issued during their Q2 earnings call last week. Andy Jasse blamed higher memory costs.