Posts
AMZN-Explain to me like I'm regarded
Amazon's earnings report seemed worse than Google's and the most of their EPS beat is based on Anthropic valuation. A bit confused why Google plunged while Amazon went up hugely. Please teach me not to be regarded.
Microsoft's $480 billion rally fuels a debate: financial nihilism or the true AI moat, finally coming into view?
Those who bought $AMZN puts and $APPL calls
Japan carries out yen-buying intervention as US executes rate check
It started as a rumor around 4 hours ago, but Nikkei has just confirmed it. The Japanese government intervened in foreign-exchange markets to buy yen and sell dollars on Thursday, while U.S. authorities executed a rate check, a move often seen as a precursor to intervention, according to market participants. …
Reddit crushes revenue and earnings estimates, issues strong guidance
Take me to heaven Jeffrey Bezos
Heavy AI CapEx isn't a mistake. It's Amazon's character
I know someone has to say this here and probably take all the negativity for it. So I'll go for it. Amazon has never been a company that focused on paying big dividends or maximizing profits every quarter. It has always reinvested heavily into the future. People questioned the spending …
Thoughts on Leopold selling all his stocks today
I just read the news that he sold all his stocks. I can’t believe he was on leverage first of all up to 4x from what I read . My main question is do you guys think citadel did this on purpose crashing AI stocks so he would be liquidated. …
Amazon Q2 Earnings Call Live Transcript
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Apple Q3 Earnings Call Live Transcript
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