$AMZN — FinTwit mentions on Surfaced

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$AMZN

Amazon.com Inc

$AMZN

Amazon.com Inc

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About this stock

Over the past 12 months, $AMZN generated 1,849 mentions from 74 distinct FinTwit voices, with the conversation dominated by long research content. The most active voice discussing Amazon is @stocksavvyshay (Shay Boloor) with 382 mentions, followed by @jasonl_capital (Jason Luongo) with 182 mentions and @aleabitoreddit (Serenity) with 149 mentions. The first mention in the archive appeared on July 10, 2025, while discussion has continued through July 8, 2026.

Recent discussions from @stocksavvyshay have focused on Amazon's infrastructure expansion and artificial intelligence initiatives. Notable topics include a planned $5 billion investment in Philippine AWS cloud infrastructure over 15 years, a partnership between AWS and Warner Bros. Discovery on an agentic AI advertising platform, and development of an Alexa AI project called Moonraker designed to handle multi-step tasks. The most recent mentions span infrastructure developments, business partnerships, and internal AI project costs.

AI-generated from tracked posts · updated Jul 9, 2026

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@aleabitoredditJul 10, 2026 · 6:17 PM

Regarding $AMZN RNG + OpenAI’s MRC and VCSELs. In what appears to be an indirect response on B. Riley's $AAOI sell report regarding optimizations that "flattens networks and cuts transceiver TAM 40-50%". Rosenblatt TLDR: They've already modeled for this, even though each XPU may use fewer transceivers. The number of XPUs is growing so quickly that total optical demand should still rise. On lasers architectures for CPO: VCSELs are useful as a credible bridge for NPO/short reach. Ideal architecture though for CPO is UHP CW over other lasers, and cites Broadcom for that statements. Which happens to supports my core $SIVE thesis. I feel like Rosenblatt and I share the same views on a lot of things, I like the way they roll.

@stocksavvyshayJul 9, 2026 · 6:31 PM

$AMZN Shipping is reportedly targeting $FDX and $UPS customers with lower parcel pricing and fewer surcharges. Some customers are saving up to $6 per package while one large retailer could cut annual shipping costs by more than 33% by shifting volume to Amazon. https://t.co/LRpcBvBgVc

@yasutaketinJul 9, 2026 · 11:22 AM

$AMZN （Amazon）は最近、実際に社債発行を実施しました。 7月7日（現地時間）に250億ドル（約4兆円規模）の米ドル建て投資適格社債を発行しました（8トランシェ構成、3年〜40年満期）。 • 目的: 一般企業目的（AIインフラ・データセンター投資、設備投資、債務返済など）。2026年の設備投資予算が約2,000億ドル規模と巨額で、内部キャッシュだけでは賄いきれず外部調達を活用する動きの一環です。 • 需要: ピークで約620億ドルの注文が集まりました（約2.5倍のオーバーサブスクライブ）。ただし、3月の370億ドル規模発行時（需要が2倍以上だった）と比べると需要は明らかに落ち着いています。 • 今後の予定: この発行で2026年の米ドル建て資金調達は完了したとされ、これ以上の米ドル建て社債発行は opportunistic（好機を捉えたもの）以外は予定していないと報じられています

@stocksavvyshayJul 8, 2026 · 7:53 PM

$AMZN plans to invest $5B in the Philippines over the next 15 years to expand AWS cloud infrastructure in Southeast Asia. The investment is expected to support a new AWS region with multiple data centers, improving cloud capacity and creating local job https://t.co/lOk9VI22QI

@unusual_whalesJul 7, 2026 · 2:57 PM

Amazon, $AMZN, is looking to raise at least $25 billion from a US dollar bond sale, per Bloomberg

@stocksavvyshayJul 7, 2026 · 12:40 PM

$AMZN plans to raise at least $25B through an eight-part U.S. dollar bond sale. https://t.co/t8TmxK06lR

@stocksavvyshayJul 6, 2026 · 12:01 PM

Morgan Stanley says the AI trade is rotating away from the stocks that led the rally with indexes likely to stay pressured as the “momentum unwind” hits larger index names. The firm now favors $MSFT, $AMZN and $META over chipmakers arguing hyperscalers remain attractive AI plays because of their strong core businesses.

@ckcapitalxxJul 4, 2026 · 2:59 PM

$NOK has stacked up deal after deal for two straight weeks and the stock has done nothing but bleed, down roughly 30% from its June highs while the news flow gets better by the day. Here is all that has happened. >>Orange Belgium, this week. Nokia selected as the SOLE supplier for a multi-year transformation of the operator’s entire transport network, unifying fixed and mobile into one converged optical network across Belgium, running 400G and beyond. >>The Google deal. Gemini AI agents embedded directly into Nokia’s network software, layering high margin AI on top of the hardware they already sell. >>The Amazon deal. Nokia’s Autonomous Networks Fabric running on AWS, building toward fully self-driving networks with the biggest cloud on earth. >>The Pennsylvania expansion. A major buildout of their photonic chip facility, one of the only advanced semiconductor packaging plants on US soil, part of a multi-billion dollar US manufacturing push the administration keeps spotlighting. >>Four insiders bought on the open market last month between $15.34 and $16.02. The stock trades around $12, well below every price they paid. The numbers also speak loud. AI and cloud revenue up 49% last quarter. Optical networks up 20% on hyperscaler demand. A $1 billion NVIDIA investment behind the 6G push. EUR 1 billion order backlog. $GOOG, $AMZN, Orange, the US government, and their own executives all committing to Nokia in the same month the market sold it down 30%. Earnings July 23. The disconnect gets resolved one way or another.

@aleabitoredditJul 4, 2026 · 10:23 AM

Bruh, when I first tried out ChatGPT around 2023, I thought it LLMs were garbage at coding. 3Y later, Mythos is considered a modern day “nuke” for cybersecurity. People keep saying humanoids can’t do X or Y task today like plumbing or DC wiring. No sht, but it’s about where things are heading over the few years. And it’s clear to me and VC apparently that we’ve just hit the inflection point where soon: majority of labor you think is human-only, can be replaced by robotics/humanoids. You're already seeing this too with internal strategies: Remember $AMZN leaked strat planned to avoid hiring 600,000 workers by them with robots like $CCXI? If you see past the "assistive robotics" public image framing to prevent protest, it's clear the goals is maximizing, opex efficiency. The main areas I think are safe however are regulation bound (eg. Medicine), ultra specialized labor, or require human/emotional connections. But I think you'll be blown away by the rate of change when frontier technologies become national security races between US and China... especially when China is currently in the lead.

@ckcapitalxxJul 3, 2026 · 8:06 PM

No matter how the S-4 turns out, money is piling into $CCXI. It is the only ticker in the US market that gets you a pure play humanoid company. A robot maker, backed by $NVDA, $AMZN, Softbank, and Foxconn, with $300 million in binding orders already signed. The hottest theme in the market and exactly one way to play it. Flows find scarcity every time.

@ftr_investorsJul 3, 2026 · 8:40 AM

$AMZN Amazon plans to launch its Leo satellite internet service later this year after reaching 394 satellites in orbit. The network will initially cover limited regions and gradually expand, becoming a growing competitor to SpaceX's Starlink 🛰️📶 https://t.co/hICps5jdDT

@ftr_investorsJul 2, 2026 · 8:01 AM

$AMZN Amazon is expanding its in-house AI chip strategy with its AZ3 and AZ3 Pro chips, powering devices like Echo Show and Fire TV. The company also teased a new generation of AI-powered portable devices coming soon 🤖📱 https://t.co/tvZro7NT49

@aleabitoredditJun 30, 2026 · 4:34 PM

Yep! Agility Robotics is currently my favorite humanoid/robotics position. They're set to be listed on NASDAQ via $CCXI as early as September (per Digitimes). Just for informational purposes: Their V4 humanoid robot is already operating in sites like Amazon. And have V5 slated for mass production next year (they have a 10,000+ /year capacity). Investors include Foxconn, $NVDA, $AMZN, Softbank, and now Serenity. I've been personally waiting for humanoid exposure for awhile (Agility is set to be the first US pure-play listed one) to the point I was actually planning on investing in Unitree's IPO. But I'm glad now I personally have a compelling alternative now since I prefer to invest capital to build up Made in America supply chains (75% of their components are US-sourced from investor desks). There are risks assigned to SPACs such as listing delays, or cancellation. But excited to see what happens next with developments. I do hope this encourages other frontier companies to go public early on.

@stocksavvyshayJun 30, 2026 · 2:21 PM

@VanquishTrader $AMZN going to be a massive winner within robotics thematic

@stocksavvyshayJun 29, 2026 · 4:12 PM

$AMZN and Anthropic reportedly renegotiated part of their deal to price Claude usage by tokens instead of compute hours starting next year. Amazon is now looking at OpenAI and its own Nova models to help lower AI costs. https://t.co/VeCwzXjMPk

@aleabitoredditJun 29, 2026 · 9:54 AM

$GM cuts 1,000 workers and replaces them with 50 robots (Jun 22nd report) Reports also show GM is working on a deal with $NVDA on factory robotics. This is industry validation for robotics, since it likely demonstrates increased opex margins + efficiency from employee automation. Especially from companies like $AMZN to General Motors with assembly/warehouse lines that have high headcount. I think the technology is already here and use cases are already proven. Robotics/Humanoids are just pre-scale right now. The wording from large companies is “assistive robotics”… But in all honesty, it’s here to automate away the human workforce and increase profitability. I don’t think companies want to be paying insurance, salaries, etc. when robots can do a better job, and 24/7, so very sad to see potential job losses in the future from robotics automation. Whether people like it or not; seems like the inflection point for robotics is here.

@stocksavvyshayJun 28, 2026 · 4:36 PM

$AMZN is on track to become the first company to cross $1 trillion in annual revenue by 2028. What makes that possible is that Amazon has become one of the most important infrastructure companies in the world compounding across commerce, cloud, logistics, ads and AI all at once https://t.co/uLg17DNUml

@aleabitoredditJun 27, 2026 · 8:42 AM

Robotics is next. Both deal count and investment amounts are skyrocketing per pitchbook March data (source: a16z) Good thing is: the same AI DC exposure often has cross-exposure to humanoid ramp. Like DRAM/NAND with memory (on humanoid inference/storage) or DFB lasers with photonics (FMCW LiDAR vision/sensing). Right now most exposure is upstream component parts… or programs within large players like $AMZN or $TSLA. So global IPO season H2 into 2027 for pure play humanoids/robotics companies is going to be fun.

@unusual_whalesJun 26, 2026 · 4:17 PM

Amazon, $AMZN, AWS is reportedly raising prices on its EC2 Capacity Block reservations for machine-learning GPU instances by approximately 20% effective July 1, 2026, per Investing. com.

@stocksavvyshayJun 26, 2026 · 11:24 AM

$AMZN is reportedly raising GPU instance prices by 20% next month which is another sign that AI compute scarcity is turning into pricing power across the infrastructure stack. $NVDA captures the silicon margin, $MU captures HBM and DRAM pricing, AWS captures the instance markup and AI application companies are left absorbing the cost.

@investmentguru_Jun 25, 2026 · 10:14 AM

$AMZN TO INVEST ADDITIONAL $13B IN INDIA 🇮🇳 FOR AI BY 2030

@stocksavvyshayJun 25, 2026 · 9:32 AM

$AMZN is investing another $13B into India AI and cloud infrastructure bringing its 2026-2030 India commitment to $48B. The buildout expands AWS capacity in Mumbai and Hyderabad as Amazon leans deeper into India’s AI growth. https://t.co/4G18c9neaC

@stocksavvyshayJun 24, 2026 · 3:29 PM

$AMZN Zoox unveiled the “next evolution” of its robotaxi ahead of a wider U.S. rollout. Updates include upgraded touchscreens, more comfortable seats, improved headrests and interior tweaks designed to make the ride more passenger-friendly. https://t.co/w3IIHqb3a2

@kawzinvestsJun 24, 2026 · 3:24 PM

$NOK added AWS, Google Gemini, and Databricks to its autonomous networks platform in the same week. The stock didn't move. To understand why this matters, you need to know what Level 4 network autonomy actually means. Right now telecom networks need human engineers to detect problems, diagnose them, and decide what to do. Level 4 is where the network does all of that itself. No ticket, no escalation, no 2am phone call to an on-call engineer. Nokia already has operators running at 90%+ automation rates and getting new services live in under four hours. That used to take weeks. What changed this week is the infrastructure layer behind it. Instead of building their own cloud stack, operators now plug into AWS for compute, Bedrock and SageMaker for AI, Databricks for data, and Gemini for the agent layer. Nokia brings the telecom-trained models that know what a real network fault looks like. AWS and Google bring the scale. Three of the biggest cloud partnerships in enterprise tech, all announced in seven days. The market is still pricing this with a legacy telecom valuation. $NOK $AMZN $GOOG

@jasonl_capitalJun 24, 2026 · 1:27 PM

I believe that these 10 stocks will outperform the market over the next 5 years: 1. $AMZN - Amazon Q1 revenue $181.5B (+17% YoY). AWS hit $37.6B in revenue growing 28% YoY - the fastest growth in 15 quarters. AI run rate within AWS now exceeds $15B and is scaling faster than AWS itself did in its early years. The infrastructure backbone of the internet and now AI.

@investmentguru_Jun 24, 2026 · 1:16 PM

$NOK is expanding its autonomous network push with $AMZN AWS and Databricks.

@bullofbritainJun 24, 2026 · 8:29 AM

$KEEL has been completly immovable in this chop, has been such a nice hedge for the port. A lot of the strength comes from it's - pricing in ahead of the $AMZN deal - despite no public confirmation yet. Should probably assume that it will be a sell the news event. In which I will buy-in if we sell off. Management expects 3/3 lease deals to be made this year, which should re-rate the company from anywhere to 5-7B.

@aleabitoredditJun 24, 2026 · 5:36 AM

Don’t quite think “siphoned off” is the correct term. It’s capex for massive revenue increase or margin increase down the line. $AMZN is probably my favorite hyperscaler right now and example to give. Amazon’s headcount is absurd, like ~1.57M. If the capex goes into automating their workforce with LLMs. Then transitioning into physical AI: - things from self driving (deliveries) - robotics (Amazon warehouses, shipping automation). + revenue increase from building out AWS compute with Trainium and possibly selling chips too with the Neocloud strat. It’s probably the clearest path forward compared to every hyperscaler out there. $TSLA optimus use case targets is extremely broad as a pitch, but Amazon already has a specific reason to scale robotics for internal opex optimization. As for $GOOGL, probably 2nd right now, AI capex was necessary for defending its Google Search moat Gemini from ChatGPT They also have Google Cloud revenue with efficient TPUs + can sell TPUs like Nvidia GPUs. Gemini user volumes keep going up (despite the lack of contention in frontier benchmarks); and AI strategy to be working for ad optimization too. But there’s less clear paths with physical AI stuff ig? Microsoft and Meta are still trying to convince the market why capex is necessary, (we’re kinda seeing that in effect with Meta’s 30%+ Y/Y revenue growth), but doesn’t look like they’re convinced. As for market narratives, Microsoft Maia seems to be behind, their AI development was stunted from OpenAi investments, so sentiment is kinda in the ground. But think that will change down the road like the 180 with Google. I’m sure all the hyperscalers are seeing the leader effect right now: If you have the leading LLM, people will keep using it. That LLM gets smarter from all the training data; and that gap might be structural. Which is why everyone is kinda rushing the buildout right now, but for some the immediate incentives seem obvious.

@stocksavvyshayJun 23, 2026 · 8:53 PM

$CBRS Q1 EARNINGS • Revenue $193M vs Est. $181M (+92% YoY) • EBITDA $13M vs. Est. ($5M) FY26 Outlook • Revenue $860M vs Est. $830M (+69% YoY) • Gross Margin 40% vs. Est. 44% The company also announced a $20B+ OpenAI deal for 750MW of capacity and new $AMZN AWS partnership focused on fast inference.

@yasutaketinJun 21, 2026 · 1:36 AM

クラウド・データセンターはスケールメリットが効くはずで、 $AMZN は安いと感じる。 $NBIS や $DOCN が高く評価されるなら、なぜ AWS や Azure の評価が低いのか。

@unusual_whalesJun 18, 2026 · 7:37 PM

Amazon, $AMZN, in talks to sell Nvidia, $NVDA, rival chips to other companies, per Bloomberg.

@itschrisrayJun 18, 2026 · 3:30 PM

If I had to buy one of the mega caps today, it’d be $AMZN hands down. Not even a close second, imo.

@alphaticaioJun 18, 2026 · 3:26 PM

BREAKING NEWS: Amazon is in discussions to sell its custom AI chips to external customers. That makes Amazon a direct Nvidia competitor, not just a customer. Until now, Amazon's Trainium and Inferentia chips were internal to AWS. Customers accessed them through cloud services. Amazon captured the margin on the compute, not on the silicon. Selling the chips directly changes the economics of the entire AI hardware market. If Amazon can offer Nvidia-competitive performance at a lower price point, every company building AI infrastructure now has an alternative at the silicon layer. That is the layer Nvidia has controlled with 80%+ market share. The timing matters. This week alone: AMD signed a 30 MW infrastructure deal with Rackspace. Intel's 18A-P entered risk production on schedule. Microsoft is considering DeepSeek over OpenAI inside Copilot to cut inference costs. SpaceX acquired Cursor and is building its own AI stack through xAI. The entire AI supply chain is diversifying away from single-vendor dependence. Amazon selling chips externally is the largest signal yet that the hyperscalers view silicon as a competitive weapon, not just an internal cost optimization. For Nvidia: the moat is the software stack, not the silicon. CUDA, the domain-optimized libraries, and the ecosystem lock-in are what keep customers from switching. Jensen Huang said exactly this at the BofA conference we covered. The question is whether Amazon's chip comes with a software stack good enough to challenge that. The AI hardware market just got its most significant new entrant. $AMZN $NVDA

@stocksavvyshayJun 18, 2026 · 3:19 PM

$AMZN is reportedly in talks to sell its custom AI chips directly into other companies’ data centers. Amazon says Trainium already supports $UBER, OpenAI and Anthropic which has driven more than $225B in revenue commitments and remains largely sold out. https://t.co/mypTX5LUF9

@stocksavvyshayJun 17, 2026 · 5:09 PM

$AMZN is seeing rising demand for Trainium and Inferentia as customers scale AI infrastructure in an era of compute abundance. The main draw is cost with some inference workloads reportedly up to 80% cheaper than H100s though Inferentia isn’t yet ready for AWS Outposts testing. https://t.co/cgIoTSU4Ae

@wliangJun 16, 2026 · 2:33 PM

$SPCX has now surpassed $AMZN as the 5th most valuable company on Earth at ~$3T. Also just acquired Cursor for $60B (competes directly with Anthropic and OpenAI coding tools). Combined with Starlink and xAI, this is a vertically integrated AI play - not just a rocket company, contrary to popular belief. Doesn't exactly tie into our space computing thesis yet, but the space + AI convergence could definitely enable it in the near future...

@stocksavvyshayJun 15, 2026 · 7:30 PM

$AMZN AWS is deepening its partnership with QuEra to bring fault-tolerant quantum computing to Amazon Braket by 2028. AWS positioning quantum as a future part of its accelerated compute stack alongside CPUs, GPUs and AI accelerators. https://t.co/K0P5LiJBm5

@stocksavvyshayJun 14, 2026 · 3:32 PM

$MSFT 10 years ago: • $50/share (split-adjusted basis) • 21x earnings • Written off as a legacy Windows-and-Office giant that missed mobile with Azure a distant #2 behind $AMZN AWS $MSFT today: • $390/share • 21x earnings • Enterprise AI distribution layer with Intelligent Cloud at a ~$135B revenue run-rate and ~$630B of commercial RPO (+99% YoY) Microsoft sits at a decade-low valuation because the market is pricing in three fears: AI capex pressure, OpenAI concentration and risk that AI erodes the per-seat subscription model Microsoft was built on. But the part the market may be missing is Microsoft's distribution rail for enterprise AI and how Copilot converts the seat base from a thing AI might shrink into the channel AI gets sold through. Add ~$630B of pre-sold backlog and you’re paying a melting-ice-cube multiple for the company holding the match.

@itschrisrayJun 10, 2026 · 7:50 PM

$AMZN back down to a $2.5T market cap… feels pretty cheap here. 🤔 https://t.co/BU67uxKN2B

@tradexwhispererJun 10, 2026 · 7:16 PM

$GLW $AMZN Amazon Signed Multibillion-Dollar Fiber Optics Supply Agreement With Corning In January, Corning signed a multiyear $6 billion agreement with Meta Platforms to expand its manufacturing capabilities across its North Carolina facilities. Under the deal, the company would supply Meta with the latest in optical fiber, cable and connectivity products. Corning and Meta broke ground on an expansion project at the Hickory site in April. Corning’s optical cable factory in Hickory will benefit from “significant capacity expansion,” where Meta will serve as the anchor customer. Corning’s North Carolina sites are also benefiting from a $500 million agreement with Nvidia that the company inked in May. The deal aims to expand domestic manufacturing of the advanced optical connectivity products needed to power new AI-powered infrastructure Bullish 🔥

@stocksavvyshayJun 10, 2026 · 3:34 PM

$AMZN says AWS Graviton5 is now generally available making its most powerful CPU chip available to all AWS customers. AWS says Graviton5 delivers up to 25% better performance and is built for agentic AI workloads that need real-time reasoning and always-on processing. https://t.co/BYuq2ruzsG

@ftr_investorsJun 10, 2026 · 1:56 PM

$AMZN Amazon secured a $17.5B delayed-draw loan facility from Citibank and other lenders, giving the company additional financial flexibility to fund its massive AI and data center investments 💰🤖🏗️ https://t.co/RZWWM4ZEJr

@photonbullJun 8, 2026 · 4:50 PM

$AMPG now directly lists $NVDA and $AMZN as customers on their website This is still only trading at a $150M market cap and revenue is expected to come in around $50M this year, hopefully with profitability

@analysisopJun 8, 2026 · 2:13 PM

$AMZN 💘 $GLW A new Win for Corning😌 More to come, bc. Optics/Photonics is the next big (AI) thing 🙌 https://t.co/7FMwAOB398

@stocksavvyshayJun 8, 2026 · 12:40 PM

$AMZN announced a multibillion-dollar deal with $GLW to supply optical fiber, cable and connectivity solutions for its U.S. data center buildout. The deal expands Amazon’s domestic fiber supply chain as AI data center demand keeps scaling https://t.co/WRQUYTHW5q

@thevalueistJun 7, 2026 · 7:08 PM

$GOOGL $AMZN Battle for the Bench: Google TPU vs. AWS Trainium. Google TPUs and AWS Trainium/Inferentia are best understood as vertically integrated AI infrastructure platforms rather than standalone accelerator products. Google is further along technically and institutionally: TPUs have been deployed in Google data centers since 2015, have been shaped around Google’s own model, compiler, networking, and data-center architecture, and now underpin Gemini, Search, Photos, Maps, and Google Cloud AI services. AWS is later in accelerator maturity but has a stronger cloud-operating abstraction layer through EC2, Nitro, Bedrock, and Neuron, which allows AWS to hide more of the silicon transition from customers and monetize capacity quickly once deployed. Google’s advantage is system-level performance and workload co-design; AWS’s advantage is commercial packaging, price-per-token positioning, and the ability to use Bedrock APIs and EC2 instance types to make custom silicon feel less like a developer migration. The central investment conclusion is that Google has the higher-quality custom AI silicon stack, while AWS has the more explicit near-term monetization wedge via Anthropic and OpenAI commitments. Google’s TPU roadmap is more advanced in scale-up networking and system co-design, with TPU v7 Ironwood at 9,216 chips per pod, TPU 8t scaling to 9,600 chips per pod, and Virgo connecting 134,000 TPU 8t chips across data centers at 47 Pbps. AWS Trainium3 is narrower as an accelerator architecture but commercially powerful: it is positioned as a 3nm, 2.52 PFLOPS FP8 chip with 144 GB HBM3e, 4.9 TB/s memory bandwidth, 4.4x performance, 3.9x memory bandwidth, and 4x energy efficiency versus Trainium2. The biggest portfolio-management implication is that the highest-confidence public equity beneficiary remains Broadcom, not Alphabet or Amazon directly, because the TPU externalization cycle, Meta MTIA, OpenAI ASICs, and AI networking create a more directly monetizable revenue line. JPMorgan estimates Broadcom’s FY27 AI backlog at >$150B, including ~6.5M Google TPU units in Broadcom’s FY27 order book, and expects Broadcom AI revenue near $60B in FY27, up ~3x Y/Y. However, Broadcom’s upside is paired with execution risk in advanced packaging, potential hyperscaler insourcing, and dependence on TSMC/CoWoS/HBM. MediaTek has materially higher convexity through Google TPU v8/v9 exposure, but its outcomes are more binary, with credible sell-side estimates ranging from roughly $5B-$18B in 2027 TPU-related revenue and a much wider 2028 dispersion depending on whether Humufish reaches volume production.

@yasutaketinJun 4, 2026 · 11:25 PM

$NVDA $AMZN 「AIの学習にFP4（4ビット浮動小数点数）が導入されると、Amazonの独自チップ（Trainium）に依存するAnthropicは計算資源（計算量）の面でOpenAIに圧倒され、2027年には完全に引き離される（独自チップを諦めて他社製インフラに乗り換えざるを得なくなる）」主張の具体的な根拠とロジック 1. チップ性能の「FP4格差」によるOpenAIの優位性 NVIDIA製チップの圧倒的優位: OpenAIが使用するNVIDIAの最新チップ（GB200や次世代のVR200：Vera Rubin）は、FP4の計算性能がFP8の2倍に跳ね上がります（GB200はFP8が5 PFLOPSに対し、FP4は10 PFLOPS）。 Amazonチップの遅れ: 一方、Anthropicが主に利用するAmazonの独自チップ「Trainium 2」はFP4に非対応であり、「Trainium 3」になってもFP4とFP8の性能が同じ（2.5 PFLOPS）です。計算量の差（FLOPS格差）: もしOpenAIがFP4での学習を本格化させた場合、純粋な計算量（FLOPS）でAnthropicに対して1.7〜2.3倍の差をつけられます。これにより、OpenAIはより大規模なモデルの学習や、より長時間のRL（強化学習）を実行可能になります。 2. データセンター規模での比較（2026年〜2027年の見通し） 2026年時点では、Amazonの「Rainier」（Trainium 2×100万個）と、OpenAI側の「Abilene」や「Fairwater」（GB200×20万〜30万個）をFP8で比較すれば互角です。しかし、FP4性能を基準に1チップあたりで比較すると、Trainium 3はGB200に対して約4倍、VR200に対しては約14倍も遅れをとっています。したがって、AmazonのクラスターでNVIDIA（OpenAI陣営）と同等の計算量を確保しようとすると、2026年には4倍、2027年には14倍ものチップを並べなければならず、物理的・現実的に追いつかなくなります。 3. Anthropicが直面する結末の予測筆者は、2027年にAnthropicが取る道は以下の2つのどちらかになると結論づけています。モデルの性能競争から脱落する（落ちぶれる）。追いつくためにAmazonのTrainiumを諦め、GoogleのTPUや、NVIDIAのVR200（Vera Rubin）を搭載したクラスターへと、学習インフラを移行せざるを得なくなる。 4. OpenAIの展望（GPT-6への期待）添付された画像（100万枚のTrainium 2 vs 30万枚のGB200による学習シミュレーション）が示す通り、GB200側は圧倒的な規模のモデル（120日間で32.2T（テラ）フロップス規模、1.61兆のアクティブパラメータ）を学習可能です。筆者はこれをもとに、「OpenAIは今年（2026年）中に20〜30T規模の超巨大なモデル（いわゆる『ゴツいGPT-6』）を学習し、次世代インフラ（GB300 NVL72やVR200）を使って現実的なコストでデプロイ（運用）できるのではないか」という予測で締めくくっています

@stocksavvyshayJun 4, 2026 · 1:34 PM

$AMZN unveiled Vulcan which is its first robot with a sense of touch built to pick and stow items in cramped fulfillment bins without damaging products. The robot can handle ~75% of Amazon’s item types and will begin deploying across the U.S. and Europe over the next couple of years.

@itschrisrayJun 4, 2026 · 12:47 PM

🚨 $AMZN announces latest generation of AI-enabled warehouse robot Proteus along with €10B investment in European fulfillment center expansion. Spot the $OUST lidar sensor? 👀 Further validation of Ouster’s technology and the shift towards physical AI. https://t.co/sh1OKVO8QE https://t.co/APTgbfrolj

@ftr_investorsJun 4, 2026 · 10:29 AM

$AMZN Amazon unveiled a new AI-powered Proteus warehouse robot that can understand spoken instructions from workers 🤖🗣️ The robot will be deployed in Europe starting in 2027, with Amazon saying it is designed to assist employees rather than replace them 🇪🇺 https://t.co/a9h7QF0uua

@aiinvestorhqJun 3, 2026 · 7:51 PM

@ChrisCamillo I think I’m going to open my first serious sized option call on $AMZN

@jasonl_capitalJun 3, 2026 · 1:21 PM

2. $AMZN - Amazon $181.5B revenue last quarter, up 17% YoY. AWS growing 28% on a $150B annualized run rate - fastest growth in 15 quarters. AI revenue alone passed $15B. Net income hit $30.3B. Pouring $59B+ into infrastructure capex to widen the moat.

@wliangMay 28, 2026 · 8:20 PM

Always a good time watching $AMD fill that valuation gap towards $NVDA. I told you, being the "second source" is the only reason this gap exists. As MI400 starts to ship and $AMZN AWS volumes ramp, that gap starts to fill - fast. It's only a matter of time... https://t.co/lvw2pocjdL

@ftr_investorsMay 27, 2026 · 8:21 PM

$SNOW $AMZN Snowflake is investing $6B into Amazon Web Services over the next 5 years to expand its AI infrastructure, mainly using Nvidia GPUs and Graviton chips 🤖 ☁️ https://t.co/ee3jK5gLkl

@stocksavvyshayMay 27, 2026 · 8:12 PM

$AMZN just signed a new $6B agreement with $SNOW for its agentic computing chips. Snowflake plans to spend $6B with Amazon over the next five years deepening AWS’s role as the infrastructure layer behind enterprise AI workloads. https://t.co/kF6YaHR8Z1

@aiinvestorhqMay 25, 2026 · 1:24 PM

After listening to @ChrisCamillo again on the iced coffee hour today I really think I need to build a sizeable position in $AMZN

@queenoffibsMay 21, 2026 · 8:08 PM

$AMZN cluster is holding....it triggered and the potential target is the 1.272 above.....initial risk was defined below the price cluster at 253.45-255.74...I'm wrong if we break that support. https://t.co/kZpnvHP644

@invesquotesMay 21, 2026 · 2:40 PM

Seeing the multiple at which $WMT trades means that $AMZN should spin-off retail (not AWS) to unlock value

@wliangMay 20, 2026 · 4:19 PM

My $AMPG thesis goes a lot deeper… it's not just an asymmetric small cap. It's a legitimate space infrastructure bottleneck play. I’ll make this relatively short and explain exactly why I’ve increased my position here: $AMPG designs Low Noise Amplifiers (LNAs) - the hardware that picks up faint satellite signals from 300+ miles and boosts them so the data stays "clean". The thing is... when you're trying to receive a whisper-quiet signal from orbit, the quality of your amplifier determines everything. Bad amplifier = lost/messy data. $AMPG dominates this field. Their LNAs are among the cleanest amplifiers in the world - some hitting noise figures under 0.1 dB. Me simply saying they hold a "unique position" is understating it. > US-based, vertically integrated supplier. The only one of its kind for LNA technology. Defense contracts almost always require domestic sourcing (US just proposed $500B more spending for 2027) - $AMPG checks that box. > Custom MMIC chip design, built in-house instead of buying generic ones. Smaller, lighter, and higher-performance. Ideal for mass-production satellite constellations. > High-frequency band specialization. These are where high-speed satellite internet operates (Gbps speeds). Signals at these frequencies are fragile - this is exactly where "normal" amplifiers fail. $AMPG does not. > Dual exposure. Components for satellite payloads and ground stations. Every LEO constellation needs both. $AMZN Leo alone plans 300+ ground stations globally. In the near future... $SPCX is targeting 42,000 Starlink satellites. $AMZN Leo deploying 3,236 satellites. Other LEO operators expanding constellations. All these satellites need LNAs. Tens of thousands of amplifiers per major constellation. $AMPG delivered prototype Ultra Low Noise Amplifiers to a Fortune 50 satellite provider in late 2024 - "industry best noise figure performance in the high frequency band required for this application." Production scaling is already happening. This isn't speculation. We've covered their numbers already... $50M+ guided for 2026. $100M LOI production shipments started December 2025. And this morning, they received full FCC and ISED Canada certifications for their 5G Native DAS Solution. Entire hardware stack is cleared for commercial sale across North America. $AMPG doesn't need to win the satellite race. They just need to be the supplier whoever wins relies on. And they're rapidly becoming that. (Also, deal coming soon? Interesting statement from the CEO in their earnings call)

@jasonl_capitalMay 20, 2026 · 12:13 AM

Day trading is a job. Option selling is a business. Day trading: - You stop working, you stop getting paid - Requires hours of screen time every day - One bad trade can wipe a week of gains - You're competing against algorithms and institutions - Income resets to zero every morning Option selling: - Collect premium whether you're at your desk or not - Theta works for you 24/7 - Defined risk on every position - You choose your entry price and get paid to wait - Income compounds as your account grows Day traders try to predict where a stock goes next. Option sellers get paid for agreeing to buy stocks they already want to own like $NVDA, $AMZN and $TESLA, at prices they already like. One requires you to be right about direction and timing. The other requires patience.

@ftr_investorsMay 18, 2026 · 4:58 PM

$AMZN Amazon launched AI-generated “Alexa Podcasts” 🎙️🤖 Alexa+ can now create custom podcasts with two AI hosts on almost any topic, powered by real-time information from major news partners. https://t.co/lIZvx9RBIy

@intheassemblyMay 17, 2026 · 9:00 AM

Billionaire David Tepper just made a new $179 million bet. Appaloosa Management's latest 13F filing is out. And there's a big new position in Sandisk, $SNDK. Tepper bought in for $179 million. That makes it a 3.0% position in his fund, right out of the gate. This is a significant move from one of the best investors alive. He also added to his positions in $AMZN and $MU. Tepper is known for making concentrated, high-conviction bets when he sees an opportunity. $SNDK is now one of them. Do we share the same opinion on semiconductor stocks? Probably not. Our opinion is closer to Michael Burry’s: the sector is clearly overvalued. When WE make a new move in the market, we will let you know. Turn on notifications so you don’t miss the signal. This is VERY important. A lot of people will wish they had followed us sooner.

@kaizen_investorMay 15, 2026 · 4:57 PM

A strong day for Filtronic concidering how much other growth and space stocks are down today. They are at the heart of SpaceX with their E-band amps. We still don’t have clarification on the other player they have a research agreement with, but $AMZN and $ASTS are the strongest candidates. I got a very high conviction in this stock as they can expand their E-band technology knowledge to the V-band technology. A $1 billion market cap for such a pivotal company is the space race is very much undervalued imo. No financial advice, dyor

@stocksavvyshayMay 15, 2026 · 12:10 PM

$AMZN is making the biggest strategic reset of the Jassy era with one clear goal to make AWS the infrastructure layer for the AI economy: • Agreed to invest $50B in OpenAI • Already has own AI stack with Nova, Trainium & Bedrock • Building $25B Mississippi data center cluster for Anthropic • Expanded Anthropic partnership to $13B with option for another $20B • Spending ~$200B this year across AI data centers, custom chips, networking, warehouse robotics & satellites AWS doesn't need to own the winning AI model but to make sure every major AI model, workload & customer eventually runs through AWS.

@jasonl_capitalMay 15, 2026 · 12:06 PM

9. $AMZN - Amazon One of the largest robotics deployers on the planet. Hundreds of thousands of robots already working across fulfillment centers. AWS revenue hit $37.6B in Q1, up 28% and accelerating. Custom chip business running at $20B+ annual revenue with $225B in Trainium commitments. Amazon doesn't just use robots. It builds them, trains them on its own AI infrastructure, and deploys them at a scale nobody else can match.

@aleabitoredditMay 15, 2026 · 7:04 AM

Just to add to the very positive $SIVE news amid MSCI likely tens of millions of inflow in 2 weeks: $AMZN has a new private placement with AlChip. Probably implying design wins with future Trainium. If you don’t remember… AlChip was Ayar’s lead customer. And $SIVE is the primary laser supplier to Ayar. So implications for $SIVE, is enormous piggybacking off of Amazon’s ecosystem growth.

@itsmichaelluuMay 14, 2026 · 12:54 PM

The IPO for $CBRS (Cerebras) should open after 10:00am EST for trading and buying. My price target end of day is $220+ and 1 year from now $300+ Here's everyhing you need to know about $CBRS IPO: $CBRS just priced its IPO at $185/share. This is above the already raised $150–$160 range. That tells you demand was insane. The book was reportedly oversubscribed 20x+ and institutions were forced to show their real bids. This wasn’t retail hype chasing momentum. Big money wanted exposure badly. Here’s why this matters: • Cerebras is positioning itself as a real challenger in AI compute infrastructure. • $AMZN already confirmed it plans to use Cerebras chips alongside existing AI training processors. • OpenAI reportedly ran its first model on Cerebras hardware earlier this year. • OpenAI also holds warrants tied to Cerebras milestones and valuation targets. Think about what that means. The biggest AI companies in the world are actively testing alternatives to the current AI hardware stack. Everyone is fighting for a piece now. The craziest part? SoftBank and $ARM reportedly approached Cerebras about an acquisition before the IPO even happened. When companies are trying to buy you before you even go public, that usually means one thing: The AI infrastructure war is accelerating much faster than most people realize.

@mrmikeinvestingMay 14, 2026 · 2:18 AM

The new $NVDA rival officially IPO’s tomorrow… $CBRS will price itself at $185 per share which is much higher than the $150 marketed range. Cerebras has grown sales +76% YoY to $510M, & has a $20B OpenAI deal with $AMZN as a hyperscale customer. This will be the most successful IPO of 2026. Don’t miss out on it…

@unusual_whalesMay 14, 2026 · 1:31 AM

Amazon, $AMZN, has launched “Alexa for Shopping” for U.S. customers on the Amazon Shopping app and website.

@aleabitoredditMay 14, 2026 · 12:59 AM

Now that I think about it more… Nextronics (8147) is a pretty undiscovered supplier to robotics supply chains like $AMZN too. So as Amazon scales up, so does their revenue (it’s only ~$200m mc so it should be material if they’re hitting 38-40% gross margins). I was only focusing on $NVDA CPO supply chains as their largest growth vector earlier. But I do think Amazon’s robotics program have the simplest route for mass production since each one they make internally lowers opex, cuts headcount, and improves profitability. And their whole ecosystem should benefit.

@aleabitoredditMay 13, 2026 · 11:32 PM

@Dog_Ziller I actually think $AMZN for robotics is extremely underrated. Since since there’s immediate practical upside to lower opex + headcount for automation. But for general purpose $TSLA, Unitree, Figure, Boston Dynamics, Agibot, Agility, and others should do well.

@stocksavvyshayMay 13, 2026 · 1:17 PM

$AMZN is adding an AI shopping assistant called “Alexa for Shopping” to its app and website. It can answer shopping questions, build personalized buying guides, compare products, show price history and automate deal-finding or routine purchases. https://t.co/0VH26wtCPX

@ftr_investorsMay 13, 2026 · 1:14 PM

$AMZN Amazon introduced "Alexa for Shopping," a new AI-powered shopping assistant. It combines Alexa+ and Rufus to deliver highly personalized product recommendations, price tracking, comparisons, automated shopping tasks, and purchases from other retailers across the web 🛒🤖 https://t.co/xNPa7kz7YP

@jasonl_capitalMay 13, 2026 · 11:57 AM

I believe these 10 stocks would be great investments to hold over the next 5 years: 1. $AMZN - Amazon Q1 revenue $181.5B, up 17%. AWS hit $37.6B in revenue, growing 28% and accelerating to its fastest pace in 15 quarters. The custom chip business is now running at $20B+ in annual revenue with $225B in Trainium commitments already locked in. Trainium 3 is shipping. Trainium 4 is 18 months out and already reserved. AWS alone is bigger than most companies on the S&P 500.

@stocksavvyshayMay 12, 2026 · 10:52 AM

$AMZN is expanding Amazon Now to dozens of U.S. cities by offering 30-minute delivery for groceries and essentials. The service runs 24/7 in most markets and is expected to reach tens of millions of customers by year-end. https://t.co/WuPsaBVKrs

@ftr_investorsMay 12, 2026 · 10:19 AM

$AMZN Amazon is rolling out "Amazon Now,' a new 30-minute delivery service across dozens of U.S. cities, competing directly with services like DoorDash and Uber Eats. Prime members pay $3.99 per order 📦💨 https://t.co/FXsnViOQTf

@aleabitoredditMay 11, 2026 · 1:07 AM

Just putting it out there with the Goldman Sachs $NVDA supplier note. There’s a very interesting ~$210m MC company Nextronics (8147) that I ended up taking positions on following GS. That supplies CPO connectors and Cage Thermal Modules to Nvidia CPO supply chains. They’re also in $AMZN supply chains and Humanoids. And massage chairs too. Just thought I’d share an interesting idea (NFA/DYOR), I’ll do a BOM analysis later, but it looks very material relative to MC as Nvidia’s CPO program scales up. Of course risks are multi-sourcing/getting designed out, but there’s probably a reason why GS flagged this micro supplier multiple times among $4-10B+ companies.

@jasonl_capitalMay 8, 2026 · 1:07 AM

2. Bull Put Spread on $AMZN $AMZN at $270.88. Claude pulled both legs for a defined-risk setup: Sell $245 put (delta -0.15, IV 32.1%) Buy $235 put (delta -0.09, IV 34.4%) June 18 expiration (42 DTE) Net credit: ~$0.94 ($94 per spread) Max loss: $906 per spread Breakeven: $244.06 (9.9% below current price) Annualized return on capital at risk: ~90% $906 at risk instead of $24,500 for a naked CSP at the same strike.

@yasutaketinMay 8, 2026 · 12:00 AM

$PLTR は営業部隊も小規模で、少しずつ顧客を増やしてる。それでもこんなに儲かってる。 $AMZN と同じで、時間が経つにつれてPERは下がっていくだろうね。政府・大企業という、堅い客がついてるのが強み。

@unusual_whalesMay 7, 2026 · 4:48 PM

Amazon, $AMZN, has announced its pharmacy will stock Ozempic from Novo Nordisk at kiosks and offer same-day delivery for the type 2 diabetes drug.

@stocksavvyshayMay 7, 2026 · 12:21 PM

@VanquishTrader $AMZN going to crush this space

@stocksavvyshayMay 6, 2026 · 6:08 PM

$NOW surpassed $1B in cumulative AWS Marketplace transactions while deepening its AI integration with $AMZN. ServiceNow AI Control Tower will integrate with AWS Bedrock AgentCore to help enterprises deploy, govern and manage AI agents across workflows. https://t.co/02pdjlJBph

@jasonl_capitalMay 6, 2026 · 1:07 PM

9. $AMZN - Amazon (Cloud Infrastructure) The story most people are missing is the custom chip business. Trainium and Graviton just crossed a $20B annual run rate growing at triple digits. Trainium3 delivers 4.4x the performance of its predecessor and is nearly fully subscribed. AWS grew 28% in Q1 with over $225B in revenue commitments. Jassy says the chip business alone could be worth $50B. This isn't just a cloud company anymore.

@yasutaketinMay 6, 2026 · 8:52 AM

長期的には、持ってて安心な銘柄は $GOOGL 次に $AMZN だと思う。半導体はボラ高く、いつか来る逃げ場をみんな探ってる。

@michaelsikandMay 5, 2026 · 7:45 PM

@DizzyGlizzy123 I do like $AMZN out of all them

@jasonl_capitalMay 5, 2026 · 12:49 PM

The surest way to become a millionaire is by owning quality businesses that have a strong moat Here are 10 stocks I'd be comfortable holding for the next decade: 1. $AMZN - Amazon The story most people are missing is the custom chip business. Trainium and Graviton just crossed a $20B annual run rate growing at triple digits. Trainium3 delivers 4.4x the performance of its predecessor and is nearly fully subscribed. AWS grew 28% in Q1 with over $225B in revenue commitments. Jassy says the chip business alone could be worth $50B. This isn't just a cloud company anymore.

@stocksavvyshayMay 5, 2026 · 2:53 AM

$AMZN CEO Andy Jassy says AI “biggest technology transformation in our lifetimes” with its AI run rate already above $15B. He framed the CapEx surge as the AWS playbook repeating at larger scale, spending ahead of demand now so AWS, Trainium, logistics, health & Leo can compound for years.

@yasutaketinMay 4, 2026 · 6:51 PM

$AMZN 自社ECのために作った巨大物流網を、他社にも売るインフラ事業として本格展開する。 AWSの物流版を狙っているらしい。

@jerrycapMay 4, 2026 · 6:47 PM

"So what could Jassy mean when he speaks of partnering with third-party agents? I make the point in that article that an investment in OpenAI...could lead to product integrations that utilize ChatGPT as an Amazon discovery surface, potentially even through Amazon ads" $AMZN https://t.co/RO3KBxX5lG

@ftr_investorsMay 4, 2026 · 3:01 PM

$AMZN Amazon launched Amazon Supply Chain Services, allowing businesses to use Amazon for freight, warehousing, fulfillment, and shipping. It is positioning the platform as an AWS-like solution for supply chains 🚚📦 UPS and FedEx both fell around 8% on the news 📉 https://t.co/Zz9ynDDLE7

@stocksavvyshayMay 4, 2026 · 1:57 PM

Cerebras $CBRS filed updated IPO terms offering 28M shares at $115-$125 to raise ~$3B at ~$26B valuation. The $NVDA rival grew 2025 sales 76% to $510M, turned GAAP profitable, has $20B+ OpenAI deal for 750 MW of compute & says $AMZN AWS plans to be first hyperscaler customer. https://t.co/5z6B9LPfKD

@amitisinvestingMay 3, 2026 · 9:04 PM

Really interesting question below about the future of Berkshire. Over the weekend, Buffett spoke at the annual shareholder meeting and it was revealed that Berkshire is now sitting on around $400B of cash. Buffett noted that he'd much rather be patient vs. allocate any capital as he feels the market is a casino right now. If the question is on where to put that cash to work, I think there is one broad big picture question that overhangs on Berkshire: Berkshire needs their new $AAPL. It's probably hard to find it given how much tech has run, but without Apple, Berkshire would have underperformed the S&P over the past 10 years. They took a $5B stake in Google last year, but that pales in comparison to the $35B they put into Apple 10 years ago. Maybe the tech trade has run too hot and holding onto the cash makes sense before going heavy into another tech play like that again, BUT if tech continues on the bull run that it has been on for the past 5 years, Berkshire will not only be able to rely on Apple for the majority of performance. They will need a new winner. Dare I say, I think that winner, even after the run, is $AMZN due to the diversity of it's model, operating margins on the path to 20%, the eventuality of it becoming the first $1T revenue run rate business, and robotics as the inflection for cost savings at scale which will return FCF back to shareholders. They haven't even bought a single share of stock back. Berkshire bought Apple mainly on the logic that it is a consumer play on hardware, not a tech company. Obviously, many tech investors would disagree, but you could basically apply that logic to Amazon. They are a verb at this point, a consumer play on buying things that everyone on the planet uses, but they have these other elements to the business like AWS/Prime/Leo/etc. that allow margin expansion at scale. Maybe Amazon is the safest and most effective way for Berkshire to find their next Apple.

@jasonl_capitalMay 3, 2026 · 12:40 AM

@WealthCoachMak Selling puts on $AMZN feels like a no brainer.

@yasutaketinApr 30, 2026 · 9:02 PM

$AMZN は利益率が上がってきてる。これまでの莫大な投資が実を結んでる。 AWS拡大とEコマース部門のさらなるロボティクス化でさらに利益率は向上するかも。 https://t.co/TLarjr3gK9

@stocksavvyshayApr 30, 2026 · 12:18 PM

Buying $AMZN at ~$270 (~$2.9T market cap) implies you are getting: • $20B custom chip business (worth ~$200B) • $150B ads business growing 23% (worth ~$750B) • $416B e-commerce business growing 12% (worth ~$1T) • $129B AWS business growing 28% with 38% operating margins (worth ~$2T) Add it up and Amazon looks closer to a ~$4T business which would imply ~$365-$370 per share.

@jerrycapApr 30, 2026 · 10:09 AM

"AI revenue grew triple digits y/y, with Bedrock seeing 170% growth in customer spend q/q and processing more tokens in 1Q26 than all prior years combined." $AMZN

@stocksavvyshayApr 29, 2026 · 9:53 PM

$AMZN AWS now has over $225B in Trainium revenue commitments with Trainium 3 nearly fully subscribed & much of Trainium 4 already reserved. Amazon says Trainium could save tens of billions in annual CapEx at scale. https://t.co/xUgsUh5UPP

@analysisopApr 29, 2026 · 9:18 PM

This is concerning guys..... I'm starting to like $AMZN 🥴

@alphaticaioApr 29, 2026 · 8:29 PM

AMZN beat. Stock down slightly after hours. EPS: $2.78 vs Street $1.64, beat by 69.5% Revenue: $181.5B vs Street $177.3B, beat by 2.4% AWS: $37.6B Advertising: $17.2B North America: $104.1B (+12%) Alphatica called BEAT. ✅ The EPS crush was massive, $2.78 on a $1.64 street estimate. Our $1.85 override was directionally right but too conservative. We underestimated Amazon's earnings power by $0.93. Revenue at $181.5B topped our $178.5B estimate and came in above the high end of management's $173.5B-$178.5B guide. 17% YoY growth across the board. But the stock barely moved. Down slightly despite a 70% EPS beat. Our Risk Signal flagged BULLISH at +4.46 IV spread, the strongest call premium of the season. The options market was positioned for upside. When a 70% beat doesn't move the stock, the market already had it priced. Amazon rallied 25% in 4 weeks heading into the print. The beat was expected. The question was always the forward guide. The 3/6 quality signal and NEUTRAL disclosure signal read this correctly as a name where the business is exceptional but the accounting has caveats, the FY2025 VA reversal alongside GOOGL, and the SBC trajectory. Tonight confirms: Amazon beats the number, the market prices the trajectory. Not Investment Advice. $AMZN

@ftr_investorsApr 29, 2026 · 8:10 PM

𝗔𝗺𝗮𝘇𝗼𝗻 𝗤𝟭 𝟮𝟬𝟮𝟲 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 $AMZN EPS: $2.78 vs $1.65 est. ✅ Revenue: $181.52B vs $177.17B est. ✅ AWS Cloud: $37.6B vs $37.5B ✅ 𝗢𝘂𝘁𝗹𝗼𝗼𝗸 𝗤𝟮 𝟮𝟬𝟮𝟲 Revenue: $194B-$199B vs $188.76B est. ✅ Shares: -0.4% 📉 Like these earnings updates? You'll ❤️ our newsletter. https://t.co/JglKTzychs

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