Amazon.com Inc (AMZN)

$WULF obviously the price decline is shorts and also the definitive unknown vendor who will supply product to anthropic in the $19B deal. Supposedly, the chosen vendor will provide credit support. I believe the vendor will be $AMZN “On June 18, Bloomberg reported that Amazon is in active talks to sell its custom-made Trainium AI chips to third-party companies for use in their own data centers”

$AMZN ZACKS…Amazon (AMZN) is an Incredible Growth Stock

$WULF From Signapore: notice mention of TeraWulf working with $GOOGL $NVDA and $AMZN on a potential credit backstop for the lease, which is a change from its previous agreement that carried penny warrant https://sg.finance.yahoo.com/news/terawulf-analysts-lift-targets-anthropic-170508675.html

$AMZN $META $MSFT Big Trump rally.

Capital continues rotating into AI, semiconductors, and healthcare innovation. $AMZN: $245.10, +0.38%. AI and AWS growth could push the next target toward $270-$280. $GLW: $184.39, +5.34%. AI optical demand may drive a move toward $200-$210. $INTC: $109.44, +10.45%. Chip recovery momentum could target $125-$135. $LLY: $1,235.52, +2.95%. Innovation pipeline supports a potential move toward $1,300-$1,350. $TEM: $59.47, +2.03%. AI healthcare growth could push shares toward $70-$80. Bullish catalysts remain strong: AI infrastructure spending, semiconductor recovery, and healthcare innovation. The biggest moves usually start before Wall Street fully prices them in. Follow for early insights on the next breakout opportunities. "A lot of great opportunities if you know where to look. The battle map has been shared in the community! Are you going to miss out again?"

$AMZN remains a steady performer as investors focus on its next growth cycle. Price: $245.10 Weekly Move: +0.38% Volume: 40.41M Market Cap: $2.63T 52W Range: $196.00 - $278.56 While the weekly move is modest, Amazon continues benefiting from AI infrastructure, AWS growth, and improving operating efficiency. Trading below its 52-week high, AMZN still has room if fundamentals continue improving. Bullish catalysts ahead: AI monetization, cloud expansion, and margin growth could drive the next leg higher. Great companies often move before the crowd reacts. Follow for early insights on market leaders before major breakouts.

Hard to believe some investors sold $AMZN down to $226 because they expected a bond offering at those levels. Common sense says companies usually prefer to raise capital after a rebound and in stronger market conditions, not during weakness. $AMZN announcing the move around $246 today is a good example of that.

$APLD I dont know that it will be this week... but soon, soon APLD will print 4 green weeks in a row. Headwinds in the market right now? Yes. (Iran strikes today, "tech bubble fears", Kospi weaker than a wet paper bag, etc). But... Tailwinds likely coming soon too. T Mag 7 earnings in 2 weeks. I'd be shocked if they waivered back on "now this quarter we are pulling back because just 90 days ago we didn't know what we needed and we overshot". Heck, $AMZN just saying today they are increasing cap ex yet again. APLD earnings in 3 to 4 weeks. Revenue, EPS beat and good guidance seem like a lock. Dilution is not happening, buildings coming online on schedule, methodical approaches with steady growth.

$AMZN y’all selling or buying this here?

$MSFT trading at lowest Fwd P/E multiple over last 36 quarters (since 2017) - valuation compression severity greater than bear market of 2022 Is the market severely mispricing the stock given: - Commercial RPO sits at $627B (+99%) w/ Azure compounding at +40% y/y - 3Q earnings up +18% y/y to record $82.9B - Op Margin: steady at 46.8% By trading near or below broad market multiples (w/ greater op margin & rev growth rates than the market), the market has completely priced in max CapEx/AI/SaaS panic & structural FCF anxiety Building data centers & acquiring hardware requires immediate cash outlays & intros a monetization lag - that physical capacity cannot generate revs until fully operational in 12-18 months Cloud infrastructure features high fixed upfront costs but low incremental variable costs - every incremental dollar of cloud compute or SaaS rev drops almost directly to the bottom line During the initial cloud transition, this leverage cross-over caused Microsoft's FCF to expand dramatically, surging from $25B in FY18 to over $74B by FY24. This operational expansion drove the massive multiple extension that followed. The ultimate structural question: Are we at peak compute—analogous to the structural maturity peaks of legacy Network TV or terrestrial telephone networks—or is there an exponential runway ahead? Bear Case: Compute is becoming an expensive, low-ROI utility commodity. Hyperscalers are overbuilding data centers into an oversupplied market Bull Case: But this completely ignores the structural shift toward deep automation powered by continuous, autonomous enterprise agents. We are moving toward a future of scaling automated workflows, driving data compounding, & unlocking an entirely higher tier of ambient compute consumption Currently, the market is already pricing Microsoft as if compute is a fully saturated commodity Note: Any future deflation in AI component pricing directly rewards the massive infrastructure buyers... like Microsoft. Furthermore, any structural moderation in CapEx spend will immediately alleviate market worries regarding FCF. Both scenarios should act as massive margin tailwinds $AMZN $GOOGL