Feb. 12 at 9:39 AM
Over the past few years, retail hasn’t just been “along for the ride” — it’s often been early.
$NVDA before the full AI frenzy.
$PLTR before institutions warmed up.
$HOOD and
$SOFI when sentiment was still mixed.
Big money tends to wait for confirmation. Retail tends to move on positioning and narrative shifts.
Now look at
$AMZN.
Dominant cloud platform with AWS, expanding AI integrations, improving retail margins, and massive operating leverage if consumer spending holds. While some funds debate macro, retail sees the long-term positioning.
Institutions may scale in slowly. Retail is already building.
