finance ,sports, not financial advice, mostly questions and sometimes an opinion
Philadelphia
Joined November 2021
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-2.3% I’ll take it honestly… i felt good about the outlook of markets up until GOOG and AMZN ER.
The PA in the hyperscalers and semi today to me indicate that the market does not believe the capex estimates and peak capex is in 2026.
The BBB has essentially forced the hyperscalers to spend as much as possible within the next 3 years so they get the depreciation tax incentives.
Trump got a sugar rush from Venezuela and thought Iran would be the same and royally fucked up and entered us into a pointless war.
Now the fed cant tell if the inflation is transitory and congress is gonna go from red sweep to blue sweep. Feels like we are fucked
JPM raising capex estimates for AMZN to $365-395B for 2027….
Not really sure where the money comes from anymore. Math starting to not math
If you needed a sign to be max long into the print tonight here it is. This guy is by far the biggest chud alive
$AMZN: Google results were a warning sign to Amazon investors.
Tonight the Street will likely discount favorable Sep results and an inline Dec guide because the long-term (starting second half of 2027) risk that personalized bots pose to the business is increasingly real.
Some of that is getting priced in today, with shares down 3.5% going into the print vs. Nasdaq down 1.5%.
Personalized bots will make it easy to find just what you’re looking for, making them a logical starting point for anything we buy.
Amazon wins for three reasons: 1. Finding what you want, 2. Speed, 3. Trust. The first will increasingly be under attack.
He has degenerative knee issues. Can’t believe we got a 1st round pick for him thanks @CuiBonoCapital
retaining the brand actually might mean less tech spending than anticipated when deal was first announced
They got rid of TabAuto for Autoflow? Maybe the worst product I’ve ever used in my existence as a human. Nothing ever loads ever. Schedules constantly are not working. What a mess
I’m fucking cooked.
$META has officially attracted the king of the value investors … could be the nail in the coffin ⚰️. This is a tough one if Burry is your contra lol