The most prestigious law school admissions discussion board in the world.
|
 |
 
|
Why is Amzn down??
Poast new message in this thread
Date: July 31st, 2025 6:31 PM Author: Poppy flickering internal respiration I recently got my last shares called at 220. But it's now below 220. Should I make a bullish put for 210? Or did it miss on earnings?? (http://www.autoadmit.com/thread.php?thread_id=5756797&forum_id=2/en-en/#49146608) |
 |
Date: July 31st, 2025 6:35 PM Author: passionate heaven roast beef it beat earnings but offered bearish fwd guidance (http://www.autoadmit.com/thread.php?thread_id=5756797&forum_id=2/en-en/#49146610) |
|
Date: July 31st, 2025 6:38 PM Author: Poppy flickering internal respiration How bearish? Does it predict less earnings next quarter? I'd like to get back into amzn but it was 180 just a short while ago. (http://www.autoadmit.com/thread.php?thread_id=5756797&forum_id=2/en-en/#49146619) |
|
Date: August 1st, 2025 5:16 PM Author: obsidian exciting sound barrier parlor This is Amazon's schtick. They do this literally every quarter. Under promise and over deliver wrt guidance. (http://www.autoadmit.com/thread.php?thread_id=5756797&forum_id=2/en-en/#49149414) |
Date: July 31st, 2025 6:35 PM Author: aromatic half-breed mood Why not (http://www.autoadmit.com/thread.php?thread_id=5756797&forum_id=2/en-en/#49146612) |
|
Date: July 31st, 2025 6:41 PM Author: ocher nursing home pistol cause you're a fuckin nigggggggerrrr (http://www.autoadmit.com/thread.php?thread_id=5756797&forum_id=2/en-en/#49146626) |
|
Date: July 31st, 2025 8:34 PM Author: Poppy flickering internal respiration I also don't understand why the market is now at all time high when the tariffs are in fact close to what was promised on april2? I.e. the only one that was repealed was China. Others were promised 15-25% and that's what they're getting (http://www.autoadmit.com/thread.php?thread_id=5756797&forum_id=2/en-en/#49146976) |
|
Date: July 31st, 2025 8:36 PM Author: Black library why do ppl still pretend stock market is tied to fundamentals of economy or something, its just a kike casinos these kikes need to put their money somewhere of course when u had a 20% drawdown the rat faced furks are gonna pour money back in
even if u wanted to argue the tariff shit perhaps cause the big beautiful faggot bill passed kikes can counter that there's loads of pro business tax shit in there so its all washing out |
|
Date: August 1st, 2025 4:56 PM Author: Contagious people who are hurt background story (http://www.autoadmit.com/thread.php?thread_id=5756797&forum_id=2/en-en/#49149353) |
|
Date: July 31st, 2025 8:41 PM Author: Hot odious hominid bawdyhouse Markets thought that Trump would TACO but he didn't and now futures are crashing. (http://www.autoadmit.com/thread.php?thread_id=5756797&forum_id=2/en-en/#49147001) |
|
Date: July 31st, 2025 8:42 PM Author: Poppy flickering internal respiration No they aren't. Futures down .2%. After hitting a new record this week.. (http://www.autoadmit.com/thread.php?thread_id=5756797&forum_id=2/en-en/#49147007) |
|
Date: July 31st, 2025 9:06 PM Author: Black library they still think its BS cause trump exempts tons of shit like 25% for india but he is prob exempting apple and pharma so in effect its not furking 25%
and business all know they can bribe him to get specific shit changed, aug is gonna be lolzy just ceo's bribing this benchod for reductions |
|
Date: July 31st, 2025 8:35 PM Author: Black library its cause their guidance is negative and thats im sure purely cause of trumps tariffs so thanks trump (http://www.autoadmit.com/thread.php?thread_id=5756797&forum_id=2/en-en/#49146980) |
|
Date: July 31st, 2025 9:43 PM Author: Poppy flickering internal respiration Oh it's because aws margina are down, getting dominated by msft. (http://www.autoadmit.com/thread.php?thread_id=5756797&forum_id=2/en-en/#49147123) |
|
Date: July 31st, 2025 10:24 PM Author: Poppy flickering internal respiration In January everyone thought that amzn was the safest big7 and msft a has been and now all changed. That's why I think it is best to just trade qqqi, qqq, and tqqq (http://www.autoadmit.com/thread.php?thread_id=5756797&forum_id=2/en-en/#49147274) |
|
Date: August 1st, 2025 4:18 PM Author: Poppy flickering internal respiration So out of all my goog and amzn stocks that I held earlier all were taken away in covered calls except 4 googl options expired today at 190. I think on Monday I'll sell them as covered calls for next month at 190.. at what value should I actually buy goog or amzn? Or just stick to qqqi+tqqq (http://www.autoadmit.com/thread.php?thread_id=5756797&forum_id=2/en-en/#49149241) |
|
Date: August 1st, 2025 4:33 PM Author: french vermilion indian lodge dragon People are buying fewer lambdas these days. (http://www.autoadmit.com/thread.php?thread_id=5756797&forum_id=2/en-en/#49149285) |
|
Date: August 1st, 2025 4:35 PM Author: Poppy flickering internal respiration Lambos? Who? (http://www.autoadmit.com/thread.php?thread_id=5756797&forum_id=2/en-en/#49149288) |
|
Date: August 1st, 2025 4:35 PM Author: Dashing theater stage nibblets Relax. Amazon is the best business in America. One thing I know for certain is it will be higher in the future. (http://www.autoadmit.com/thread.php?thread_id=5756797&forum_id=2/en-en/#49149291) |
|
Date: August 1st, 2025 4:38 PM Author: Poppy flickering internal respiration But msft is up 30%+ this year mainly while amzn is down ytd, seems msft and even goog took cloud share from aws.. just because amzn can compete with Walmart in cheap trinkets, doesn't mean it belongs in high tech. (http://www.autoadmit.com/thread.php?thread_id=5756797&forum_id=2/en-en/#49149299) |
|
Date: August 1st, 2025 5:41 PM Author: Dashing theater stage nibblets well you can only choose one (http://www.autoadmit.com/thread.php?thread_id=5756797&forum_id=2/en-en/#49149501) |
|
Date: August 1st, 2025 5:19 PM Author: obsidian exciting sound barrier parlor Buying opportunity. Irrational reaction imo.
The entire robotics story with Amazon doesn't even seem to be on investor's radars right now. Amazon has the highest revenue of any company in the world, but the margin's suck because they run an expensive business (lots of labor costs, machinery, data centers and warehouses). There have been a few stories about how they are actively working on humanoid robots which can complete "last mile" deliver and automate warehouse jobs. If Amazon is successful, the margin of their retail business is going to improve dramatically and profits are going way up. |
|
Date: August 1st, 2025 6:10 PM Author: Poppy flickering internal respiration But isn't 60% of their profit cloud, and cloud got completely beat up by maft and goog , much worse margins and growth. Are you saying now they will suddenly improve their margins on Chinese trinkets because they suddenly replace some of the low wage workers? (http://www.autoadmit.com/thread.php?thread_id=5756797&forum_id=2/en-en/#49149576) |
|
Date: August 1st, 2025 7:58 PM Author: obsidian exciting sound barrier parlor You are underestimating the cost of labor. We’re taking about Amazon.com going from a single digit margin business to like 10-20%. And that part of the business alone makes 500+ billion annually.
Re AWS, “beat up” is crazy hyperbole. Their growth rate is 18%. It’s lower than competitors because they are growing off a much larger base. It’s not reasonable to expect that same growth percentage.
Their margin went from 40% to 32% (lol) literally because they are investing more capex in AI. The demand for GPUs far, far exceeds what AWS can provide. So we have investors literally selling because Amazon has to buy more GPUs in order to make even more money… translate this to any other company or industry and that sounds insane. |
|
Date: August 1st, 2025 9:18 PM Author: Poppy flickering internal respiration OK so this is the only big7 stock that is down ytd. Should I buy bullish puts at 195 on Monday if market allows? My father told me qqqi is stupid compared to qqq, that basically if qqq wins 5%/yr then management fees become a very significant part of profit. That even if I get taxed 40% on my own covered calls its better than to give money to managers. (http://www.autoadmit.com/thread.php?thread_id=5756797&forum_id=2/en-en/#49150057) |
|
Date: August 1st, 2025 6:20 PM Author: Poppy flickering internal respiration Rate goog vs amzn. I am still holding 400shares of goog, covered call at 190 barely expired today. Thinking of selling another 190 Cc on mo day because this is the market top. But I could start buying bullish Amazon puts at 195? (http://www.autoadmit.com/thread.php?thread_id=5756797&forum_id=2/en-en/#49149605) |