AMZN
Amazon.com, Inc. - Common Stock - Recent news and sentiment analysis
Default charts cover the last 24 hours by "day" period and sentiment shares compare positive vs. negative mentions after removing neutral posts.
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AMZN Price & Sentiment Over Time
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I expect AMZN to materially beat their Q4 '25 Earnings
I listened to the Microsoft and Google Q4 Earnings and although you can never be 100% confident going into an earnings report, I believe AMZN has a 95%+ chance of beating their earnings materially. Here's why I think that: * **Cloud -** Microsoft's Azure Growth was below market expectations (if you strip out OpenAI) - this also impacted AMZN stock price following Microsoft's earnings due to fears Cloud revenue broadly was decelerating QoQ with Capital spend ramping. However, GCP just reported and they grew cloud materially - with impressive backlog as well. I expect AWS to beat estimates and post 22-24% growth for AWS due to the following. 1. Azure doesn't have strong custom silicon (they are trying to catch-up with Maya) compared to GCP (TPUs) and AWS (Trainium) and I believe this will truly be more apparent this quarter. 2. Anthropic is *materially* over-performing estimates - they raised Revenue projections for 2025 & 2026 and their Enterprise in-roads and tools is one reason there was such a large sell-off in SaaS companies the past few days. Anthropic predominantly uses AWS **and** Amazon is one of the lead investors - they will show AWS growth from Anthropic usage & a paper-gain on their investment 3. AWS is still the gorilla in the room - they are still the primary cloud provider for most enterprises and government orgs ($581M Air Force contract announced a few weeks ago) * **Retail -** There have been reports Prime shipments were the largest in it's history this Christmas season - I think as more people consolidate purchasing, especially with economic pressure - there will be larger spend on AMZN retail & groceries per subscriber than historically * **Advertising -** AMZN is monetizing it's properties more with high margin $ ads. Prime Video, [Amazon.com](http://Amazon.com), etc. Even without potential margin expansion from restructurings and robotics in their fulfilment centers, I think this will be an extremely strong earnings report from Amazon. Whether the market reacts favorably or unfavorably due to increases in Capital spend (like it has with Microsoft & Google) will be a different story. I think based on the above and the potential for a Prime subscription price hike to mitigate tariff impacts (unless SCOTUS rules on it), AMZN is due for a stock run-up. The timing is not ideal with a broad tech sell-off the past week (and is why I'd stick to stock not short-dated options), but my Price Target is $250 - $260 after earnings and $300 EOY. Note this is not investment advice whatsoever and solely meant for discussion. What do ya'll think?
THE 2026 BIG TECH CAPEX ARMS RACE âĸ $GOOGL: $180B (+98% YoY) âĸ $AMZN: Est. $147B (+16% YoY) âĸ $ME...
THE 2026 BIG TECH CAPEX ARMS RACE âĸ $GOOGL: $180B (+98% YoY) âĸ $AMZN: Est. $147B (+16% YoY) âĸ $META: $125B (+74% YoY) âĸ $MSFT: $105B (+31% YoY)
Imagine not buying mu calls today. You think amzn isn't going to provide the fattest Capex? Googl go...
Imagine not buying mu calls today. You think amzn isn't going to provide the fattest Capex? Googl going to start the pump, amzn sending it to space.
So what does WSB think will happen to AMZN stock price after earnings tomorrow
So what does WSB think will happen to AMZN stock price after earnings tomorrow
đđđđ seeing a pattern good earnings and AI good....beatings continue đđđđ amzn biatch ur next up
đđđđ seeing a pattern good earnings and AI good....beatings continue đđđđ amzn biatch ur next up
AMZN paid Melania 25M for a Oscar worthy documentary the favor will be returned Calls AMZN
AMZN paid Melania 25M for a Oscar worthy documentary the favor will be returned Calls AMZN
How does Google cloud +48% growth play into AMZN tomorrow? Bad for AWS?
How does Google cloud +48% growth play into AMZN tomorrow? Bad for AWS?
when tech recover? I am balls deep in AMZN
when tech recover? I am balls deep in AMZN
So looks like most MAG TECH except NFLX dropped after earnings. AMZN will probably dip too
So looks like most MAG TECH except NFLX dropped after earnings. AMZN will probably dip too
MU, SNDK, AVGO, WDC and STX. đđģ Anyone not buying the above is regarded as where do you think META/...
MU, SNDK, AVGO, WDC and STX. đđģ Anyone not buying the above is regarded as where do you think META/MSFT/GOOGK/AAPL/AMZN capex is going... đ
Keep holding AMZN for ever?
Keep holding AMZN for ever?
AMZN is gonna run the tape till NVDA earnings. A tiny miss and all hell breaks loose
AMZN is gonna run the tape till NVDA earnings. A tiny miss and all hell breaks loose
2026 CAPEX: $GOOGL - $175B-$185B vs $119B est $META - $115B-$135B vs $110B est $TSLA - $20B vs $11B...
2026 CAPEX: $GOOGL - $175B-$185B vs $119B est $META - $115B-$135B vs $110B est $TSLA - $20B vs $11B est $AMZN - *tomorrow vs $145B est The hyperscalers are going all in on AI.
AMZN calls tomorrow.. should deliver big time!!
AMZN calls tomorrow.. should deliver big time!!
2026 CAPEX: $GOOGL - $175B-$185B vs $119B est $META - $115B-$135B vs $110B est $TSLA - $20B vs $11B...
2026 CAPEX: $GOOGL - $175B-$185B vs $119B est $META - $115B-$135B vs $110B est $TSLA - $20B vs $11B est $AMZN - *tomorrow vs $145B est The hyperscalers are going all in on AI.
AMZN quickly cooking the books tonight to show a massive miss and negative CAPEX.
AMZN quickly cooking the books tonight to show a massive miss and negative CAPEX.
amzn is cutting
Seeing GOOG and the current bearish sentiment due to capex I see no reason for AMZN to rip up tomorr...
Seeing GOOG and the current bearish sentiment due to capex I see no reason for AMZN to rip up tomorrow
just sold all my GOOGL @ 329 will buy back in when it goes back to 300 not touching mag stocks be...
just sold all my GOOGL @ 329 will buy back in when it goes back to 300 not touching mag stocks besides NFLX and AMZN
AMZN, SAVES US MADAFAKA
AMZN, SAVES US MADAFAKA
both MSFT and GOOGL dropped after ER due to capex guidance exceeding expectations. this can't bode w...
both MSFT and GOOGL dropped after ER due to capex guidance exceeding expectations. this can't bode well for AMZN tomorrow, right?
#Updated MAG7 Earnings Report: #NFLX - MISSED #NVDA - #MSFT - MISSED #AMZN - #AAPL - BEAT #TSL...
#Updated MAG7 Earnings Report: #NFLX - MISSED #NVDA - #MSFT - MISSED #AMZN - #AAPL - BEAT #TSLA - MISSED #GOOG - MISSED #META - BEAT #LMAOđ¤
AMZN - $155B-167B vs $145B est
AMZN - $155B-167B vs $145B est
2026 CAPEX: GOOGL - $175B-$185B vs $119B est META - $115B-$135B vs $110B est AMZN - *tomorrow vs ...
2026 CAPEX: GOOGL - $175B-$185B vs $119B est META - $115B-$135B vs $110B est AMZN - *tomorrow vs $145B est
AMZN is going to save this market after hours tomorrow trust
AMZN is going to save this market after hours tomorrow trust
AMZN going to come out of nowhere with the slam dunk lol, when you least expect it, the dog will shi...
AMZN going to come out of nowhere with the slam dunk lol, when you least expect it, the dog will shine
So MSFT tanks. GOOG stays flat. AMZN pops?
So MSFT tanks. GOOG stays flat. AMZN pops?
IMO this report pretty much crowns them as the AI winner as of right now, MSFT & AMZN just got gaped...
IMO this report pretty much crowns them as the AI winner as of right now, MSFT & AMZN just got gaped as GOOG went from 3rd in cloud to 1st.
Speed saved google. Yotube streaming. Adin ross gotta take kick public. Fuck twitch and $amzn
Speed saved google. Yotube streaming. Adin ross gotta take kick public. Fuck twitch and $amzn
Does this mean there's hope for AMZN too?
Does this mean there's hope for AMZN too?
So many regards really think that Google Cloud's revenue growth means AMZN is going to be cooked tom...
So many regards really think that Google Cloud's revenue growth means AMZN is going to be cooked tomorrow lol Every hyper scaler has been saying for years that they've been supply constrained
I am going to hope GOOG and AMZN save the market and my port because today was painful
I am going to hope GOOG and AMZN save the market and my port because today was painful
Yeah that ain't happening in this regard market, Amzn probably dumps a bit or stays flat
Yeah that ain't happening in this regard market, Amzn probably dumps a bit or stays flat
AMZN gonna dump -7% tomorrow just watch
AMZN gonna dump -7% tomorrow just watch
AMZN gonna do the same huh? Fuck
AMZN gonna do the same huh? Fuck
Ok fuck GOOG, AMZN gonna bring us to new heights
Ok fuck GOOG, AMZN gonna bring us to new heights
What are the chances AMZN does an oracle at earnings and doubles?
What are the chances AMZN does an oracle at earnings and doubles?
AMZN earning report tomorrow
AMZN earning report tomorrow
idk i think if its green or flat tomorrow then friday will dump hard but if its red tomorrow then fr...
idk i think if its green or flat tomorrow then friday will dump hard but if its red tomorrow then friday could go either way. it seems like people wanna take a break from dumping though considering we've given up all the gains from the past 3 months in the last 2 days. I still think we head down just not sure if that's gonna happen tomorrow or if we wait for AMZN earnings. and with how aggressively AMZN has been laying people off (especially AWS), it makes you wonder if its because they know tomorrows earnings are gonna be bad..
amzn up
ya, concerning for amzn & msft
ya, concerning for amzn & msft
AMZN earnings tomorrow oh boyyyyyyyyyyy
AMZN earnings tomorrow oh boyyyyyyyyyyy
$GOOGL earnings call dependant on $msft and $amzn future...
$GOOGL earnings call dependant on $msft and $amzn future...
Watch AMZN do the same shit tomorrow
Watch AMZN do the same shit tomorrow
I think AMZN puts is free money, they always shit the bed on earnings calls and the market doesn't n...
I think AMZN puts is free money, they always shit the bed on earnings calls and the market doesn't need many excuses rn
Goog not cratering tells me AMZN is going to cook me alive tomorrow
Goog not cratering tells me AMZN is going to cook me alive tomorrow
48% cloud growth msft amzn hold my beer
48% cloud growth msft amzn hold my beer
AMZN will dump tomorrow, so will IREN. The tech sector is not it.
AMZN will dump tomorrow, so will IREN. The tech sector is not it.
AMZN ER tomorrow - shits gonna tank too
AMZN ER tomorrow - shits gonna tank too
1 ASTS 2 RKLB 3 GOOGL/GOOG 4 AMZN 5 NBIS 6 RDDT 7 MU 8 IREN 9 TSLA 10 PLTR 7/10 of the stock down d...
1 ASTS 2 RKLB 3 GOOGL/GOOG 4 AMZN 5 NBIS 6 RDDT 7 MU 8 IREN 9 TSLA 10 PLTR 7/10 of the stock down double digits lmao