koolgal
10-20 18:47
🌟🌟🌟 $Amazon.com(AMZN)$ juicy 4.98% surge has Wall Street asking a very juicy question: Is the market finally ready to hand the AI leadership crown to a new tech giant?

If you want to protect your capital, the smarter more disciplined approach is to wait for the hard numbers.  Why? Because the market is currently suffering from serious "Capex anxiety" & Amazon has to prove 2 critical metrics:

1. AWS Growth Re-acceleration: AWS is Amazon's ultimate profit engine.  Wall Street will not crown Amazon as the new AI leader unless AWS shows explosive cloud revenue growth that matches or beats Microsoft Azure.

2.  The Capex Return Proof:  Amazon is on track to spend a huge amount on data centers & custom AI chips like Trainiun & Inferentia.  Investors want concrete proof that this heavy infrastructure spending is converting into enterprise contracts, not just sitting idle in server racks.

There will be time to ride the trend once Amazon can show proof of monetisation.

@TigerStars

The boss asked me to issue coins
Hello everyone! Today is the eve of the "US Stock Earnings Week War", and it is also the first day of this tiger! To be honest, the boss stuffed a pocket of tiger coins as soon as he entered the office, and gave a death order: "If you can't finish it in a month, don't think about getting off work!" In order to get off work early and eat hot pot, I will hold fresh topics here every day and wait for everyone. As long as you dare to talk, I dare to send it! Look directly at today's hot discussion šŸ‘‡ šŸ”„ The Nasdaq 100 fell 1.1%. Should the Fed FOMC + Big Four be safe from earnings week?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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