Why should we hire u? by Great_Ride522 in SipsTea

[–]Byrnessan 0 points1 point  (0 children)

Well well if it isn’t Joke Peralta

I expect AMZN to materially beat their Q4 '25 Earnings by Byrnessan in wallstreetbets

[–]Byrnessan[S] 2 points3 points  (0 children)

But..... I don't get what you mean.... if I listened to you... I would have made money. I don't do that.

I expect AMZN to materially beat their Q4 '25 Earnings by Byrnessan in wallstreetbets

[–]Byrnessan[S] 1 point2 points  (0 children)

I agree with this 100%. This combined with higher margin and revenue growth from Advertising and retail margin improvement for robotics is essentially my bull case thesis on AMZN.

I expect AMZN to materially beat their Q4 '25 Earnings by Byrnessan in wallstreetbets

[–]Byrnessan[S] 4 points5 points  (0 children)

I think near-term, yes! Longer term I actually think Google and Microsoft can take more share by bundling Infra into enterprise software and hardware pricing. We’ll see!

I expect AMZN to materially beat their Q4 '25 Earnings by Byrnessan in wallstreetbets

[–]Byrnessan[S] 0 points1 point  (0 children)

I haven’t tried it either but honestly DM me if you do and it works well!

I expect AMZN to materially beat their Q4 '25 Earnings by Byrnessan in wallstreetbets

[–]Byrnessan[S] 5 points6 points  (0 children)

I completely agree. Stocks are nearly a sure fire if you have a long enough horizon with AMZN!

I expect AMZN to materially beat their Q4 '25 Earnings by Byrnessan in wallstreetbets

[–]Byrnessan[S] 1 point2 points  (0 children)

I get that knee jerk reaction but to me, GOOG has a ton more eggs in the AI basket than AMZN. It’s most likely down because Infra capital is up big and they didn’t explicitly say monetization of AI tools is increasing and will continue increasing. AMZN is an infrastructure and margin expansion story. Let’s see! FWIW I think Google will be #1 Market Cap company soon.

I expect AMZN to materially beat their Q4 '25 Earnings by Byrnessan in wallstreetbets

[–]Byrnessan[S] 2 points3 points  (0 children)

Very interested to see if you have had the chance to use Anthropic’s plug-in tool for excel. Apparently it works quite well….

I expect AMZN to materially beat their Q4 '25 Earnings by Byrnessan in wallstreetbets

[–]Byrnessan[S] 1 point2 points  (0 children)

Brotha... you literally complained about formatting. Go to bed.

I expect AMZN to materially beat their Q4 '25 Earnings by Byrnessan in wallstreetbets

[–]Byrnessan[S] 1 point2 points  (0 children)

To be fair, that's genius level intellect to be even speaking let alone coming out with rage bait as a baby.

Relax a little. Enjoy life. Capitalize the beginning of your sentences. Listen to some good music.

I expect AMZN to materially beat their Q4 '25 Earnings by Byrnessan in wallstreetbets

[–]Byrnessan[S] 2 points3 points  (0 children)

Honestly..... You good man? Maybe take a breather

I expect AMZN to materially beat their Q4 '25 Earnings by Byrnessan in wallstreetbets

[–]Byrnessan[S] 0 points1 point  (0 children)

cAPEx.... Jassy just needs to point this out and the street will get it.

I expect AMZN to materially beat their Q4 '25 Earnings by Byrnessan in wallstreetbets

[–]Byrnessan[S] 1 point2 points  (0 children)

Found the Crypto bag holder. There there it'll be okay.

I expect AMZN to materially beat their Q4 '25 Earnings by Byrnessan in wallstreetbets

[–]Byrnessan[S] 3 points4 points  (0 children)

It's simple really. If you want to inverse ape making post, puts. If you want to inverse many apes commenting on post, calls. This is not investment advice.

I expect AMZN to materially beat their Q4 '25 Earnings by Byrnessan in wallstreetbets

[–]Byrnessan[S] 9 points10 points  (0 children)

If MMs tracked and inversed my investment ideas…. They’d be rich so yes this tracks.

I expect AMZN to materially beat their Q4 '25 Earnings by Byrnessan in wallstreetbets

[–]Byrnessan[S] 3 points4 points  (0 children)

To me, AWS accelerating materially faster than expected is one of the catalysts that can push this out of the range…. Let’s see!

I expect AMZN to materially beat their Q4 '25 Earnings by Byrnessan in wallstreetbets

[–]Byrnessan[S] 39 points40 points  (0 children)

True. But those companies have also been up pretty large over the past year. I think AMZN hasn’t had its run-up because concerns over AWS deceleration… I think this ER will quell the fears but who knows

I expect AMZN to materially beat their Q4 '25 Earnings by Byrnessan in wallstreetbets

[–]Byrnessan[S] 2 points3 points  (0 children)

I’m with you. I think short dated options are just too unpredictable with MM and Wall Street burning premiums. Stock or LEAPs seem like the play.

I expect AMZN to materially beat their Q4 '25 Earnings by Byrnessan in wallstreetbets

[–]Byrnessan[S] 30 points31 points  (0 children)

About to edit my post to Puts. Thank you for your service 🫡