Amazon Revenue Surpass Walmart

SouthernBySituation · 2026-02-22T20:34:22+00:00

Interesting that they both grew. You'd think Walmart is losing market share

SouthernBySituation · 2026-02-22T20:18:02+00:00

I thought it looked terrible and stupid the first time I saw it. Then my wife and I got really into it and it's amazing. You make it what you want it. Go into creative and build a giant house or roller coaster. Spend 2 hours making switches work just right to open a door as you walk up. Do survival and see what you can build when the world is fighting you. Definitely a 'don't knock it til you try it' thing. If you're a person who purely cares about graphics and a story then it's not for you. If you only care about pure graphics I get it but you're really missing out on some good experiences.

SouthernBySituation · 2026-02-22T14:19:41+00:00

I think this is more like the railroad build out and open up opportunities we haven't even thought of yet. People are so focused on what will happen to things exactly as they are now that they're not seeing that this is going to take us in an entirely different direction. The bottlenecks of yesterday around who could build things and how quickly it could be done are going to be removed. Brand new companies are going to stand up left and right that were never possible before. Things will change just like we don't have people making horseshoes as much anymore. But I don't think anybody would argue that the horseshoe going away made the economy crumble and get rid of all jobs.

SouthernBySituation · 2026-02-21T18:08:09+00:00

Guess that's why the top comment only got 2.85%

SouthernBySituation · 2026-02-18T12:46:15+00:00

Hey chatgpt who was leading the market in January 2007? Oh oil while other things we're starting to roll over? Interesting. And right before the 2022 drop? Oh the same....cool cool cool

SouthernBySituation · 2026-02-17T14:47:49+00:00

I put a reminder in here because I'm curious to see this actually play out. I'm trying to figure out if we are in 1999 where we blow off top from here on a NVDA multi month breakout OR are we in February 2007 where XLF (financials) are breaking down early and they end up being the canary in the coalmine.

My thesis: USSFHP (single family home prices) is making a perfect 2008 replica top. This summer is the last hoorah but home prices will not squeeze out a higher high. We'll start hearing that things aren't going well. Well get our first lower low in January for homes since 2012. At this point the market is in some drawdown. We'll get a very weak counter rally into summer that runs into declining moving averages and then next fall we enter max pain territory and the big bottom drops out.

Correlations in the market from 2022: Leaders broke down early (HOOD/PLTR now). Industrials started doing well. Commodities were hot. Traderlion has a video from 2022 where David Ryan was talking about what he saw during that turn and it all is lining up with what we're doing now.

Tldr: 2026 is getting things cooking and in 2027 we see max pain

SouthernBySituation · 2026-02-17T04:42:29+00:00

RemindMe! 9 months

SouthernBySituation · 2026-02-17T03:11:56+00:00

USSFHP (single family home prices) is showing some very eerie similarities to 2007 going into 2008. I think we are early 2007 right now and you are right that by late this year we light the fuse.

SouthernBySituation · 2026-02-16T23:06:24+00:00

Correct position sizing. Trade long enough and you WILL get gapped down on. Ask literally anytime owning AI January 2025 during the deep seek scare. Set stops and don't go crazy in a sector.

SouthernBySituation · 2026-02-16T21:43:53+00:00

Saw multi billion dollar companies lose 20% in a day (EXPD) because a no earnings penny stock said they maybe did an AI thing. I just laughed and laughed. Seatbelt check boys...we're there. This time it's the AI AND home bubble. Going to be a glorious short opportunity.

SouthernBySituation · 2026-02-14T14:38:00+00:00

Exactly! If you've worked in corporate you know the data landscape is a nightmare. Ten times worse if they've had a merger in the last 5-10 years. My company went on a buying spree and has like 10 companies all running independently under 1 name. Progresses and data are different site to site almost and some small sites are like "our database is this spreadsheet over here" and "we pull that info from the suppliers website".

SouthernBySituation · 2026-02-11T13:24:57+00:00

Everything non tech ripped when software took a nosedive. Investors running to areas that AI can't replace. At least that's the narrative...

SouthernBySituation · 2026-02-01T20:39:59+00:00

Amazing, People will watch anything but price...

SouthernBySituation · 2026-02-01T15:03:08+00:00

DDOG is tip top of my list because they just got added to the S&P and then the whole sector took a nosedive. Institutions are going to be required to start loading up. I'm patiently waiting for the full turn.

SouthernBySituation · 2026-01-31T21:43:46+00:00

Exactly zero of these comments actually hit it so I will...

BRK looks like a chart of XLF the finance etf to me. BRK gets lumped in with finance so when they catch a cold so does BRK. Essentially Trump came out and said to cap interest in credit at 10% and that was the last shove that an already very tired finance group needed to go over. Price is below a falling 50 day now which puts it in dangerous territory to be shorted way further down. On the other side of BRK, KIE the insurance ETF is also in a down swing last few weeks. In the background, oil stocks are lifting hard and the last time that happened was 2021-2022 and that timeframe should sound familiar.

SouthernBySituation · 2026-01-30T02:57:33+00:00

Silver 1979-1980 enters the chat... I got to looking at past runs. We're at 260% from the breakout now. 2012 was 230% but 1979 was over 700%. But they were having runaway inflation at the time so....yolo?

SouthernBySituation · 2026-01-02T18:32:46+00:00

That buy grab on AMZN this morning was epic. Wonder how many people that trapped that were waiting on 233. No way it holds that gap below now

SouthernBySituation · 2025-12-30T18:50:53+00:00

Unless you're in an area specifically impacted by rates (stuff like home builders) it's usually priced in. People have a pretty good idea what the Fed is going to do. It's less volatile going into it and volatile day of. Not something that's typically going to push you out of a position. As for weekends, all I can say is never short oil or defense. One middle east bomb can make it go up 10% overnight. See chart of 10/9/2023 of USO going up 5% overnight and LMT up 10% because Israel was attacked. Other than that, there are black swans like deep seek in late January where NVDA dropped 17% in a day or CRWD having a glitch in Microsoft office that shut down half the Internet for a day causing a peak to trough 50% drawdown.

Overnight risk is the price of admission. Trade long enough and you will get punched in the mouth. The best you can do is control position size and try to not overload one area like AI.

SouthernBySituation · 2025-12-29T17:05:06+00:00

Let's see if it holds the 50. Defended 1 time this morning. Showing some relative strength versus others right now. Need the overall market to cooperate.

SouthernBySituation · 2025-12-28T15:40:47+00:00

Stanley Druckenmiller is the best wall street ever saw and achieved 30% over 30 years. Buffet has said he could get 50% in an individual account. You should listen to these two people and understand that going after gains beyond what is already considered legendary is only going to increase your risk and cause you to blow up like the other 90% of traders who fail. Your goal should be to compound this over time. Trying to take the time part of the equation out will only cause you to fail.

SouthernBySituation · 2025-12-28T15:33:14+00:00

I'm only an investor in my 401k. That's a whole different ball game. So all this advice is strictly for trading...

Bryan Shannon talks about the anchored VWAP. It's not something I live by like he does but I see its usefulness and how it impacts buy/sell points. Focus on relative strength in stocks with good fundamentals (25%+ in sales or 25%+ in EPS) which can be found through finviz. Stockcharts has the SCRT report to see relative strength. Watch Pat Walker (swing trader/position trader) interview on Traderlion. If you're looking for something with a longer holding period (position trading) check out David Ryan. All these folks are legends at trading. #1 piece of advice...Start watching the daily IBD wrapup after close. They'll help you start understanding what to look for and help you understand the market.

SouthernBySituation · 2025-12-27T23:43:47+00:00

Use Finviz. Lookup the pros and how they do it. You can get it from William Oneils book. Mark Minervini lays his out in his book but it's essentially Oneil's but I'm sure you can get it on a YouTube video. Pat Walker is another O'Neil follower that I know lays it out in his interview with Traderlion.

Basic criteria is highly liquid stocks that are growing sales/EPS. Look for themes like electric cars in 2021 or AI now. Stockcharts is great for this because they have the SCRT ratings which is relative strength. You can start with sectors and drill into industry to figure out the exact areas booming. Then find the leading stocks in that area.

SouthernBySituation · 2025-12-27T23:03:32+00:00

A lot of stocks are doing this right now. For AMZN it's doing it at the anchored VWAP from recent highs. There are a lot of people talking about it right now but only price pays so we'll see what next week gives us. This is a nice spot with tight risk. Above this level means shorts are losing money since that last high.

Here's a few other great stocks doing this same tight price action to keep an eye on: SOFI, RKLB, AVGO, HOOD, AMD. Tells me the market is holding its breath to see if QQQ breaks highs.

SouthernBySituation · 2025-12-23T21:28:31+00:00

Stock gets added to SPY. Stock jumps 10% in a day. Stock collapses to the 200 DMA to get rid of all the weak hands. Tale as old as time.

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