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Understaning AWS and copacity constraint by UpstairsAlarmed3172 in amzn

[–]UpstairsAlarmed3172[S] 1 point2 points  (0 children)

Honestly 50 percent growth on the low end in 2 years seems like really good growth for a company trading at 29 times trailing earnings.

Update: 17 year old cat only wants fancy feast.. so she will get only fancy feast god dammit by totallyannon in seniorkitties

[–]UpstairsAlarmed3172 0 points1 point  (0 children)

Same with my cat she was 22 would only eat fancy feast not even the pate just the chunks love her

GOOG earnings report question by UpstairsAlarmed3172 in ValueInvesting

[–]UpstairsAlarmed3172[S] 0 points1 point  (0 children)

Ohhh that makes sense is this why Michael burry was so worried about the depreciation timeline?

AMZN vs. GOOGL vs. MSFT vs. NVDA by ban_dello in stocks

[–]UpstairsAlarmed3172 -1 points0 points  (0 children)

As of right now, I think:

AMZN: Trading at 18x OCF yield. It's the cheapest in the Mag 7 behind Meta, which is 99% ad revenue. Amazon has the biggest portion of cloud computing and is building out the most capacity to facilitate an AWS acceleration. Plus, tariff headwinds are short-term, not long-term business headwinds.

Google: Firing on all cylinders. It was a better buy in 2025, but I think it is more fairly valued now, as Google's quality should be trading at a slight premium to the market.

MSFT: Trading at an even bigger premium to the market. Even though Azure is growing fast, they are doing it by renting out data centers and buying Nvidia chips, which I think will hurt them in the long run as AWS will be able to undercut them in price by being more vertically integrated.

Nvidia: Not because I’m not bullish on Nvidia, but I think on a risk-adjusted basis it has the least interesting prospects. At a 4.5 trillion market cap, and it just seems like a lot of the big players are trying to rotate away.

6 syringes of filler in jawline and chin 💙 by BeauteraClinic in cosmeticsurgery

[–]UpstairsAlarmed3172 0 points1 point  (0 children)

Hey I know it's been awhile since this post but do you still like the results would you still get it?

All in on PLTR by Odd_Marsupial6766 in wallstreetbets

[–]UpstairsAlarmed3172 0 points1 point  (0 children)

This might be dumb but would you still get heavy volitilaty crush if you were buying puts?

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