\
  The most prestigious law school admissions discussion board in the world.
BackRefresh Options Favorite

Why is Amzn down??

I recently got my last shares called at 220. But it's now be...
Turquoise senate dragon
  07/31/25
it beat earnings but offered bearish fwd guidance
Ruddy elite therapy sanctuary
  07/31/25
How bearish? Does it predict less earnings next quarter? I'd...
Turquoise senate dragon
  07/31/25
This is Amazon's schtick. They do this literally every quart...
multi-colored emerald site digit ratio
  08/01/25
Why not
mewling amber station ceo
  07/31/25
cause you're a fuckin nigggggggerrrr
Vibrant blood rage indian lodge
  07/31/25
I also don't understand why the market is now at all time hi...
Turquoise senate dragon
  07/31/25
why do ppl still pretend stock market is tied to fundamental...
Garnet titillating resort useless brakes
  07/31/25
...
Motley heaven clown
  08/01/25
Markets thought that Trump would TACO but he didn't and now ...
Sapphire Piazza
  07/31/25
No they aren't. Futures down .2%. After hitting a new record...
Turquoise senate dragon
  07/31/25
they still think its BS cause trump exempts tons of shit lik...
Garnet titillating resort useless brakes
  07/31/25
its cause their guidance is negative and thats im sure purel...
Garnet titillating resort useless brakes
  07/31/25
Oh it's because aws margina are down, getting dominated by m...
Turquoise senate dragon
  07/31/25
In January everyone thought that amzn was the safest big7 an...
Turquoise senate dragon
  07/31/25
So out of all my goog and amzn stocks that I held earlier al...
Turquoise senate dragon
  08/01/25
People are buying fewer lambdas these days.
violent step-uncle's house
  08/01/25
Lambos? Who?
Turquoise senate dragon
  08/01/25
Relax. Amazon is the best business in America. One thing I k...
Nudist old irish cottage dilemma
  08/01/25
But msft is up 30%+ this year mainly while amzn is down ytd,...
Turquoise senate dragon
  08/01/25
well you can only choose one
Nudist old irish cottage dilemma
  08/01/25
Buying opportunity. Irrational reaction imo. The entire r...
multi-colored emerald site digit ratio
  08/01/25
But isn't 60% of their profit cloud, and cloud got completel...
Turquoise senate dragon
  08/01/25
You are underestimating the cost of labor. We’re takin...
multi-colored emerald site digit ratio
  08/01/25
OK so this is the only big7 stock that is down ytd. Should I...
Turquoise senate dragon
  08/01/25
Rate goog vs amzn. I am still holding 400shares of goog, cov...
Turquoise senate dragon
  08/01/25


Poast new message in this thread



Reply Favorite

Date: July 31st, 2025 6:31 PM
Author: Turquoise senate dragon

I recently got my last shares called at 220. But it's now below 220. Should I make a bullish put for 210? Or did it miss on earnings??

(http://www.autoadmit.com/thread.php?thread_id=5756797&forum_id=2)#49146608)



Reply Favorite

Date: July 31st, 2025 6:35 PM
Author: Ruddy elite therapy sanctuary

it beat earnings but offered bearish fwd guidance

(http://www.autoadmit.com/thread.php?thread_id=5756797&forum_id=2)#49146610)



Reply Favorite

Date: July 31st, 2025 6:38 PM
Author: Turquoise senate dragon

How bearish? Does it predict less earnings next quarter? I'd like to get back into amzn but it was 180 just a short while ago.

(http://www.autoadmit.com/thread.php?thread_id=5756797&forum_id=2)#49146619)



Reply Favorite

Date: August 1st, 2025 5:16 PM
Author: multi-colored emerald site digit ratio

This is Amazon's schtick. They do this literally every quarter. Under promise and over deliver wrt guidance.

(http://www.autoadmit.com/thread.php?thread_id=5756797&forum_id=2)#49149414)



Reply Favorite

Date: July 31st, 2025 6:35 PM
Author: mewling amber station ceo

Why not

(http://www.autoadmit.com/thread.php?thread_id=5756797&forum_id=2)#49146612)



Reply Favorite

Date: July 31st, 2025 6:41 PM
Author: Vibrant blood rage indian lodge

cause you're a fuckin nigggggggerrrr

(http://www.autoadmit.com/thread.php?thread_id=5756797&forum_id=2)#49146626)



Reply Favorite

Date: July 31st, 2025 8:34 PM
Author: Turquoise senate dragon

I also don't understand why the market is now at all time high when the tariffs are in fact close to what was promised on april2? I.e. the only one that was repealed was China. Others were promised 15-25% and that's what they're getting

(http://www.autoadmit.com/thread.php?thread_id=5756797&forum_id=2)#49146976)



Reply Favorite

Date: July 31st, 2025 8:36 PM
Author: Garnet titillating resort useless brakes

why do ppl still pretend stock market is tied to fundamentals of economy or something, its just a kike casinos these kikes need to put their money somewhere of course when u had a 20% drawdown the rat faced furks are gonna pour money back in

even if u wanted to argue the tariff shit perhaps cause the big beautiful faggot bill passed kikes can counter that there's loads of pro business tax shit in there so its all washing out

(http://www.autoadmit.com/thread.php?thread_id=5756797&forum_id=2)#49146984)



Reply Favorite

Date: August 1st, 2025 4:56 PM
Author: Motley heaven clown



(http://www.autoadmit.com/thread.php?thread_id=5756797&forum_id=2)#49149353)



Reply Favorite

Date: July 31st, 2025 8:41 PM
Author: Sapphire Piazza

Markets thought that Trump would TACO but he didn't and now futures are crashing.

(http://www.autoadmit.com/thread.php?thread_id=5756797&forum_id=2)#49147001)



Reply Favorite

Date: July 31st, 2025 8:42 PM
Author: Turquoise senate dragon

No they aren't. Futures down .2%. After hitting a new record this week..

(http://www.autoadmit.com/thread.php?thread_id=5756797&forum_id=2)#49147007)



Reply Favorite

Date: July 31st, 2025 9:06 PM
Author: Garnet titillating resort useless brakes

they still think its BS cause trump exempts tons of shit like 25% for india but he is prob exempting apple and pharma so in effect its not furking 25%

and business all know they can bribe him to get specific shit changed, aug is gonna be lolzy just ceo's bribing this benchod for reductions

(http://www.autoadmit.com/thread.php?thread_id=5756797&forum_id=2)#49147054)



Reply Favorite

Date: July 31st, 2025 8:35 PM
Author: Garnet titillating resort useless brakes

its cause their guidance is negative and thats im sure purely cause of trumps tariffs so thanks trump

(http://www.autoadmit.com/thread.php?thread_id=5756797&forum_id=2)#49146980)



Reply Favorite

Date: July 31st, 2025 9:43 PM
Author: Turquoise senate dragon

Oh it's because aws margina are down, getting dominated by msft.

(http://www.autoadmit.com/thread.php?thread_id=5756797&forum_id=2)#49147123)



Reply Favorite

Date: July 31st, 2025 10:24 PM
Author: Turquoise senate dragon

In January everyone thought that amzn was the safest big7 and msft a has been and now all changed. That's why I think it is best to just trade qqqi, qqq, and tqqq

(http://www.autoadmit.com/thread.php?thread_id=5756797&forum_id=2)#49147274)



Reply Favorite

Date: August 1st, 2025 4:18 PM
Author: Turquoise senate dragon

So out of all my goog and amzn stocks that I held earlier all were taken away in covered calls except 4 googl options expired today at 190. I think on Monday I'll sell them as covered calls for next month at 190.. at what value should I actually buy goog or amzn? Or just stick to qqqi+tqqq

(http://www.autoadmit.com/thread.php?thread_id=5756797&forum_id=2)#49149241)



Reply Favorite

Date: August 1st, 2025 4:33 PM
Author: violent step-uncle's house

People are buying fewer lambdas these days.

(http://www.autoadmit.com/thread.php?thread_id=5756797&forum_id=2)#49149285)



Reply Favorite

Date: August 1st, 2025 4:35 PM
Author: Turquoise senate dragon

Lambos? Who?

(http://www.autoadmit.com/thread.php?thread_id=5756797&forum_id=2)#49149288)



Reply Favorite

Date: August 1st, 2025 4:35 PM
Author: Nudist old irish cottage dilemma

Relax. Amazon is the best business in America. One thing I know for certain is it will be higher in the future.

(http://www.autoadmit.com/thread.php?thread_id=5756797&forum_id=2)#49149291)



Reply Favorite

Date: August 1st, 2025 4:38 PM
Author: Turquoise senate dragon

But msft is up 30%+ this year mainly while amzn is down ytd, seems msft and even goog took cloud share from aws.. just because amzn can compete with Walmart in cheap trinkets, doesn't mean it belongs in high tech.

(http://www.autoadmit.com/thread.php?thread_id=5756797&forum_id=2)#49149299)



Reply Favorite

Date: August 1st, 2025 5:41 PM
Author: Nudist old irish cottage dilemma

well you can only choose one

(http://www.autoadmit.com/thread.php?thread_id=5756797&forum_id=2)#49149501)



Reply Favorite

Date: August 1st, 2025 5:19 PM
Author: multi-colored emerald site digit ratio

Buying opportunity. Irrational reaction imo.

The entire robotics story with Amazon doesn't even seem to be on investor's radars right now. Amazon has the highest revenue of any company in the world, but the margin's suck because they run an expensive business (lots of labor costs, machinery, data centers and warehouses). There have been a few stories about how they are actively working on humanoid robots which can complete "last mile" deliver and automate warehouse jobs. If Amazon is successful, the margin of their retail business is going to improve dramatically and profits are going way up.

(http://www.autoadmit.com/thread.php?thread_id=5756797&forum_id=2)#49149419)



Reply Favorite

Date: August 1st, 2025 6:10 PM
Author: Turquoise senate dragon

But isn't 60% of their profit cloud, and cloud got completely beat up by maft and goog , much worse margins and growth. Are you saying now they will suddenly improve their margins on Chinese trinkets because they suddenly replace some of the low wage workers?

(http://www.autoadmit.com/thread.php?thread_id=5756797&forum_id=2)#49149576)



Reply Favorite

Date: August 1st, 2025 7:58 PM
Author: multi-colored emerald site digit ratio

You are underestimating the cost of labor. We’re taking about Amazon.com going from a single digit margin business to like 10-20%. And that part of the business alone makes 500+ billion annually.

Re AWS, “beat up” is crazy hyperbole. Their growth rate is 18%. It’s lower than competitors because they are growing off a much larger base. It’s not reasonable to expect that same growth percentage.

Their margin went from 40% to 32% (lol) literally because they are investing more capex in AI. The demand for GPUs far, far exceeds what AWS can provide. So we have investors literally selling because Amazon has to buy more GPUs in order to make even more money… translate this to any other company or industry and that sounds insane.

(http://www.autoadmit.com/thread.php?thread_id=5756797&forum_id=2)#49149874)



Reply Favorite

Date: August 1st, 2025 9:18 PM
Author: Turquoise senate dragon

OK so this is the only big7 stock that is down ytd. Should I buy bullish puts at 195 on Monday if market allows? My father told me qqqi is stupid compared to qqq, that basically if qqq wins 5%/yr then management fees become a very significant part of profit. That even if I get taxed 40% on my own covered calls its better than to give money to managers.

(http://www.autoadmit.com/thread.php?thread_id=5756797&forum_id=2)#49150057)



Reply Favorite

Date: August 1st, 2025 6:20 PM
Author: Turquoise senate dragon

Rate goog vs amzn. I am still holding 400shares of goog, covered call at 190 barely expired today. Thinking of selling another 190 Cc on mo day because this is the market top. But I could start buying bullish Amazon puts at 195?

(http://www.autoadmit.com/thread.php?thread_id=5756797&forum_id=2)#49149605)