Selling Amazon before earnings?

=== SUMMARY === - Author considers selling Amazon (AMZN) before earnings due to expected disappointment from high cash flow spending on long-term investments. - Thesis: current price ~$265–275 may be near a short-term peak, with a more optimal entry around $280–290 after a potential pullback. - Quality assessment: Speculation based on gut feeling, lacking detailed financial data or rigorous analysis; not well-researched DD. === SENTIMENT === BEARISH (short-term on AMZN before earnings) === TRADE IDEAS === AMZN - WATCH | confidence: 0.55 | sentiment: -0.30 Speaker: u/RemoteCoconut1062 Thesis: 1. THE FACT: Author notes high capex spending at Amazon may depress near-term earnings, and price has rallied to ~$265 (above his $180 cost basis). 2. THE BRIDGE: Earnings miss or cautious guidance could trigger a short-term pullback, creating a better re-entry around $280–290. 3. THE VERDICT: While long-term bullish, the author suggests trimming or waiting before earnings to avoid downside risk. 4. RISKS: Amazon beats earnings (e.g., AWS strength, cost controls) leading to further upside; missing out on continued rally. Timeframe: short-term Key Points: - High capex may pressure short-term earnings - Current price near $265 offers a potential sell opportunity - Better entry level indicated ~$280-290 after pullback - Long-term bullish thesis intact, short-term caution - No specific stop-loss or position sizing provided