Andy Jassy

1.3 ★★★★★ Posted today
CEO, Amazon
@ajassy · tracked since Feb 2026
Follow Twitter Site
Ideas 1
Long / short 1 L/0 S
Win rate -
Tracked posts 2 0.03/day
Avg return -
Long return -
Short return -
New ideas 0 last 30d
Most mentioned
Best trades
Loading live returns
Worst trades
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Pick return distribution

Live distribution of all picks with entry price. Right tail = home runs.
< -30%-30/-10-10/00/+20+20/+50+50/+100> +100%
Bottom 10%
-
Median
-
Top 10%
-

Average returns

first-opened thesis horizon: return + win-rate
7 days 1 eval.
+1.5%
L +1.5% S -
Win rate 100%
30 days 1 eval.
-4.3%
L -4.3% S -
Win rate 0%
90 days 0 eval.
-
L - S -
Win rate -
Computed from the first opened position per ticker/side. 180d ready when data exists
Result Theme Stance
Ticker
Side
Theme
Entry
P&L
Thesis
First opened
Mentions
Source
Long
Consumer
$210.00
-
Amazon is investing $50B into OpenAI. Crucially, OpenAI will use AWS "Trainium" chips for workloads, which Jassy claims offer "30-40% better price performance." This is not just a cash injection; it is a customer acquisition strategy. By forcing the world's largest AI model (OpenAI) onto Amazon's custom silicon (Trainium), Amazon reduces dependency on Nvidia and validates its own hardware stack. LONG. This creates a flywheel of AWS revenue and validates their $200B Capex spend. If OpenAI fails to deliver AGI or revenue growth slows, the $50B investment becomes dead capital.
Feb 27
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