AMZN Amazon.com, Inc. Loading... : Bullish and Bearish Analyst Opinions
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03:39
Jun 04
Jun 04
Author expresses high conviction that upstream semi supply chain companies will go much higher based on massive hyperscaler capex revisions, but lists tickers as factual beneficiaries and chokepoints rather than current positions.
LOW
00:07
Jun 04
Jun 04
Amazon engineers in Seattle criticize the company for building AI data centers while laying off 30,000 staffers, according to CNBC.
00:05
Jun 04
Jun 04
Amazon plans to build a data center in Wheatfield, Indiana, and will pay $1.25 billion to reduce energy cost impact on local payers.
19:45
Jun 03
Jun 03
The author expresses personal pain from recent swings but maintains a long-term bullish view on Amazon, suggesting loading leaps without an explicit forward position call.
12:08
Jun 03
Jun 03
Big tech undervalued amid AI frenzy
Microsoft, Meta, and Amazon are high-quality businesses with durable, non-disruptible growth that are being overlooked as investors focus on AI hype in chips and energy. They trade at cheap valuations relative to their long-term cash flow potential and are direct beneficiaries of AI adoption.
HIGH
12:04
Jun 03
Jun 03
Premarket movers report shows mixed performance across Magnificent Seven stocks, with notable moves in Cognyte Software slumping 21%, GameStop rising 13%, and Marvell Technology gaining 10% after Nvidia CEO's trillion-dollar valuation prediction.
05:32
Jun 03
Jun 03
Amazon introduces Prime membership in South Africa, offering delivery, discounts, and entertainment to expand its global footprint.
00:51
Jun 03
Jun 03
Long US tech leaders for long-term.
For long-term investment, focus on US technology leaders like NVIDIA, Google, Amazon, and Microsoft. These companies drive AI capex and have sustainable competitive advantages, unlike cyclical Korean stocks.
HIGH
00:08
Jun 03
Jun 03
Buy US mega-cap tech; hold cash.
The Korean market is overvalued and faces liquidity tightening. Long-term investors should rotate into US mega-cap tech leaders like Nvidia, Alphabet, Microsoft, and Amazon, which have sustainable earnings power and global technology leadership. For caution, maintain elevated cash holdings to take advantage of future corrections.
MED
22:51
Jun 02
Jun 02
Mega-cap tech names flagged as buyable at current prices with a one-quarter horizon, expected to outperform SPX and cash. Bullish advisory framing but no explicit first-person ownership disclosed; treat as watch with positive bias.
MED
22:36
Jun 02
Jun 02
The author predicts major equity dilution from MAG 7 and AI labs to fund capex and memory prepayments, framing this as the end game without taking a personal position.
LOW
20:26
Jun 02
Jun 02
Historical/self-quoted buy-list used as track-record context in a defensive reply; not a fresh current position or actionable forward call.
LOW
19:57
Jun 02
Jun 02
A highly upvoted comment suggests puts on AMZN, mocking “Prime Day is June 23-26, they don’t even know how long a day is.” The community sees an opportunity to short an overhyped event with a flawed narrative. Short AMZN into Prime Day based on skeptical sentiment. Prime Day could boost sales; Amazon often rallies on news; only one comment supports this.
MED
18:59
Jun 02
Jun 02
Watch Amazon (AMZN) as a hyperscaler that could adopt Arm AGI CPUs, though the author does not provide explicit directional view.
MED
14:54
Jun 02
Jun 02
Watch GOOGL and AMZN as hybrid local-cloud inference shifts some workload away from pure cloud but expands overall enterprise AI demand.
MED
14:33
Jun 02
Jun 02
Former Oracle employee discusses consolidation in AI services, noting hyperscalers like Amazon, Google, and Microsoft are best positioned due to specialization and integration capabilities.
14:27
Jun 02
Jun 02
Watch these hyperscalers as they benefit from custom Arm silicon improving AI TCO and capacity under power constraints.
MED
14:27
Jun 02
Jun 02
Watch AMZN as Graviton adoption gains share and is cited as proof of Arm’s data-center CPU momentum (no position stated).
MED
13:48
Jun 02
Jun 02
Monitor these companies as potential equity issuers due to capex requirements and costly equity capital, which could lead to dilution. No position taken.
MED
11:49
Jun 02
Jun 02
Premarket movers include mixed Mag 7 performance, semiconductor sector rallies on AI growth, and notable individual stock moves on earnings, downgrades, and corporate announcements.
10:03
Jun 02
Jun 02
The Biden administration placed Amazon's former lawyer in charge of a landmark antitrust case against the company's control over its contract drivers.
07:00
Jun 02
Jun 02
Amazon announces its annual Prime Day sales event will take place from June 23 to June 26, shifting from its usual July timing due to major holidays and sporting events.
05:08
Jun 02
Jun 02
Amazon announces its Prime Day event scheduled for June 23-26, featuring millions of exclusive deals for members.
03:37
Jun 02
Jun 02
The author confirms they are still holding long positions in SPY and AMZN from a year ago, defending against accusations of hindsight bias.
03:09
Jun 02
Jun 02
Author argues AI capex and defense spending are structural, existential themes with space as a key enabler, but lists no personal positions or explicit forward calls.
LOW
03:02
Jun 02
Jun 02
Author lists planned buy levels based on Fibonacci discounts, but provides no catalyst or thesis beyond past gains.
LOW
23:00
Jun 01
Jun 01
AWS token-as-a-service margins are superior.
AWS's operating margins are rising because of a growing mix of token-as-a-service (Bedrock) driven by Anthropic, which has much higher margins than GPU-as-a-service. Amazon's workload mix advantage allows it to expand margins even during massive capacity expansion, unlike competitors facing margin pressure from asset-heavy GPU service models.
HIGH
22:55
Jun 01
Jun 01
Australia's competition regulator issues removal requests to Amazon, eBay, Kogan and Fruugo for toys containing potentially lethal small magnets and probes online supply of prohibited products.
22:53
Jun 01
Jun 01
Australia's competition regulator issues removal requests to Amazon, eBay, Kogan and Fruugo for toys containing potentially lethal small magnets.
21:50
Jun 01
Jun 01
Watch AMZN as a beneficiary of the OpenAI on AWS announcement, driving LLM consumption growth within the GAI infrastructure trade.
MED
About AMZN Analyst Coverage
Buzzberg tracks AMZN (Amazon.com, Inc.) across 92 sources. 222 bullish vs 13 bearish calls from 248 analysts. Sentiment: predominantly bullish (34%). 609 total trade ideas tracked.