Entry248.73→Now262.63
Microsoft, Amazon well positioned into 2027 Open original source
AMZN Amazon.com, Inc. Loading... : Investor Sentiment and Bull/Bear Views
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Top Calls
Entry248.98→Now262.63
Diversified Amazon with cash flow control and AI tailwinds Open original source
Entry248.98→Now262.63
The author has been adding to hyperscalers because they can host multiple model choices, connect applications to customer data, and provide security and software while keeping customer cloud relations Open original source
Entry248.98→Now262.63
$AMZN owned; undervalued/generational bottom Open original source
Entry248.98→Now262.63
Holds $11k AMZN Jan 245 calls Open original source
Entry248.98→Now262.63
AMZN cheap vs WMT; AWS free at this price Open original source
Entry248.98→Now262.63
Owns AMZN; potential minority stake in restructured Anthropic Open original source
Entry248.98→Now262.63
Holds long-dated AMZN $250 June 2027 calls Open original source
Entry248.99→Now262.63
Author bought AMZN Open original source
Entry249.35→Now262.63
Bought $40k AMZN calls on fear Open original source
Entry249.75→Now262.63
Added to AMZN on the dip Open original source
Entry250.05→Now262.63
Extra 30% AMZN held over weekend Open original source
Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
01:49
Oct 21
Oct 21
The David Lin Report
Hyperscaler AI capex threatens profits.
Large hyperscalers such as Microsoft and Amazon are spending so heavily on AI capex that depreciation from the buildout will eventually exceed their profits. At current rates and planned spending, George says they will have zero profits by 2030, effectively flushing free cash flow down the toilet. This is a negative long-term profit and cash-flow view on the hyperscaler group.
AMZN
Amazon.com, Inc.
Avoid
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17:46
Oct 20
Oct 20
Bloomberg Markets
Hyperscalers benefit from AI compute demand.
He expects Amazon, Microsoft and Google to show acceleration in cloud revenue as AI compute demand stays high. Unlike neoclouds, they are not locked into fixed contracts and benefit from rising spot GPU pricing, making their trends healthier than Meta's.
AMZN
Amazon.com, Inc.
Long
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—
17:01
Oct 20
Oct 20
r/stocks
Sell AI capex hyperscalers as spending outpaces borrowing
The author argues the AI capex hyperscalers will keep spending until they can no longer borrow, implying deteriorating fundamentals for these names. The mechanism is that the 'drug addict' capex spenders are the ones to sell while the 'drug dealer' semiconductor suppliers are the ones to buy. No specific catalyst or time horizon is given, and no downside risk is stated.
AMZN
Amazon.com, Inc.
Avoid
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About AMZN Investor Commentary
Across the available history and selected sources, Buzzberg tracks AMZN (Amazon.com, Inc.) across 219 sources: 1014 bullish vs 44 bearish calls from 759 authors. Historical directional balance: 27% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 3579 total trade ideas tracked. Past 7 days, before deduplication: 46 bullish, 4 bearish, 154 other directions. Latest voices: George Noble, Mandeep Singh, u/autumnbreeznleaves.