AMZN Amazon.com Inc

$AMZN is rolling out a new feature to let customers shop by text message — sending requests to its Alexa for Shopping AI agent, which will search for products, compare options & place orders on their behalf. The idea is to make shopping work more like messaging a personal assistant. Amazon says the agent works in the background after it gets a request or a photo, & texts back when the task is done The text thread is also a new place for Amazon to sell. The company says order updates, delivery notifications and deals will eventually land in the same conversation Customers can also turn on auto-buy to have it purchase an item automatically when the price hits their target. It can also watch for price drops, reorder past purchases and check on packages, & Amazon says a conversation started by text will carry over to the Amazon app, the website & Alexa devices.

Nomurra: The market may be misreading the entire AI data center boom Commonly cited that Big Tech is spending hundreds of billions on AI infrastructure, FCF is under pressure, & investors are worried the AI boom isn't profitable & will never be..... Nomura claims: AI infrastructure is already highly profitable. The cash flows simply haven't caught up with the investment cycle • AWS revs: $46B, +39% y/y • AWS ope margin: 38.7% • Google Cloud revs: $30.7B, +103% y/y • Google Cloud op margin: 36.2% • Azure rev growth: +48% y/y These are not the numbers of an industry struggling to generate operating profits The real issue is timing, not necessarily profitability - Big Tech pays for data centers, GPUs, networking & memory upfront - Revs & FCF arrive over subsequent years - That creates a classic FCF J-curve: CAPEX accelerates → FCF deteriorates → Infrastructure generates revenue → Investment growth moderates → FCF recovers Nomura expects operating income to surge before FCF & suggest op-income growth could peak around 2029, while FCF growth accelerates later Demand not the primary constraint - Nomura cites enormous contracted cloud backlogs: • Google Cloud: $560.8B • AWS: ~$496B • Azure RPO: $677B Hyperscalers need to spend - AI increasingly threatens their existing businesses: search, advertising, shopping, software & cloud services are being reshaped by AI agents - essentially fight for their lives - under investing & not maintaining their ecosystem risks surrendering customers, data & market share tomorrow $AMZN $MSFT $GOOGL $ORCL $META

$AMZN this is by far my largest position as I’ve been collecting shares for over 20 years in Amazon. It’s been a lagger to the mag seven for the last five years. Nice to see the boost that it deserves. Imo still under valued for everything that it brings to the table.

$AMZN I have a feeling moving forward now is our time to shine. This will be the mag seven that everybody wants.

$AMZN has entered into a partnership w/ $UBER Eats to allow US Prime members to order restaurant meals directly thru Amazon's app using their existing Amazon account & payment methods The integration enables Prime users to access a vast selection of restaurants nationwide, without the need for a separate Uber account, & there will be no delivery fee on orders over $25 The deal replaces a Prime perk w/ Grubhub which Amazon made an ongoing benefit in 2024 after a one-year trial Amazon says Prime members could save more than $175 a year thru the delivery fee waiver & Prime-only promotions, which it notes is more than the $139 annual cost of Prime (Note: service fees still apply). New users get $20 off their first 2 orders of $25 or more within 14 days, and Prime Visa cardholders earn 5% back on Uber Eats orders thru Dec 5 Note: Amazon shut down its own Amazon Restaurants service in 2019, 4-years after launching it in Seattle & expanding to more than 20 US cities The Uber deal is part of Amazon’s broader push to add value to Prime. In Feb, Amazon made its Alexa+ AI assistant free for US Prime members.

$AMZN now it is the Democrats turn to take all of your money. Same coin... just a different side. Humans out number the lizard people. Time to take it back....take it all back

- Amazon $AMZN names Uber Eats $UBER its official food delivery partner for Prime members, replacing Grubhub as their partnership ends today. - Prime members can now order Uber Eats directly through Amazon's website or app without an Uber account, with $0 delivery fees on orders over $25.

$AMZN is trying to breakout! - But will it stick? Whales are positioning in calls with over $3M in 12/18 $380 Calls hitting the tape! $262.50 is the level to close above for a continuation!

$AMZN ok today is gonna be a great day to be in Amazon stock i think yesterdays volume was double what it normally is today its time to push up!

$AMZN $AAPL Took capital out and mos of puts profits. Left house money. Moved some to $QQQ $650 calls. Done. What a week! ✌️ out!

$AMZN since the 2022 bottom it's built up a massive volume shelf and not the candle you were expecting after last weeks earnings.

$AMZN don't worry about my kindergarten art drawing she's going to 280...and I'm just an old man who scalps to pay his bills and eat for the last 4 years...and I was a licensed series 7 & 24 with 300 clients so I've blown more accts than you have it's ok... I share for free so steal my tools and I wish you luck, she's gonna break out of those two thick black lines no time for jokes about your sister...

$AMZN #AMZN Bullflag set up on 4hr chart, support at 264 and at 260, target breakout is 271.49 and targets are 280 and 289 then 299 #OTWSWatchlist

$AMZN i held one i never hold 2 hr here place you bets in the comments be nice to each other guys lol

🚨 TRADE ALERT — $AMZN 💎 265 CALL | 0DTE 🛑 Stop Loss: 20% ⚠️ High-risk, same-day expiry. Manage position size carefully and respect your stop loss. Not Financial Advice. ☘️

$AMZN With AI stocks selling off, one line from the other side of the Anthropic deal. Per its S-1, Anthropic owes AWS at least $110.0B through April 2036, regardless of actual usage. That's a minimum, not a forecast.

$AMZN best 2 quarters for Amazon are coming back to back 280 by the end of November and probably closer 300 by end of December now time sit back and wait😄!

$AMZN are we back to spring zero sum game with “semi’s over megacaps”back again? I think we can move up together again like normally in 2025 but one never knows.

$AMZN Uber Eats with Prime/Alexa+ news in itself isn't a needle-mover but in context it is another clear step that Alexa+/Prime is already becoming the world's "Life-Agent" beyond "its own shop" and by far the besy membership perks pgm just getting started. I mean all MUSE type "Life-Agents" will have similar base functionality to assist in life's tasks but one gives you the PRIME perks LEO connectivity, discounted .20/mile robotaxi vs. $1/mile buying a car etc.

$AMZN $QQQ very quickly. Amazon will be leading the market. I mean within hours two days. And we’re talking about easily $300 by November 20.