AI and robotics are about to improve Amazon's margins in a way the market is overlooking. x.com 

JD.com's margin expansion is finally coming, as founder Richard Liu says its 700,000 delivery workers will eventually be replaced by robots, per @wallstengine. JD has signed contracts with about 120 schools to retrain couriers for roles such as robot repair and maintenance. x.com 

Amazon is losing ground in shopping and should not hide behind a far-off $1T AWS. Customers go where the experience is easy, products are solid and prices great, and Amazon has lost the price battle. Blocking AI shopping agents would cost it the easy experience, while agents predicting orders from a user's history would erase its delivery-speed advantage. Shopify's CEO lifted Shopify 14% with one post on agentic commerce while Amazon fumbled; Amazon needs to wake up before losing share. x.com  … Show more

Amazon's profits should explode once capex settles because it is replacing human labor with AI and robots while bringing in record revenue. Enterprises will get more output per dollar from electricity and compute than from salaries, so the value of human labor trends toward zero. Amazon laying off employees while raising capex and posting record revenue signals that shift, which makes owning the companies doing the replacing the way to stay ahead. x.com  x.com  x.com 

Amazon's logistics network protects its investment case against AI agents that could hurt its platform: agents cannot rebuild its delivery infrastructure, which has reportedly become America's largest parcel carrier. x.com 

MercadoLibre is a broken stock without a catalyst, and being cheap is not enough to recover. Since AI arrived it has badly underperformed, and no one knows whether AI agents buying from the cheapest source will bypass marketplaces within two or three years. Many holders still call it an obvious bargain, as they did near $1,900, a sign they have not capitulated; real bottoms come with exhaustion and disbelief. A turnaround, new information or an earnings change would be needed to change that. … Show more

Amazon is in an excellent position to capture much of the value from early humanoid and autonomy technology. Many humanoid robotics companies will fight hard for early share of an enormous market, while logistics is dominated by a handful of massive players like Amazon. The use cases shown for autonomy and humanoid robots are consistently logistics networks. x.com 

MercadoLibre's slight margin pressure comes from building an industry-leading logistics network, which is no reason to panic sell. A post the author replies to describes its Mexico City distribution center: over 100K square meters, 12M products in stock, 200K packages a day normally and 1M at peak, four times its 2019 size and serving at least 1M of Mexico's 5M small businesses. With local labor at about $4 an hour, buying robots may not even be economic. x.com  x.com 

MercadoLibre falls into the disliked software sector despite being a big platform with fintech, and there are many hungry Latin Americans who want to use AI to build software too. x.com 

MercadoLibre is a no-brainer long-term buy at current prices because the market's fixation on AI infrastructure has drained capital from proven businesses, leaving them at bargain valuations. It has an almost unassailable competitive position that AI will not replace, and AI should lift its margins through logistics and operational efficiency. New technologies eventually commoditize, so a deep moat is what matters, and long-term investors can profit from the mispricing. x.com  x.com