Amazon's weak retail growth has shaken the earlier buy case. Online-store sales rose just 2% year over year, and the retail numbers look so poor that it is no longer clear at what price the shares are a buy. x.com  x.com  x.com 

Amazon's AWS grew 39% on $46 billion of quarterly revenue, outweighing concern over the stock's 10% after-hours decline. Amazon is a buy below $200. x.com 

UPS, Saia and XPO are among the most exposed to competitive and price pressure from Amazon's new Supply Chain Services, yet their shares have glossed over it, with UPS up almost daily for two weeks. LTL and parcel demand is lagging, and these carriers have relied heavily on price to offset higher costs and weaker volumes. Amazon's entry should squeeze both sides, especially for domestic players. Broader trucking has support from regulatory crackdowns and AI-related flatbed demand. x.com 

AWS's near-40% growth and agents' limited adoption make negative pre-earnings sentiment toward Amazon look misplaced. AWS was expected to have one of its best quarters and reported $184B ARR, up 39.3%, close to the projected $185B and 40%. Agents remain far from mainstream, so agentic e-commerce disruption was not expected to show up this quarter. x.com  x.com  x.com 

UPS is cheap against its earnings, at 17x trailing and 12x next year's versus an industry norm of 19x. Fair value is $134.92-171.72, or 19x next year's forecast $8.07 EPS give or take 12%, leaving the stock about 30% under the low end. The case leans on that forecast, which is 50% above trailing earnings, and rests on valuation levels only, without fundamental work. x.com 

United Parcel Service is listed fourth in a ten-part thread, with the argument contained in an attached image rather than the post text. x.com 

United Parcel Service offers attractive upside plus a dividend yield above 7%, making it a defensive diversifier as capital rotates out of crowded S&P 500 sectors. The stock has consolidated for months in a high-timeframe support range around $92, tilting risk-reward toward buyers. The 12-month target is $165, at high-timeframe resistance and the 0.5-0.618 Fibonacci golden pocket, roughly 60% upside before dividends. x.com  x.com 

Amazon looks like a $289 stock at $249, as AWS growth reaccelerates and retail margins improve. Real wealth is built by buying in weeks like this one and holding, not by buying all-time highs. x.com 

Amazon is uninvestable despite looking very cheap on above-consensus estimates, because everyone else's numbers are also above the Street, leaving no incremental buyers. x.com 

FedEx should get a good tailwind from falling oil after an excellent earnings report last week, making it a decent setup given the market. x.com