Hooman
Engineer
Amazon's operating cash flow reflects the underlying resilience of the business, and its high capex is a choice, so negative free cash flow does not break the case. Amazon also had negative free cash flow when it traded below $100 three to four years ago, and it was a buy then just as it is now. An expected Bezos sell program near $300 may cap rallies there. x.com x.comÂ
Alphabet's core Search growth is slowing while AI spending surges, making the selloff look deserved despite fast Cloud growth. Search growth fell from 19% to 17% to 12% over three quarters; Search now represents just under half of revenue. The stock could fall to $250, though Amazon is the preferred buy. x.com x.com x.com x.com x.comÂ
Amazon's unusual long-term AWS guidance looks desperate and leaves its stock looking dead. @P_Remarks says Amazon normally avoids long-term guidance and speculates that its projection of over 40% AWS revenue growth in both 2027 and 2028 was a Hail Mary to offset a quarter weak relative to expectations. x.comÂ
Amazon's AWS growth remains strong despite slight earnings misses. AWS revenue rose 39% year over year in Q3. Increased 2027 capex could still weigh on the shares in the short term, even if demand continues to rise. x.com x.com x.com x.comÂ
Disappointing Amazon earnings make a Nasdaq 100 decline to the bottom of its range near 700 look likely tomorrow. It may be forming a range like the one that preceded the decline into the March low, but a sideways phase lasting as long as that one looks unlikely. x.com x.comÂ
Amazon's retail business makes it an unattractive way to own ANT exposure now that hyperscalers are no longer necessary for it. x.comÂ
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.comÂ
Political uncertainty and Amazon competition have held MercadoLibre's stock back despite a humming business. The company is great and the stock deserves to turn, but at roughly 45 times earnings and only about 12% gained over five years, it has remained a difficult stock to own. x.com x.com x.com x.comÂ
Walmart's valuation looks like a bubble about to pop: investors pay 37x earnings for 6% revenue growth. Amazon is a more direct comparison and is way cheaper with roughly three times faster growth. x.com x.comÂ
Amazon's AWS growth still drives its valuation, making the post-earnings decline look temporary despite misses elsewhere. AWS grew 39% to $46 billion, above the $45.4 billion expected; Jassy sees growth above 40% in both 2027 and 2028. Earnings, advertising and Q4 sales guidance missed expectations, while trailing free cash flow was negative $42.4 billion. x.com x.comÂ
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.comÂ