Year II · No. 665 · 1,823 entries Tuesday, October 27, 2026 ES EN Get the weekly digest

Thesis Almanac

US · 72 entries · 53 publications

AMZN

Amazon

Entries
72
Bullish
7
Bearish
0
First
Feb 11, 2025
Latest
Oct 26, 2026

▲ 7 bullish ▼ 0 bearish · 65 no stance

More bullish than bearish among those that state a stance.

Jan 25 – Oct 26 · per month

Full performance tracking Pro · free during launch

Alpha of every thesis on AMZN at 1, 3 and 6 months and since publication, and the full chart vs its benchmark.

Free during launch: log in or sign up with your email to see it.

Sign up free

Sector research that mentions it

1

Timeline

Newest to oldest
  1. October 2026 23 entries

    Institutional · eToro

    Big profits. Bigger spending questions.

    Analyst Weekly, October 26, 2026 This earnings season, beating expectations may only get companies halfway there. Investors also want to know how much cash those profits leave behind. AI’s bill is arriving Alphabet…

    GOOGLMSFTAMZNMETAshort1,422 words

    Substack · +FlowkCash

    #58: La VALORACIÓN de AMAZON y los RESULTADOS del LUJO y ASML

    Bienvenid@ a +FlowKCash, un podcast de inversión en el que pretendemos hacer algo que no se ha hecho nunca…hablar de inversión de una manera accesible, amena y con conocimiento de causa.

    BullishAMZNASMLES2,579 words

    Since publication AMZN −5.2% α −4.7 pp vs S&P 500 · USD

    Substack · High Voltage Business Builders Create Wealth Through ECOM · Voltage Digital

    EP413: One operator can run a $4M Amazon brand

    One operator runs a $4M Amazon brand. Here is how you stop renting people and start using knowledge as a service.

    AMZN860 words

    Since publication −4.0% α −2.4 pp vs S&P 500 · USD

    Substack · High Voltage Business Builders Create Wealth Through ECOM · Voltage Digital

    EP411: Use Amazon October Prime Day to Secure Q4 Cash Flow

    Stop treating Amazon October Prime Day as a sale. Use it as a test to secure your Q4 cash flow and stop bleeding margins.

    AMZN868 words

    Since publication −5.1% α −3.4 pp vs S&P 500 · USD

  2. September 2026 5 entries
  3. August 2026 8 entries

    Substack · Invest in Quality · Invest In Assets 📈

    Why I'm Bullish on Amazon 🛍️

    AWS Just Grew Faster Than It Has in 18 Quarters

    AMZNshort1,276 words

    Since publication −8.5% α −7.9 pp vs S&P 500 · USD

    Substack · Club de inversión: Entre Acciones🪐✨ · Club: Entre Acciones🪐✨

    Resultados Q2 2026– Amazon $AMZN

    Un espacio pensado para quienes ya invierten en acciones y quieren profundizar, compartir ideas y rodearse de gente que habla el mismo idioma.

    AMZNshortES904 words

    Since publication −10.2% α −9.4 pp vs S&P 500 · USD

    Substack · Hundal Earnings

    Amazon and the Economics of Ecosystem Reinvestment

    Amazon captures value by coordinating commerce and cloud infrastructure, while declining returns on AI-driven capital investment could challenge its reinvestment model.

    AMZN1,268 words

    Since publication −12.3% α −13.3 pp vs S&P 500 · USD

  4. July 2026 7 entries

    Substack · Ashton Invests

    Amazon Q2 2026 Earnings Recap

    AWS growth is accelerating, advertising remains incredibly strong, and Amazon is spending even more to meet overwhelming AI demand.

    AMZN3,309 words

    Since publication −8.3% α −10.8 pp vs S&P 500 · USD

    Substack · Speculators Edge · Pheneck, Miad Kasravi

    The FOMC Reversal and the Hyperscaler Catch-Up Trade

    The market has produced its first credible reversal since my NASDAQ stop-out. Confirmation now depends on Nikkei, the S&P 500 and big-tech earnings, while Amazon offers the best Long Opportunity

    BullishAMZN4,581 words

    Since publication −8.3% α −10.8 pp vs S&P 500 · USD

    Blogs · r/ValueInvesting · /u/Multibagger-App

    Built Where Amazon Wasn't

    The Thread That Compounds Amazon built an e-commerce and logistics empire across North America and Western Europe. What it never captured at scale is Latin America, Southeast Asia, or South Korea, three fast-growing…

    BullishAMZNshort992 words

    Since publication +1.7% α −0.6 pp vs S&P 500 · USD

    Blogs · r/ValueInvesting · /u/Away_Definition5829

    15 Investment write-ups to look at

    Company write-ups from Substack, all published within the last week. Not my work - sourced from Giles Capital's weekly compilation: https://gilescapital.substack.com/p/giles-capital-weekly-week-29-b61 Americas Rebound…

    AMZNshort567 words

    Since publication +1.7% α −0.6 pp vs S&P 500 · USD

    Blogs · r/ValueInvesting · /u/Murky_Breadfruit587

    Does Amazon have a spending problem?

    Most people know Amazon for their online shopping platform. However, in recent years, their biggest drivers of profitability for the company have actually come from their AWS and advertising services. The company has…

    AMZNshort1,418 words

    Since publication +0.8% α −2.2 pp vs S&P 500 · USD

  5. June 2026 1 entry
  6. May 2026 4 entries

    Substack · bizalmanac · Andy

    Do you believe?

    2026 Q2: Checking in on Terravest, Constellation Software and Amazon.com

    BullishCSUAMZN3,168 words

    Since publication AMZN −4.0% α −8.4 pp vs S&P 500 · USD

    Substack · Deep Value Investing

    Why I Went Big on Amazon?

    Amazon is trading at approximately 28 times its trailing core earnings.

    AMZNshort868 words

    Since publication −7.4% α −11.0 pp vs S&P 500 · USD

  7. April 2026 4 entries
  8. February 2026 4 entries
  9. December 2025 1 entry
  10. November 2025 2 entries

    Blogs · ValueWalk

    Amazon Stock Jumps 5% on $38B Deal with OpenAI

    Just one day after rising 10% after reporting robust third quarter earnings, Amazon stock was on the move again.

    AMZNshort492 words

    Since publication −1.9% α −14.0 pp vs S&P 500 · USD

  11. October 2025 1 entry

    Blogs · ValueWalk

    Surge in Cloud Earnings Lifts Amazon Stock 10%

    Amazon stock was on fire Friday, rising more than 10% on the strength of an excellent third quarter earnings report.

    AMZNshort504 words

    Since publication +2.0% α −10.2 pp vs S&P 500 · USD

  12. August 2025 1 entry

    Substack · CosmicCapital’s Substack · CosmicCapital

    Amazon 2Q25 Results - AWS Analysis

    Azure Is Winning, Google Cloud Is Soaring, and AWS is… Falling Behind?

    AMZNGOOGL3,048 words

    Since publication AMZN +11.6% α −9.5 pp vs S&P 500 · USD

  13. July 2025 1 entry

    Substack · Equity Radar

    The Dark Side of Palantir

    When a stock rises 420% in a year, it’s either the next Amazon or the next Enron.

    PLTRAMZN1,412 words

    Since publication AMZN +10.1% α −12.9 pp vs S&P 500 · USD

  14. June 2025 3 entries

    Institutional · eToro

    Deep Dive: Amazon Is Cheaper Than Walmart?

    The Daily Breakdown takes a closer look at Amazon, as the stock’s valuation has come down and amid strong earnings growth. Before we dive in, let’s make sure you’re set to receive The Daily Breakdown each morning. To…

    AMZNWMTshort733 words

    Since publication AMZN +18.8% α −9.9 pp vs S&P 500 · USD

  15. May 2025 2 entries

    Substack · CosmicCapital’s Substack · CosmicCapital

    Amazon Ecommerce - Business Breakdown

    53 page deep dive into Amazon's Ecommerce business

    AMZN10,592 words

    Since publication +18.5% α −11.8 pp vs S&P 500 · USD

  16. April 2025 1 entry
  17. March 2025 3 entries

    Substack · Trendline · Jas Raj

    🎯 Amazon's stock is now cheaper

    Stock up 489% but valuation down 78% since 2016

    AMZNshort302 words

    Since publication +25.2% α −11.9 pp vs S&P 500 · USD

  18. February 2025 1 entry

    Substack · BlackSwan Investor

    Investment update on Amazon #1

    Spending money to earn money, a review of Q4 2024 Earnings

    AMZN2,556 words

    Since publication +7.0% α −19.5 pp vs S&P 500 · USD

There are 16 more low-confidence entries, hidden because the ticker could not be checked in the text. See them in the index →

Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.