EE. UU. · 72 entradas · 53 publicaciones
AMZN
Amazon
- Entradas
- 72
- Alcistas
- 7
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- Primera
- 11 feb 2025
- Última
- 26 oct 2026
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De la más reciente a la más antigua- octubre de 2026 23 entradas
Substack · Belanger Trading Squawk · Josh Belanger
Amazon Can't SAVE the AI Trade This Time
The AI trade is sliding into its biggest week of the quarter.
Institucional · 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…
Substack · High Voltage Business Builders Create Wealth Through ECOM · Voltage Digital
Amazon Lightning Deals: The Discount That Leaks Full Price Sales
EP428: The fee is only part of the cost. Here is the full deal math, and what the closed October 20 window means now.
Substack · RiskReversal Recap · Guy Adami, Dan Nathan, CC Lagator
The Week Ahead: FOMC, PCE, Earnings from Amazon, Microsoft, Alphabet.
Also reports from CAT, SKH, SNDK, INTC and KLAC. Futures slightly higher Sunday evening.
Substack · High Voltage Business Builders Create Wealth Through ECOM · Voltage Digital
TikTok Shop vs Amazon FBA: Where to Put Your Black Friday Stock
EP427: TikTok Shop vs Amazon FBA: The inventory split that kills Black Friday margins
Substack · High Voltage Business Builders Create Wealth Through ECOM · Voltage Digital
Amazon FBA Storage Fees: The Q4 Bill That Eats Your Margin
EP426: Amazon's Q4 storage rate went live October 1st. If you missed it, here is what to cut now.
YouTube · Parkev Tatevosian, CFA
Should You Buy Amazon Stock Before the Massive Investor Update? | AMZN Stock Analysis
Substack · Business Model Mastery · The Antifragile Investor
AWS vs Azure vs Google Cloud: why does Amazon earn 61% of its operating profit from AWS?
Microsoft earns 54% of its operating profit in productivity software, while Google Cloud grew 82%. Their AI spending raises a much bigger question about future cash profits.
Desde publicación AMZN −0,5 % α −0,7 p. p. vs S&P 500 · USD
Substack · High Voltage Business Builders Create Wealth Through ECOM · Voltage Digital
EP422: Live Amazon Coupons Train Buyers To Wait For Deep Discounts
Live Amazon coupons train buyers to wait for deep discounts, killing full-price conversion and eroding margins.
Desde publicación −5,1 % α −4,0 p. p. vs S&P 500 · USD
Substack · Andres Olea
AQUÍ ESTÁ LA CLAVE PARA ENCONTRAR AL PRÓXIMO AMAZON O NVIDIA!!!….....y algunas otras cosas que pienso sobre las inversiones.
El título es engañoso. Hasta pena me da escribirlo si logré capturar tu atención, quizá valió la pena correr el riesgo.
Desde publicación AMZN −5,2 % α −4,7 p. p. vs S&P 500 · USD
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.
Desde publicación AMZN −5,2 % α −4,7 p. p. vs S&P 500 · USD
X · X @maximusjoshua04 · Maximus Joshua
$ASTS deep dive 🛰️ Phone-to-satellite is a huge market with room for several winners: SpaceX, Amazon, China, Europe. AST
$ASTS deep dive 🛰️ Phone-to-satellite is a huge market with room for several winners: SpaceX, Amazon, China, Europe. AST has 60+ MNO partners and a potential EU deal ahead. Bear case: ~$57. Base case: $128 by 2030…
Desde publicación AMZN −5,2 % α −4,7 p. p. vs S&P 500 · USD
Substack · Gaetano
Amazon’s Growth Expectations Are Moving Higher
What I’m taking from the latest Amazon, Meta and Nokia updates
Desde publicación AMZN −5,2 % α −4,7 p. p. vs S&P 500 · USD
Substack · LoRosha's Investment Desk · LoRosha
Goldman Lifts CoreWeave, Morgan Stanley Lifts Amazon, CoreWeave CDS Holds Above 1,000bp
The AI supply chain reprices on hyperscaler and neocloud signals. Rebound splits by signal completeness, funding structure, and revenue lead time.
Desde publicación AMZN −5,2 % α −4,7 p. p. vs S&P 500 · USD
YouTube · Global news Report
Amazon Stock 2026: AI Capex vs. Free Cash Flow (Deep Dive Analysis)
Substack · High Voltage Business Builders Create Wealth Through ECOM · Voltage Digital
EP419: Amazon Fee Leaks: How Operators Protect Brand Value Before an Exit
Buyers pay for track records, not hope. Stop leaking margin on Amazon fees before your exit.
Desde publicación −5,1 % α −4,9 p. p. vs S&P 500 · USD
Substack · Espabila e Invierte
Amazon: lo que Jassy prometió, lo que ha cumplido y lo que vigilaré el 29 de octubre
Antes de los resultados del Q3, repasamos qué ha prometido la directiva de Amazon, qué ha cumplido y dónde se ha quedado corta.
Desde publicación −2,2 % α −1,4 p. p. 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.
Desde publicación −4,0 % α −2,4 p. p. 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.
Desde publicación −5,1 % α −3,4 p. p. vs S&P 500 · USD
Substack · High Voltage Business Builders Create Wealth Through ECOM · Voltage Digital
EP409: Holiday ecommerce is still headed for record volume. The October Amazon FBA inventory mistake that will cost brands.
October reorder timing kills margin. The units-per-day signal tells you when to act before stockouts hit.
Desde publicación −4,2 % α −2,6 p. p. vs S&P 500 · USD
Substack · High Voltage Business Builders Create Wealth Through ECOM · Voltage Digital
EP407: FTC alleges Amazon ad auction surcharges bilked brands. What Amazon sellers should audit in Sponsored Products after $291,735.65 in August ads.
The FTC alleges Amazon surcharges ad auctions. Audit your August spend and stop the Sponsored Products bleed now.
Desde publicación −0,9 % α +0,3 p. p. vs S&P 500 · USD
Substack · Benzinga | Ring The Bell · Benzinga
Micron’s $73B Secret + BofA’s 5 Favorite Chip Stocks
Plus, the AI cyber boom, the inflation twist, Amazon's big threat, stock of the day, and more
Desde publicación AMZN −1,0 % α −0,4 p. p. vs S&P 500 · USD
Substack · Venture Daily Digest
☕ Google launches its most powerful model yet & Anthropic’s IPO filing reveals deep dependence on Amazon and Google.
OpenAI unveils Decisions API for faster, cheaper agent control.
Desde publicación AMZN +0,4 % α +0,2 p. p. vs S&P 500 · USD
- septiembre de 2026 5 entradas
Substack · The Long View
Rigetti Published a Number and a Date. IonQ Published Four and Changed What They Measure.
Amazon (Nasdaq: AMZN) published its repeat-purchase rate while the market argued about the multiple.
Desde publicación 0,0 % α −0,4 p. p. vs S&P 500 · USD
Substack · Summit Stock Research · Lucas | Summit Stock Research
Amazon ($AMZN): How High ROIIC Will Drive Exceptional Returns
How Amazon’s 24–35% ROIIC could translate into annualized returns of up to 48%
Desde publicación −0,2 % α +0,6 p. p. vs S&P 500 · USD
YouTube · Tyler Hill Stocks
Amazon, Microsoft, Google, & Meta Stock - Full Price Analysis & Predictions
Substack · Suiman's Insights · Suiman Aimam
Amazon's Bedrock Disclosure Could Wipe 400bps Off Nvidia's Data Center Margins
Most bulls can't name the trigger. We can.
Desde publicación AMZN −3,0 % α −3,3 p. p. vs S&P 500 · USD
Substack · Multibagger Investing · The Multibagger Investor
A Company That Hasn't Lost Money in 13 Years Trades at 2016 Prices: Here's Why It Could Double
Somero makes the machines that flatten Amazon's and Tesla's warehouse floors, carries not a single dollar of debt, and the market is pricing it as if its best cycle will never come back.
Desde publicación AMZN −3,1 % α −3,1 p. p. vs S&P 500 · USD
- agosto de 2026 8 entradas
YouTube · Parkev Tatevosian, CFA
What's Going on With Amazon Stock? | AMZN STock Deep Dive Part 1
YouTube · Parkev Tatevosian, CFA
Huge News for Amazon Stock Investors | AMZN Stock Deep Dive Part 4
YouTube · Parkev Tatevosian, CFA
Why Is Everyone Talking About Amazon Stock? | AMZN Stock Deep Dive Part 2
Substack · Invest in Quality · Invest In Assets 📈
Why I'm Bullish on Amazon 🛍️
AWS Just Grew Faster Than It Has in 18 Quarters
Desde publicación −8,5 % α −7,9 p. p. vs S&P 500 · USD
Substack · Summit Stock Research · Lucas | Summit Stock Research
Amazon ($AMZN): The Market Finally Recognizes The $220 Billion AI Investment
Amazon Q2 2026 earnings update
Desde publicación −9,3 % α −8,2 p. p. 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.
Desde publicación −10,2 % α −9,4 p. p. vs S&P 500 · USD
Substack · Stock Thoughts · Stock Thoughts
Amazon Is Eating the World: 2Q Earnings Review
The Numbers
Desde publicación −10,2 % α −9,4 p. p. 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.
Desde publicación −12,3 % α −13,3 p. p. vs S&P 500 · USD
- julio de 2026 7 entradas
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.
Desde publicación −8,3 % α −10,8 p. p. 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
Desde publicación −8,3 % α −10,8 p. p. 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…
Desde publicación +1,7 % α −0,6 p. p. 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…
Desde publicación +1,7 % α −0,6 p. p. vs S&P 500 · USD
Substack · Mythic Market Research
Amazon's Earnings Never Stop Rising. Its Cash Flow Just Went Negative.
AWS just grew 28% at a 37.7% margin
Desde publicación −0,4 % α −3,5 p. p. 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…
Desde publicación +0,8 % α −2,2 p. p. vs S&P 500 · USD
Substack · Michael | Stock Spotlight
Rivian ($RIVN): Survival Story or the Next Automotive Platform?
A deep dive into Rivian's R2 launch, software strategy, Volkswagen & Amazon partnerships, valuation and the path to profitability with @PositionJournal.
Desde publicación AMZN −0,3 % α −2,2 p. p. vs S&P 500 · USD
- junio de 2026 1 entrada
Substack · Espacio: Negocios, finanzas, cripto e IA cada día · espacio.media
🤖 Amazon apuesta $13 mil millones en India mientras el mundo corre por la IA
Las grandes tecnológicas aceleran su expansión en mercados emergentes justo cuando la energía se vuelve el recurso más valioso.
Desde publicación +9,7 % α +5,4 p. p. vs S&P 500 · USD
- mayo de 2026 4 entradas
Substack · bizalmanac · Andy
Do you believe?
2026 Q2: Checking in on Terravest, Constellation Software and Amazon.com
Desde publicación AMZN −4,0 % α −8,4 p. p. vs S&P 500 · USD
YouTube · Tom Nash
Amazon Stock: The Big Winner of AI (Completely Misunderstood in 2026)
YouTube · Ale's World of Stocks
Amazon is Going All In on this NEW Nuclear Energy Stock! 🤑
Substack · Deep Value Investing
Why I Went Big on Amazon?
Amazon is trading at approximately 28 times its trailing core earnings.
Desde publicación −7,4 % α −11,0 p. p. vs S&P 500 · USD
- abril de 2026 4 entradas
Substack · AXInvestX · AXInvestX - Finanzas Inversión
Por qué Amazon por debajo de 200 dólares era un chollo (y por qué compré más)
Hace unas semanas Amazon cayó por debajo de los 200 dólares.
Desde publicación −0,2 % α −9,3 p. p. vs S&P 500 · USD
YouTube · StockAnalyticsAI
AMZN: Buy, Sell, or Hold? Deep Dive Analysis [Oct 2025]
YouTube · Charged Alpha | Frontier AI Stock Research
Charged Alpha | Amazon (AMZN) | Q4 2025 Earnings Deep Dive
Substack · FDW Capital
MERCADOLIBRE (MELI) — THE AMAZON OF LATIN AMERICA, TRADING 32% BELOW ITS ALL-TIME HIGH
A Comprehensive Investment Deep Dive | April 2026
Desde publicación AMZN +4,5 % α −8,1 p. p. vs S&P 500 · USD
- febrero de 2026 4 entradas
YouTube · The Iced Coffee Hour Clips
Why Chris Camillo is Going ALL IN on Amazon Stock ($AMZN)
YouTube · Parkev Tatevosian, CFA
The Amazon Stock Dip: A Generational Buying Opportunity or a Falling Knife? | AMZN Stock Deep Dive
Substack · Multibagger Insights · The T-shaped Investor
AI Discussion in Amazon, Reddit, and Uber Earning Calls
This week I tracked Amazon, Uber, and Reddit earnings closely.
Desde publicación AMZN +19,3 % α +9,1 p. p. vs S&P 500 · USD
Substack · Maverick Equity Research
✍️ Amazon vs Walmart, Retail Sales & Banks + Investment Themes by Decades = Maverick Equities Charts of the Week #56
5 + 1 Maverick Charts that say 10,000 words
Desde publicación AMZN +19,3 % α +9,1 p. p. vs S&P 500 · USD
- diciembre de 2025 1 entrada
YouTube · Daniel Pronk
Is Amazon Stock A Buy? - Here's What I'm Doing Now
- noviembre de 2025 2 entradas
YouTube · Finance with Avrin
Amazon Stock Analysis 2025: 5 Reasons AMZN Stock Is Still a Buy Now and Why I've Been Buying $AMZN
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.
Desde publicación −1,9 % α −14,0 p. p. vs S&P 500 · USD
- octubre de 2025 1 entrada
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.
Desde publicación +2,0 % α −10,2 p. p. vs S&P 500 · USD
- agosto de 2025 1 entrada
Substack · CosmicCapital’s Substack · CosmicCapital
Amazon 2Q25 Results - AWS Analysis
Azure Is Winning, Google Cloud Is Soaring, and AWS is… Falling Behind?
Desde publicación AMZN +11,6 % α −9,5 p. p. vs S&P 500 · USD
- julio de 2025 1 entrada
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.
Desde publicación AMZN +10,1 % α −12,9 p. p. vs S&P 500 · USD
- junio de 2025 3 entradas
Institucional · 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…
Desde publicación AMZN +18,8 % α −9,9 p. p. vs S&P 500 · USD
YouTube · UNRIVALED INVESTING
Amazon stock on sale? I LIKE IT! Why AMZN is struggling in 2025?
YouTube · The Investor’s Podcast
Amazon Stock Deep Dive | Best Quality Stock Idea Q3 2025 w/ Clay Finck (TIP745)
- mayo de 2025 2 entradas
Substack · CosmicCapital’s Substack · CosmicCapital
Amazon Ecommerce - Business Breakdown
53 page deep dive into Amazon's Ecommerce business
Desde publicación +18,5 % α −11,8 p. p. vs S&P 500 · USD
Substack · Semanal de Inversión
#88. Amazon, Los Moats de Pat Dorsey, ¿Qué ha aportado Warren Buffett?
Invertir Con Sentido Común, Researching Global Stocks, Juan Ramón Rallo
Desde publicación +32,0 % α −4,3 p. p. vs S&P 500 · USD
- abril de 2025 1 entrada
Substack · 01Core · Ben Buchanan
Highlights from Amazon CEO Andy Jassy’s annual letter to shareholders (and some charts)
Amazon revenue has increased from just under $90B in 2014 to $638B in calendar 2024.
Desde publicación +34,7 % α −8,4 p. p. vs S&P 500 · USD
- marzo de 2025 3 entradas
Substack · Trendline · Jas Raj
🎯 Amazon's multiple growth engines
Advertising has grown 30% per year since 2020
Desde publicación +29,2 % α −7,5 p. p. vs S&P 500 · USD
Substack · Trendline · Jas Raj
🎯 Amazon's stock is now cheaper
Stock up 489% but valuation down 78% since 2016
Desde publicación +25,2 % α −11,9 p. p. vs S&P 500 · USD
YouTube · Cha-Ching Podcast
Amazon Deep Dive 03/05/2025: Should You Buy AMZN Stock at $205?
- febrero de 2025 1 entrada
Substack · BlackSwan Investor
Investment update on Amazon #1
Spending money to earn money, a review of Q4 2024 Earnings
Desde publicación +7,0 % α −19,5 p. p. vs S&P 500 · USD
Hay 16 entradas más de baja confianza, ocultas porque el ticker no se pudo comprobar en el texto. Verlas en el índice →
Precios al cierre del 27 oct 2026. Rentabilidades pasadas no garantizan resultados futuros. Solo precio, sin dividendos, en moneda local. Los datos pueden tener retraso o errores. No es asesoramiento financiero. Cómo se calcula.