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AMZN

+17 pts



$AMZN Amazon - Takeaways From Recent Amazon Web Services Event

By Btam on Sept. 13, 2022, 7:54 p.m.
Tagged topics: AWS

Views: 12, Votes: 5, Responses: 0, Attachments: 1
AMZN

+39 pts



$AMZN Addressing 4 Near-term Debates... and When Can Amazon Work?

By realmomobags on July 13, 2022, 12:21 p.m.
Tagged topics: AWS , eCommerce

Views: 30, Votes: 4, Responses: 0, Attachments: 1
AMZN , NET

+44 pts



$AMZN - chips & storage are the foundation for cloud; AWS now has the scale to build both substantially better

By mooreideas on Dec. 9, 2021, 2:03 p.m.
Tagged topics: AWS

Views: 232, Votes: 7, Responses: 0, Attachments: 1
AMZN

+21 pts



This was a terrible quarter for Amazon, and I can’t see any catalysts that will drive the stock higher. Ecommerce sales growth at 3% was...

By realmomobags on Oct. 31, 2021, 6:06 a.m.
Tagged topics: AWS , eCommerce , big tech , earnings miss , buy the dip

Views: 6, Votes: 2, Responses: 0, Attachments: 0
AMZN

+11 pts



Amazon has been stuck in a range for the past 1.5 years, continues to build out a big base. Short term challenges of supply chain...

By Supersaverguy on Oct. 29, 2021, 2:31 p.m.
Tagged topics: AWS , eCommerce , big tech , earnings miss , buy the dip

Views: 1, Votes: 2, Responses: 0, Attachments: 0
AMZN

+76 pts



$AMZN - rare misses should be bought, implied valuation for ecommerce business is only 0.3x revenues

By mooreideas on Oct. 29, 2021, 11:36 a.m.
Tagged topics: AWS , eCommerce , big tech , earnings miss , buy the dip

Views: 363, Votes: 29, Responses: 2, Attachments: 8
AMZN

+37 pts



$AMZN -BMO believes strength in AWS and Ads will help offset tough comps for ecommerce and supply concerns

By mooreideas on Oct. 23, 2021, 1:53 p.m.
Tagged topics: digital advertising , AWS , eCommerce , earnings preview , big tech , relief rally

Views: 67, Votes: 5, Responses: 0, Attachments: 2
AMZN

+36 pts



$AMZN - Jefferies says stock may be range-bound until comps ease, but remains bullish

By mooreideas on Oct. 20, 2021, 12:05 p.m.
Tagged topics: long-term story , AWS , big tech , Jefferies , range-bound

Views: 189, Votes: 2, Responses: 0, Attachments: 2
GOOGL , MSFT , AMZN

+37 pts



$GOOGL - Jefferies hosted cloud expert sees no slowdown

By mooreideas on Oct. 12, 2021, 12:55 p.m.
Tagged topics: digital transformation , AWS , Azure , Google cloud , Jefferies

Views: 67, Votes: 3, Responses: 0, Attachments: 2
AMZN

+35 pts



$AMZN - Goldman checks indicate strong #advertising and #cloud, but potentially slower #ecommerce growth in 2H21

By mooreideas on Oct. 6, 2021, 10:59 a.m.
Tagged topics: digital advertising , AWS , eCommerce , earnings preview , Goldman Sachs

Views: 203, Votes: 3, Responses: 0, Attachments: 2
AMZN , NET , FSLY , AKAM

+1 pts



thanks...

By i_sarut on Oct. 3, 2021, 1:03 a.m.
Tagged topics: AWS , growing competition , edge computing , Piper Sandler , CloudFront

Views: 1, Votes: 1, Responses: 0, Attachments: 0
AKAM , NET , FSLY , AMZN

+37 pts



Piper Sandler believes $AKAM and $NET better positioned even as $AMZN focuses on investing in #CloudFront

By josiebe on Oct. 2, 2021, 4:04 p.m.
Tagged topics: AWS , growing competition , edge computing , Piper Sandler , CloudFront

Views: 285, Votes: 2, Responses: 1, Attachments: 2
MSFT , AMZN , GOOGL

+34 pts



$MSFT - Barclays believes Azure's share gain momentum will reaccelerate as enterprise IT spending springs back in 2H

By mooreideas on Aug. 4, 2021, 3:23 p.m.
Tagged topics: AWS , Azure , Google cloud , market share gains , IT spending , Barclays

Views: 138, Votes: 1, Responses: 0, Attachments: 2
MSFT

+37 pts



$MSFT - Goldman believes Commercial Cloud is growing 1-2 years ahead of expectations, indicates Azure customers taking longer duration contracts

By mooreideas on July 28, 2021, 11:03 a.m.
Tagged topics: AWS , Azure , Google cloud , earnings results , secular growth , beat and raise , Goldman Sachs

Views: 164, Votes: 4, Responses: 0, Attachments: 2
MSFT , T , AMZN , EQIX , DOX , AKAM , FSLY , NET , RNG

+31 pts



$MSFT, $T - Oppenheimer says AT&T outsourcing Core 5G Network to Azure is a 'win-win', helps MSFT gain cloud share vs AWS

By realjoe on July 1, 2021, 2:43 p.m.
Tagged topics: AWS , Azure , market share gains , Oppenheimer , 5G network

Views: 227, Votes: 1, Responses: 0, Attachments: 3
AMD , AMZN , GOOGL , INTC

+37 pts



$AMD - Jefferies checks indicate AMD has locked down substrate supply for 2H, removing constraints for share gains, and Milan CPU is inflecting

By mooreideas on June 18, 2021, 11:40 a.m.
Tagged topics: analyst checks , AWS , market share gains , supply constrained , Jefferies , semiconductors , Milan , ARM CPU , Graviton2

Views: 238, Votes: 3, Responses: 0, Attachments: 1
AMZN

+32 pts



$AMZN - street applaud Q1's beat-and-raise driven by trifecta of strong core retail growth, AWS acceleration, and margin expansion; tough comps don't look so scary after all

By mooreideas on April 30, 2021, 3:57 p.m.
Tagged topics: margin expansion , AWS , earnings results , eCommerce , secular growth , big tech , beat and raise , tough comps , Morgan Stanley , Jefferies

Views: 209, Votes: 2, Responses: 0, Attachments: 16
AMZN , ETSY , EBAY , MELI

+6 pts



I wish this report expanded more on why AWS revenues haven't grown in the way many (such as myself) expected. I thought AWS would grow...

By Noto on April 28, 2021, 4:57 p.m.
Tagged topics: near term vs long term , digital advertising , AWS , eCommerce , earnings preview , pandemic trends , tough comps , Jefferies

Views: 5, Votes: 2, Responses: 0, Attachments: 0
AMZN , EBAY , ETSY , MELI

+34 pts



Jefferies data shows elevated ecommerce growth in Q1 but warns of tough comps ahead, most positive on $AMZN into earnings, also likes $ETSY & $MELI long-term

By phenphen on April 28, 2021, 1:59 p.m.
Tagged topics: near term vs long term , digital advertising , AWS , eCommerce , earnings preview , pandemic trends , tough comps , Jefferies

Views: 184, Votes: 1, Responses: 1, Attachments: 15
AMZN

+33 pts



$AMZN - Deutsche checks show continued aggressive capacity expansion, moving into less dense areas, but says AWS and advertising will help offset margin impact

By mooreideas on April 28, 2021, 12:49 p.m.
Tagged topics: capacity expansion , margin pressure , digital advertising , AWS , eCommerce , Deutsche Bank , online delivery

Views: 211, Votes: 2, Responses: 0, Attachments: 10