The stairway to AWS heaven 😘

$Amazon.com(AMZN)$ Ya’ll ready for 🎯$250.00 BUCKS?

Happy Earnings Eve 🎄

The stairway to AWS heaven 😘

They’re taking market share back from Mr Softy and Google because they have something in the industry known as capacity 😘

One of the cheapest valuations in its history both price to sales when it should trade 3.5 to 4 times sales, or a 45 forward PE but I digress 🤗

They’re the 3rd largest advertiser and that’s their fastest growing business and I expect improvements as we saw good read thru’s in $Netflix(NFLX)$ and $Meta Platforms, Inc.(META)$

Since I forecasted the capacity angle, it bears fruit to NVDA as well. Of I’m correct that the capacity strategy led to them taking cloud share back then why would they not continue the strategy which is a strong capex spend to keep that capacity advantage which bodes well for $NVIDIA(NVDA)$

It’s crazy but I know when it’s all said and done, this whole moment we all just experienced shows that the smartest people on Wallstreet and pundits and even several technologists really don’t know the stocks.

Oh well 🤷‍♂️

Let’s see if Jevons Banana gets it right, at least u have a detailed thesis and roadmap to see where it can go wrong, but I will be right 😘

Image

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Of I’m correct that the capacity strategy led to them taking cloud share back then why would they not continue the strategy which is a strong capex spend to keep that capacity advantage which bodes well for  <a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"NVIDIA\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> </p><p>It’s crazy but I know when it’s all said and done, this whole moment we all just experienced shows that the smartest people on Wallstreet and pundits and even several technologists really don’t know the stocks.</p><p>Oh well 🤷‍♂️ </p><p>Let’s see if Jevons Banana gets it right, at least u have a detailed thesis and roadmap to see where it can go wrong, but I will be right 😘 </p><p></p><p class=\"t-img-caption\"><img alt=\"Image\" title=\"Image\" src=\"https://community-static.tradeup.com/news/9d1272b492c15bf2c8255d31219ce8be\" tg-width=\"2048\" tg-height=\"1522\"><span>Image</span></p></body></html>","htmlText":"<html><head></head><body><p> <a data-mention-id=\"AMZN\" class=\"teditor-mention\" data-mention-name=\"Amazon.com\" href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> <v-v data-views=\"1\"></v-v>Ya’ll ready for 🎯$250.00 BUCKS?</p><p>Happy Earnings Eve 🎄 </p><p>The stairway to AWS heaven 😘 </p><p>They’re taking market share back from Mr Softy and Google because they have something in the industry known as capacity 😘 </p><p>One of the cheapest valuations in its history both price to sales when it should trade 3.5 to 4 times sales, or a 45 forward PE but I digress 🤗 </p><p>They’re the 3rd largest advertiser and that’s their fastest growing business and I expect improvements as we saw good read thru’s in  <a data-mention-id=\"NFLX\" class=\"teditor-mention\" data-mention-name=\"Netflix\" href=\"https://ttm.financial/S/NFLX\">$Netflix(NFLX)$</a>  and  <a data-mention-id=\"META\" class=\"teditor-mention\" data-mention-name=\"Meta Platforms, Inc.\" href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> </p><p>Since I forecasted the capacity angle, it bears fruit to NVDA as well. Of I’m correct that the capacity strategy led to them taking cloud share back then why would they not continue the strategy which is a strong capex spend to keep that capacity advantage which bodes well for  <a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"NVIDIA\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> </p><p>It’s crazy but I know when it’s all said and done, this whole moment we all just experienced shows that the smartest people on Wallstreet and pundits and even several technologists really don’t know the stocks.</p><p>Oh well 🤷‍♂️ </p><p>Let’s see if Jevons Banana gets it right, at least u have a detailed thesis and roadmap to see where it can go wrong, but I will be right 😘 </p><p></p><p class=\"t-img-caption\"><img alt=\"Image\" title=\"Image\" src=\"https://community-static.tradeup.com/news/9d1272b492c15bf2c8255d31219ce8be\" tg-width=\"2048\" tg-height=\"1522\"><span>Image</span></p></body></html>","text":"$Amazon.com(AMZN)$ Ya’ll ready for 🎯$250.00 BUCKS? 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Of I’m correct that the capacity strategy led to them taking cloud share back then why would they not continue the strategy which is a strong capex spend to keep that capacity advantage which bodes well for $NVIDIA(NVDA)$ It’s crazy but I know when it’s all said and done, this whole moment we all just experienced shows that the smartest people on Wallstreet and pundits and even several technologists really don’t know the stocks. 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