To The Moon

$Amazon.com(AMZN)$ It clawed its way back a little bit. Not bad, considering the Dow dropped over 800 points.

Michael Burry's concern about 2-3 year amortization is for "GPUs performing the most advanced training of LLM". Think of scientists mapping the genome or PhD mathematics! An AI agent, once trained to perform basic repetitive tasks such as writing code, basic customer service resetting passwords, uploading an application, scanning for the same phishing email, is all inference that can be done on ASIC trainium chips, with no need for high-power GPU. Trainium chips use less power and can perform inference AI tasks for 5, 6, up to 8 years? This is $Amazon.com(AMZN)$ 's sweet spot; this is the huge opportunity, in my opinion.

$Alibaba(BABA)$  $PDD Holdings Inc(PDD)$  is worth a look. The business model boasts high margins, with $60 billion in cash on hand and no debt. Temu ranks as a top international player in numerous countries worldwide. The low-cost merchant approach offers a durable advantage.

Nobody is going to be positioned better than $Amazon.com(AMZN)$  in the new age. Be strong, my friends.

$Tesla Motors(TSLA)$  vs $Amazon.com(AMZN)$  for robotics. $Amazon.com(AMZN)$  has aws to fund its robotics endeavor while simultaneously improve its operations for efficiencies.

$Amazon.com(AMZN)$ 's performance is rather zen-like with a 1.4% gain. Maybe CDs are the way to go.

Looks like the market timing couldn't have been better. Keep the champagne on ice though – indexes might need more steam before breaking records. A little pre-market dip wouldn't be the end of the world, just remember $Amazon.com(AMZN)$ 's marathon has barely passed the starting line

$Amazon.com(AMZN)$  Prime selection considering valuation metrics and tech sector positioning

$Amazon.com(AMZN)$  This company shows immense potential in leveraging AI and robotics for cost optimization. Following $Alphabet(GOOGL)$ 's full-stack strategy approach makes it even more compelling.

$Amazon.com(AMZN)$  got that steady climb vibe again. Every single dip getting scooped up like hotcakes, which is textbook bullish behavior.