To The Moon

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You’ve brought up a very timely question regarding AMZN (Amazon) and AAPL (Apple) — whether now is a good time to “chase” the stocks. I’ll assess each individually (in light of your context: working remotely, disciplined financially, seeking affordable options, etc.) and then offer a comparative view plus some considerations.

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Amazon (AMZN)

Why the optimism

Amazon reported Q3 2025 revenue of US$180.2 billion, up about 12 % YoY and beating expectations. 

Its cloud division, Amazon Web Services (AWS), saw revenue growth of ~20.2 % YoY — the fastest pace since 2022. 

Advertising revenue and other “non-traditional” segments are accelerating (ads up ~24 % in one report). 

The market reaction was strong: the stock jumped significantly post-earnings as sentiment turned positive for Amazon’s growth engine beyond just e-commerce. 

Risks / caution points

E-commerce (Amazon’s original core business) still faces headwinds: consumer spending softness, macroeconomic pressure, global trade uncertainties. 

Despite growth, heavy capital expenditures are in play: Amazon expects ~US$125 billion capex in 2025, rising further. This can pressure free cash flow and margins in the near term. 

Cloud outages or infrastructure bottlenecks remain a real risk (AWS had a major outage recently). 

With the stronger data, expectations may be elevated; there’s less margin for error now.

My take: Is there a chance to chase it?

Yes — I’d say Amazon is a justifiable candidate for a “chase” (i.e., entering a position) provided you are aware of the risks and your time horizon is medium-term (e.g., 1-2 years). Specifically:

If you believe AWS and Amazon’s ad + cloud + delivery infrastructure businesses will accelerate and produce strong earnings growth.

If you accept some near-term margin pressure due to capex and infrastructure build-out.

If you are comfortable with the valuation risk given how much the market is already factoring in future growth.

If you are more conservative, or have a lower risk tolerance (which given your preference for stability and slow progress you might), you might prefer to wait for a pull-back or see how the next few quarters play out before committing heavily.

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Apple (AAPL)

Why the optimism

Apple forecasts its upcoming holiday quarter (its fiscal Q1 of 2026) will see 10–12 % revenue growth YoY, outpacing analyst estimates of ~6 %. 

The launch of the iPhone 17-series appears strong; supply constraints suggest demand is higher than production capacity. CEO Tim Cook noted they’re still filling orders as quickly as they can. 

Services and hardware ecosystem continue to support Apple’s margin profile and recurring revenue nature (which aligns with your preference for stable progress). 

Risks / caution points

Apple’s growth has been relatively modest for some time — in mature markets the smartphone cycle is not growing as rapidly as before.

The biggest question is how Apple will compete/participate in the generative AI and cloud infrastructure race (it’s arguably behind some peers here). 

Supply chain constraints and geographic risks (especially China) remain pertinent. Note: Apple said China revenues dipped 4 % in a recent period. 

Given the positive guidance, much of this appears priced in; margin for surprise may be smaller now.

My take: Is there a chance to chase it?

Yes — Apple is a more conservative candidate compared to Amazon. If you’re looking for a lower-volatility entry in the tech sector (which may suit your preference for stability), Apple looks like a reasonable pick. However:

Ensure you’re comfortable with modest growth, not explosive breakout growth.

Recognise that a lot of the positive guidance is already “expected”; therefore downside risk if things don’t go perfectly could be greater.

You might favour a staged entry (e.g., start small) rather than a full commitment.

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Comparative Thoughts & Recommendation in Your Context

Given your background and preferences (you work remotely, favour stable progress, careful with finances, interested in growth but with caution), here’s how I’d frame it:

Risk tolerance: You seem to prefer slower, steady progress rather than high-risk/hyper-growth gambles (based on your desire for stability).

Financial situation: Since you are cost-conscious and value affordability, you may want to avoid over-allocating to one high-flying tech stock.

Time horizon: If you are investing for maybe 1–3 years (rather than quick flips), then companies with structural tailwinds + proven execution make sense.

My suggestion

If I had to pick one to chase now, I lean slightly toward Apple for you — because it aligns more with your preference for stability and has a clearer (though more modest) path ahead.

But I would also not rule out Amazon, especially if you believe in the cloud/AI infrastructure theme and are okay with more volatility.

A duel strategy: you could invest moderately in both, but with larger proportion in Apple, and use Amazon as a “growth accelerator” portion of your portfolio.

Use an entry approach: maybe buy a portion now, and set aside funds to average in on any pull-backs or consolidation.

Entry considerations

For Amazon: watch for any sell-off/pull-back after the strong earnings pop — that might offer a better risk/reward.

For Apple: watch the next earnings/guidance for confirmation of the strong upgrade cycle + supply capture.

Use stop-loss or allocation limits — avoid getting overly concentrated in either, given market unpredictability.

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Final Thought

Yes — there is a chance to chase both Amazon and Apple at current levels, but the decision depends heavily on your risk tolerance, allocation size, and view of near-term vs long-term growth.

Amazon offers a higher-growth but higher-risk profile.

Apple offers more stability, but with less explosive upside.

If I were assigning a recommendation (not financial advice, just my view):

Allocate maybe 60 % of your tech-allocation to Apple, 40 % to Amazon (or similar split) given your situation.

Enter now for a portion, and leave some “dry powder” to add on weakness or better valuations.