Amazon’s three main business segments weren’t performing so poorly that investors had to punish its stock price. That’s why the stock price was so depressed. Later, I found the only reason that convinced me: Amazon insider activity.
Tag: AMZN
Tech giants’ AI strategy are shifting
Investors who follow the US stock market will undoubtedly notice that the five top tech giants are quietly undergoing a significant shift in their AI strategy.
Shopify surpassed Amazon in some important e-commerce metrics
After a 10-for-1 stock split, Canada’s most valuable public company and largest technology company has risen from the ashes and delivered results that have convinced and satisfied investors. In some important e-commerce metrics, Shopify surpassed Amazon.
Some AI software vendors are starting to make money
2025 Q2 report shows AI software can make big money; category one is five tech titans; category two is Reddit, Palantir, Figma, and Oracle.
When AWS is no longer impressive
For nearly 20 years, AWS has been a significant driver of its stock price. However, the day after the release of its second-quarter 2025 financial results, Amazon’s stock price plummeted 8.27%, demonstrating investor disappointment with the results.
AI inference chips vs. training chips
AI inference involves unique algorithms designed by each manufacturer, it must be customized. Customized chips are essentially ASICs, so AI inference chips are primarily ASICs.
How staggering are 5 Tech giants’ AI capital expense
Five tech giants’ AI capital expense is projected to approach $400 billion in 2025, even exceeding the EU’s defense budget for the entire year of 2024
Fedex directly linked to economic prosperity, how does Fedex make money? why it’s downward?
Amazon has terminated its air and ground logistics cooperation with FedEx in June and September 2019. However, Amazon previously did not restrict third-party sellers on the website from using FedEx, but only banned Amazon’s own products.
Reciprocal tariff and forex impact to investors
The Forex fluctuations caused by the reciprocal tariffs initiated by Trump and the impact on countries around the world have caused the U.S. stock market to fall into a bear market. Major large-scale listed companies have experienced a sharp drop in stock prices of more than 20% due to reciprocal tariff and forex.
Why is Costco’s valuation so staggering?
Don’t use ordinary retail or general industries to explain its valuation. Costco’s valuation phenomenon in the retail industry should be comparable only to Amazon.