SemiAnalysis sees 30.3 GW of planned 2028 capacity as risk to moratorium if the candidate proposing a datacenter pause won in every state where one is running.
"If the candidate proposing a datacenter pause won in every state where one is running, those states would together contain roughly 30 GW of planned capacity scheduled for 2028. How much actually slips depends on the permits each project still needs and how long the pause lasts."$Meta Platforms(META.US) $Alphabet(GOOGL.US) $Amazon(AMZN.US) $Microsoft(MSFT.US) $Oracle(ORCL.US) $SpaceX(SPCX.US)
GraniteShares 2x Long AMZN Daily ETF
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🏆 Trade Showcase EP.25 results — and EP.26 Earnings Special starts nowEP.25 is a wrap — and 24 of you went all the way to the cap 🙌
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$Alphabet - C(GOOG.US) has a very similar story to $Amazon(AMZN.US)
$130 BILLION in quarterly revenue.Google Cloud growth: 103%.Operating profit growth: 30%.Keep your eyes on the ball. - T
$Amazon(AMZN.US) earnings
AWS growth: 39%.Operating profit growth: 61%.Highest operating margin in company history.“WHY ARE YOU SPENDING SO MUCH MONEY?”Imagine you are working overtime, break every productivity record, and the company fires you for the extra electricity bill.🤣 - K
Amazon's Q3 2026 Reckoning
🌟🌟🌟The stock market does not trade on pure data. It trades on human emotion, fear and ultimate conviction. Look no further than $Amazon(AMZN.US)following its Q3 2026 earnings report.
Amazon did something unprecedented. It achieved its highest operating margin in history at 13.9%, generating USD 28.1 billion in operating income. Yet Wall Street threw a temper tantrum, punishing the stock with a sharp 6% to 7% post earnings plunge.
What happened?
The market's reaction boils down to a huge tug of war between growth and AI cash burn.
Amazon Web Services (AWS) is accelerating at a fast pace, exploding 39.3% YoY to USD 46 billion quarterly revenue. To power this AI beast, Amazon's Capex is locked in at USD 220 billion for 2026. This caused its 12 month free cash flow to crater to a negative USD 42.4 billion.
My Take
If you look past the immediate cash burn, Amazon is executing an excellent long term strategy. AWS and digital advertising are increasingly making up a larger part of Amazon's overall revenue mix.
Even after the drop Wall Street analysts like Morgan Stanley & Bank of America have maintained a Buy rating with price targets of USD 315 to USD 335.
Amazon is not a stock for the faint of heart or those seeking quick gains.
As Benjamin Graham famously said:
"In the short run, the market is a voting machine but in the long run, it is a weighing machine".
Dear Fellow Investors, Do you think Amazon is worthwhile investment? Please share your thoughts.🥰
@Captain Leo
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FeaturedAI Monetization Split: Was Alphabet Wrongly Sold Off? And What to Make of AMZN’s AWS vs. AdsETFs: $GOOGL 2X Long ETF(GGLL.US) $GOOGL 1X Short ETF(GGLS.US)Alphabet’s latest earnings are out, with the stock falling below $300 in after-hours trading. On the surface, revenue slightly missed expectations, and E...
AWS Grew 39%, So Can It Carry Amazon? - N
How’s your morning been going so far so far I hope you have a good day I love y all so much and I’m glad you’re having a good time I hope you’re feeling a bit more relaxed and better than I am I love y know I love y how is the baby and how are your family I hope you’re doing good and I’m glad you’re doing well and I’m sure you’re doing good
Absolutely insane...
HFs have pulled back gross exposure by ~8% -- the most aggressive de-grossing in at least ten years -- according to Morgan Stanley’s Prime Brokerage data.In addition, TMT-focused HFs lost ~12% in October with losses concentrated in crowded Tech names -- according to Goldman Sachs Prime Brokerage.HFs are cutting both longs and shorts to protect their solid YTD gains (and bonus packages) accrued in H1 2026. That unwind reinforces selloffs in crowded stocks, which is why Amazon, Google and Intel saw violent sell-offs. - P
Absolutely insane...
HFs have pulled back gross exposure by ~8% -- the most aggressive de-grossing in at least ten years -- according to Morgan Stanley’s Prime Brokerage data.In addition, TMT-focused HFs lost ~12% in October with losses concentrated in crowded Tech names -- according to Goldman Sachs Prime Brokerage.HFs are cutting both longs and shorts to protect their solid YTD gains (and bonus packages) accrued in H1 2026. That unwind reinforces selloffs in crowded stocks, which is why Amazon, Google and Intel saw violent sell-offs. - A
OpenAI CEO Sam Altman met with Foxconn Chair Young Liu in Taiwan on Friday (10/30) to further discuss their partnership, Foxconn’s chairman said, media report, adding specific joint projects will be announced once finalized.
Liu said there is no AI bubble as demand continues to be massive. He reiterated Foxconn’s 2027 revenue growth forecast at a double digit % for 2027. The world’s biggest contract electronics manufacturer now operates over 270 factories worldwide, and AI server rack capacity as hit 2,000 units per week, from 1,000 at the same time last year. Foxconn also cut the assembly time of AI server compute trays from over two hours down to just 20 minutes. $NVIDIA(NVDA.US) $Amazon(AMZN.US) $Alphabet(GOOGL.US) $Microsoft(MSFT.US) $Meta Platforms(META.US) $Oracle(ORCL.US) #servers #openaiSource: Dan Nystedt
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There are unique selling point for Microsoft, Google, and Amazon AI monetisation.
For users, they have their own preferences.
However, prediction may be wrong or right.
Even though this is a left-side defensive for Google, it can be.
Amazon may surprise us well.
FeaturedAI Monetization Split: Was Alphabet Wrongly Sold Off? And What to Make of AMZN’s AWS vs. AdsETFs: $GOOGL 2X Long ETF(GGLL.US) $GOOGL 1X Short ETF(GGLS.US)Alphabet’s latest earnings are out, with the stock falling below $300 in after-hours trading. On the surface, revenue slightly missed expectations, and E...
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$Invesco Nasdaq 100 ETF(QQQM.US)
Tech heavyweights including Microsoft, Alphabet, and Amazon reported earnings this week, driving major volatility across tech indices like $QQQ. I am holding my core tech allocation steady through the earnings prints, utilizing systematic dollar-cost averaging while reserving dry powder for post-earnings pullbacks.
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