---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/40402310.md"
description: "$Amazon(AMZN.US)Sell another 10 contracts for Dec 2026, and still have 32 calls within a year waiting for opportunities.While having dinner tonight, I chatted with my wife and mentioned that the leading model companies in the US (the big three + Grok) are deeply tied to cloud providers. The cloud providers have a lot of room to maneuver, and the second layer of the five-layer cake is incredibly lucrative.In China, it's not like that. Qwen is tied to Alibaba Cloud, Doubao to Volcano Engine, and even Meituan has its own cloud.My wife said that in the US, they still value professionals doing professional work more. They care more about the depth of the moat and won't spend excessive energy catching up on things others have already perfected. Because they haven't experienced regulation, sanctions, or supply cuts. In China, everyone is pursuing diversification, breadth, self-sufficiency, to avoid being choked.Comparing this way, the business gap between Chinese and US cloud providers is really huge. Although Alibaba Cloud surpasses the sum of the 2nd to 4th places, compared to AMZN, model companies like Kimi are unlikely to grow into giants like OpenAI and Anthropic in the short term. And companies like ByteDance and Tencent will definitely prioritize feeding their own cloud businesses first. Looking at it this way, with Alibaba's e-commerce business being encroached upon today, its cloud business still faces great difficulty in breaking through, and the model business has a long way to go. Considering finding an opportunity to sell some Alibaba shares for cash."
datetime: "2026-05-04T15:26:49.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40402310.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40402310.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/40402310.md)
author: "[老草](https://longbridge.com/en/profiles/12361798.md)"
---

# $Amazon(AMZN.US)Sell another 10 contracts for Dec …


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## Comments (5)

- **越来越好呀 · 2026-07-06T06:14:12.000Z**: Thank you, very objective. I'm fully invested in Hong Kong stocks this year. The gains in Hong Kong stocks haven't kept up with A-shares, similar to the situation with Xiaomi. I just want to break even, have no clue, acted impulsively.
- **Rayr9aV · 2026-05-06T01:56:04.000Z**: Don't Google, Amazon, and Microsoft also have their own clouds?
  - **老草** (2026-05-06T11:58:11.000Z): 但是云端需求的产生是由 OpenAI，Anthropic 推动的呀。意思是谷歌，亚马逊，微软的云端需求由外部驱动产生。阿里云更多的是自产自销
- **止水观心 · 2026-05-04T15:39:19.000Z**: Awesome, bro
  - **老草** (2026-05-06T11:58:57.000Z): Everyone, get rich! 😄