rocket Shadow

Amazon CEO Andy said in an internal meeting: "By 2036, AWS's revenue will reach $600 billion—double what he actually expects."

$Amazon(AMZN.US) AWS revenue in 2025 was $128 billion. To hit $600 billion, that would require a CAGR of about 15%. Growth won't be perfectly linear, though; in the early years (before 2032), it's likely to be much higher, possibly in the 23% to 28% range.

Based on conservative estimates, Amazon's market cap could reach $6 trillion in ten years, about 2.7x its current value.

But for short-term traders, that's basically just wasting time😂

——

That’s more like it. CEOs are bold when it comes to CapEx, so why not revenue targets? Now let's see $Microsoft(MSFT.US) and $Alphabet - C(GOOG.US) cloud chiefs come out and make some moves🤣

Nvidia's $30B investment in OpenAI is about locking in the AI ecosystem. The $100B infrastructure deal not happening signals OpenAI's IPO timeline is accelerating

$BitMine Immersion Tech(BMNR.US) finally showing they can execute after years of clinical setbacks. The pivot to profitability and shareholder returns is a smart move. But can they sustain it?

If the interest rate environment is unfavorable, these high-capex companies $Coreweave(CRWV.US) may face pressure. Therefore, I personally trend-follow and won't go all in 🤔

$Taiwan Semiconductor(TSM.US) increasingly seen as core AI infrastructure since major AI chip designers rely on its advanced nodes. Focus shifting toward capacity and leading-edge process demand.

Short-term trading view here. $BitMine Immersion Tech(BMNR.US) behaves like a sentiment ticker more than a traditional company. When crypto narrative heats up, volume spikes fast; when market risk-off, liquidity disappears equally fast.

So timing matters more than long-term valuation in my opinion. If they continue announcing treasury expansion or strategic moves, traders will treat it as catalyst-driven.

For long-term holders, need accept that price swings may be much bigger than underlying business changes.

Looking at $Trump Media & Tech(DJT.US) from another angle, I think what truly attracts investment is its "narrative combination": social media + crypto + finance + nuclear fusion. This multi-faceted approach easily attracts short-term capital. The company's financial reports show substantial cash and financial assets, along with returns from digital assets and financial investments, providing ammunition for continuously launching new projects. The problem is, its revenue is still weak, raising questions about its long-term valuation support.

I'm new to stock trading and would like to ask for advice: I currently hold WDC, UNH and INTC , which have recently dropped by 10%, but I'm optimistic about their long-term prospects. Should I just hold onto them and wait?

I think most people discussing shorting the $iShares Silver Tr(SLV.US) right now aren't analyzing the ETF, but rather expressing skepticism about the silver market. Silver has seen huge gains in the past, with retail investor enthusiasm even surpassing that for tech stocks, so naturally some people will look for shorting tools. But the problem is, the more the market unanimously believes it's overvalued, the more difficult it becomes whether or not to short immediately.

$Coinbase(COIN.US) The cryptocurrency market has been very volatile lately.

$Alibaba(BABA.US) BABA heading for breakout if T-Head goes public 🚀

$ASML(ASML.US) The tariff relief (TACO) reduces a near-term geopolitical overhang for global supply chains, which is positive for capex decisions

$Coreweave(CRWV.US) They are the purest play on AI compute scarcity, but their financing model is their biggest vulnerability

The U.S. chip sovereignty story gets a boost on days with global tensions. INTC is the flag-bearer

$Trump Media & Tech(DJT.US) High short interest can lead to crazy squeezes. Dangerous to short, dangerous to hold

Has the dividend not been credited yet?$Unitedhealth(UNH.US)

1.5T?! that's 3x tesla's market cap pre-split...

Pumping and dumping, unloading shares—this kind of repeated volatility, giving the illusion of rising without actually going up, is such a trap. They're just trying to scam people into catching the falling knife.$Alibaba(BABA.US)

$Coinbase(COIN.US) jumped to 280 on Friday.

$Circle(CRCL.US) Circle served up another "roller coaster special" today, handing me a drop of over 3%.

$Alphabet(GOOGL.US)$Alphabet - C(GOOG.US)

Is Google (GOOGL) fairly valued right now?

Honestly, Google feels like it‘s sitting right at fair value—basically a hold at current levels.

If you look at their ridiculous revenue, insane profitability, wild diversity, and how far ahead they are in tech, Google should be the most valuable company in the world.

To put it another way: the rest of big tech looks overvalued compared to Google and the overall market. That doesn’t necessarily mean Google is undervalued versus big tech—it’s just that Google is priced more rationally.

$Alphabet(GOOGL.US) $Alphabet - C(GOOG.US) Everyone knows Google. I did my research and saw how undervalued they were and determined the reason (the lawsuit) was stupid because, even if it were broken...

$Alphabet(GOOGL.US) $Alphabet - C(GOOG.US) Recently, I read some interviews with Demis Hassabis, the CEO and co-founder of Google DeepMind, and his perspective on DeepMind’s role is pretty fascinating...