Has Amazon revealed its true business?
Last week something happened that I had been waiting for a long time. Andy Jassy, Amazon’s CEO, for the first time in history released concrete figures about how much money the company makes from artificial intelligence. And that number honestly surprised me.
...🚨 Great news for $UBER shareholders❗️
⭐️ I’ve been talking about Uber non-stop for almost 2 years as an investment I fully trust, and so far I don’t see any signs of slowdown or disruption to its business model.
🟢 On the contrary, it’s closing exclusive partnerships with companies like $NVDA $LCID $GOOGL $NBIS $AMZN..
..and just a few hours ago announced a NEW partnership with...
Read more
If you want to dive into the company $UBER a bit differently than just through tables and charts, I can recommend the book "The War for Uber". For those who don't like to read, there's also an audiobook. I think the book really shows where the company's strengths and potential weaknesses lie. I like these stories about well-known companies.
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
JD.com $JD launches Joybuy in the UK, Germany, France, the Netherlands, Belgium and Luxembourg as a new online platform that will directly compete with Amazon $AMZN – it will offer electronics, appliances, cosmetics, home products and groceries, plus its own logistics JoyExpress with same-day or next-day delivery in major cities. A network of roughly 60 warehouses and depots at...
Read more
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Not even the highest‑ranking official helped them when he spoke about the outrageous fee gouging.
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
So another company where it wouldn’t be about the fundamentals themselves, but about what Musk or influencers post on X.
Musk + FOMO + social media = the stock will shoot up to absurd levels 😂
That could be a good trading plan 🤔
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Update on my position in Amazon (AMZN) – Reasons to hold and key risks
I’d like to describe my position in $AMZN, which I entered a year ago at $211 per share. It now represents 2.2% of my portfolio, and the stock currently trades around $245.
Three main reasons why I consider AMZN a good investment:
1. Dominant position in e-commerce: Amazon continues to hold a significant share...
Read more
Hi investors.
I currently have some cash available.
I'm toying with the idea of opening a small position in $NFLX — how do you personally view this company? I've looked into some information and their price looks interesting to me. I've been following this company for a while, but I'd be interested in more people's perspectives.
I also have an interesting position in $AMZN, where...
Read more
Netflix is a solid company; its valuation looks great right now. As for Amazon, the stock hasn’t been rising much lately, but the results were excellent and that growth should come over time.
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Beautifully diversified portfolio. I wish you lots of luck in the New Year.
Hi everyone, I'm curious how you're currently approaching investments in Ferrari $RACE, PayPal $PYPL, Amazon $AMZN and NU Holdings $NU. Ferrari looks interesting both technically and fundamentally after the recent pullback. I think PayPal is currently undervalued, and with the expanded use of AI technologies and collaboration with developers within the OpenAI ecosystem, it...
Read more
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Well, I tried to ask myself what PayPal would have to do or undertake for sentiment to turn enough that its shares would head higher and sustain that trend. Something competitors can't reach, or something that would give PayPal the chance to move up for a reasonable period. I'm afraid AI isn't it—everyone's invoking ecosystems these days. Is there a potential entry of a strong partner that would shake things up? Any advantage compared with the rest of the world? I don't see anything like that. Do you know of anything?
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Amazon $AMZN
I currently see an interesting opportunity in Amazon (AMZN), particularly in cloud services and artificial intelligence, because the stock has fallen to a more attractive level. Amazon Web Services (AWS) continues to dominate the cloud computing market, and its investments in AI technologies, including generative AI for business applications, indicate potential for...
Read more
I agree, the company looks well positioned and is moving at its own pace. Are you buying now?
Shares of $AAPL rose 5% yesterday on news that Apple is investing an additional $100 billion in the US. I have sold $AAPL stock this year and moved my money into $GOOG and $AMZN. Apple no longer strikes me as an interesting company and growth is slowing.
Do you still consider $AAPL a growth stock?
...
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Great article, thanks for it. I have a fairly large position in $AMZN in my portfolio and I have a lot of faith in the company’s future.