아마존 실적 발표 후 -10% 급락 📉

The "miss" = $0,01

$200B? what the fudge. Is this becoming a dick measuring contest or what?

Welp we’ll be down another 10% tomorrow boys

Imagine laying off 30k people and still missing. What an awful company. Can't imagine employees have any morale left at all.

Amazon stock has had only ~20% growth over last 5 years, been lagging behind other MAG7 companies

I think I’m just gonna go back to dollar cost averaging into VT…

This feels like classic earnings overreaction. They basically missed EPS by 2 cents while revenue, AWS and ads all beat. The sell off looks more about the spending forecast than the actual quarter. Market hates uncertainty, especially big cap spending, even if it’s investment rather than decay. Amazon has done this before. Short term pain, long term optionality if the spend actually pays off. If you’re trading it, fine, volatility is the game. If you’re long term, this kind of drop is usually noise, not thesis breaking stuff. I write a short free newsletter about investing without the earnings hysteria. Link’s on my profile if it helps.

We’re seeing a full market sell-off and the largest wave of layoffs since 2009. Is a financial crisis coming? Treasury yields are rising across the globe.

AWS is making more per quarter than Google cloud makes per year?

People are acting like it's the earnings but in reality, this market will destroy everything no matter what. Except Roblox, which for some reason is up 20% after hours lol

All these companies can't be wrong about AI! It seems to me that the one that spends the most will be the winner, LOL.

The stock market is wild. .02c miss and they all poop their pants

Because of this, im down $383 today. Damn.

Red day tomorrow

😂

What are they spending on to get to $200B in capex? Seems like an impossible amount of cash.

The only thing AI has disrupted is the asset-light nature of Big Tech.

When Amazon drops it’s always a good buy opportunity.

We are all toast now.

The market is starting to pick winners and losers of the AI companies. People are starting to realize that AGI might not be right around the corner, and progress could be more gradual than anticipated, with slight improvements to models every couple months, but at the cost of 10's of billions of dollars every year. Can companies like OpenAI and Anthropic afford to raise 100 billion dollars every year to keep up with Google? I think we're already seeing OpenAI run into issues, because sure they can raise enough money for another year, but without a massive monopolization plan, theyre going to need to raise even more money in 2027 to keep up. Keep it mind, not only is Google planning on spending $180 billion on capex, they spent $60 billion on research in 2025 and are on pace to spend around $80 billion in 2026, a completely separate category than capex. Can OpenAI keep pace with that kind of spending? It looks like the market is starting to hedge against OpenAI being able to keep up, which is putting a lot of pressure on Microsoft, Amazon,and Oracle because they are spending a ton of money on servers for them in the hopes they can become a long time customer... Will that bet pay off?