아마존 주가 -10% 📉... 실적보단 AI 투자 우려?

Fear of overspending. We saw this same dynamic play out for GOOGL and MSFT, where the market punished tomorrow’s overspend over rewarding today’s outperformance.

If I wanted ChatGPT’s take on it I’d ask it directly, but thanks I guess?

ChatGPT slop write up. Ban

"The market isn’t punishing performance. It’s punishing ambition."

*James Doakes picture*

$200B capex is obviously risky. Risk is being priced into the price of the stock.

You hit the nail on the head. Basically, the market panicked because Amazon decided to pour $200 billion into AI, and that hits your wallet hard in the short term. Even though they did well in sales and cloud computing, investors are terrified that they're spending so much without knowing exactly when they'll see that money again. It's typical Amazon: they prefer to sacrifice today's profits to dominate the entire market tomorrow, and that ambition always makes people nervous who are looking for quick results. It's not that they're doing badly; it's that they're betting so heavily that the market doesn't know whether to applaud or run for the hills.

Sorry, we're removing this post because it's a duplicate, or extremely similar, to another that was already posted.

We appreciate the effort but we don't need multiple posts that cover the same topic.

Discount. It looks as a race, I am only afraid how far it will go. I don’t want to bet on who will be able to recover from it.

Ah yes! Everything is dropping at the same time but for amazon theres a specific and special reason


Stupid take straight frop gippity

I believe the risk and why the market reacts as it does is due to AI fears - how will it be implemented? Where are the tangible results? Yes, many sectors benefit hugely from AI - but is this an addition, or a replacement?

Vibe coding is definitely a thing, and AI helps in this, but someone still has to direct, guide, and control the AI. AI can find connections and patterns, but someone still has to ask the good questions. There seems to be a prevailing thought that AI can automate much more than it actually can, but human input still is essential.

What’s misleading about AI is the I-part. It isn’t actual intelligence, it is a context machine and pattern recognizer. That in itself is huge, but we’re sitting here 4 years later, and still the question hangs. This creates the anxiety over this CAPEX - to what end exactly are they spending this money on? AI? Well what do you mean by AI? The fact with AI remains as with any other computer - shit in, shit out.

Since people have been buying into the nebulous hype of «AI», this hype is starting to fade away.

Just a disclaimer- I am sitting on GOOGL as their margins are insane, but we now need to see now how will this technology actually be implemented and used. Answering that concretely apart from merely stating «effectivizing», will start to justify said CAPEX…

That quarterly revenue is insane. Loved the report and will definitely be adding.