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Amazon.com, Inc. (AMZN)
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There were years that $AMZN fell down 70% and 90% and $FB after IPO fell by almost 50% and you know the rest of it. I bought them both and I am in really big profits. Never sold a share and not planning any time $WISH just became public this year. They have $1.5B in cash, MC of $4B and revenue of almost $3B. They had a not great Q and analysts decided to hammer it down. Long term I think it’s amazing opportunity to buy at this levels. Millions of users globally, great management team, and huge potential. Do your DD.. I am adding WISH to my long holds such as FB, AMZN, $AAPL and $PLTR
WHY TESLA IS STILL A BUY.
1. The Model Y is the perfect car for most families & will become the most sold vehicle on earth. Great margins!
2. Cybertruck has 85Billion in preorders.
3. Both Germany & Austin volumes are imminent & the 4680 batteries has relegated ALL EV COMPETITORS meaningless for another decade.
Longterm Tesla is like an $appl or $amzn or $goog. It will simply keep expanding its dominance & grinding higher & higher.
Thread/ $BABA & the value Alibaba Cloud
Alibaba cloud is arguably the most bullish aspect of the $BABA thesis even though it’s <10% of FY21 total revenues and not yet profitable. Currently they have ~40% of cloud market share in China.
1/ The cloud market in China is only in early stages of development. They are approximately 5-6 years behind the US if they can replicate the same growth trends that a company like $AMZN has been able to achieve with AWS.
2/ the US and Chinese cloud market is very different and not a perfect comparison. But $AMZN & $BABA are the dominant players in each market so I will make some comparisons throughout the thread.
3/ Between 2010-2020 the cloud market had a ~30% CAGR. The global cloud computing market is expected to grow at a 17.5% CAGR until 2025. Being in early stages, the Chinese market theoretically should grow faster than the global market average.
4/ During the most recent earnings report from $BABA, cloud revenue grew 29% YoY. This was much lower than it could have been due to Covid-19 impacts and the Bytedance (Tik-Tok) contract. That 29% growth in a slow year is a good sign.
5/ In the second quarter of 2020, Alibaba cloud had an unprofitable -9% adjusted EBITDA margin. In the second quarter of 2021 it had a profitable 2% adjusted EBITDA margin.
6/ In comparison, For the three months ended June 2021, AWS contributed $14.8 billion in revenue and $4.2 billion in EBIT to Amazon (28% EBIT margin). Revenue growth of 37% & EBIT growth of 24%.
7/ over the past 5 years AWS has grown revenues at ~35% annually. IF Alibaba Cloud can grow revenues at even half that rate going forward it could become a meaningful part of $BABA total revenues.
8/ If we take a conservative growth rate of 20-25% over the next 5yrs than Alibaba Cloud FY26 revenue would reach between $22-27B (USD). Which is about 20% of LTM total revenues for $BABA.
9/ it would not be unlikely to see growth of 30% which would contribute ~$33B revenue towards $BABA. If they can achieve a conservative 20% EBIT margin (AWS ~28% EBIT margin), Alibaba Cloud could be worth approx $200B on its own in FY26 (30x EBIT multiple).
10/ I think it’s fair to say Alibaba cloud in FY26 will be worth between $100-200B USD which is approx. ~20-40% of the current $BABA market cap. If they match AWS growth and margins (unlikely, not impossible) it could be worth >$300B.
11/ ‘IF’ you believe the intrinsic value of the $BABA E-commerce business is worth more than the current market cap than you potentially could have a $200B cloud business for free + 1/3 of Ant Financial.
Palantir Technologies Inc.
Congrats to anyone getting in now, we are still early. This is going to be a future fortune 500 company. Like getting into $FB or $AMZN in the early stage. Long $PLTR since $12, still buying, I know what I hold, not selling a single share.
dammm $WISH app is addicting!! Awesome concept of e commerce with customer engagement. I am impressed. This could be a huge success in the future. With the right partners and advertisements it could be huge! Can easily see it multiplies x20-30 in the future. Changed my mind for long term investment
$AMZN $JMIA $SE
I decided not to sell. I believe the company is going to perform better and better. I believe it will be the third largest cloud company after $MSFT and $AMZN in 2-3 years. Sure, the stock performance is disappointing to say the least, but as long as the company keeps hitting / exceeding targets, I feel the stock price will begin to reflect the growth.
Blessed with $snap, $msft and our undeniable gift $amzn.
Continued prosperity, longs.
I've been very bullish on $AFRM and $SOFI for a few months as they both have been gaining market share at various websites I'd visit. So the $AMZN partnership announcement on Friday was no surprise. I sold my $AFRM over $100 this morning for over 45% gain and moving it to $SOFI and adding even more shares of $JWN under 29....Nordstrom will be back above 38 in the short term in no time. I have also added more shares to $ADSK, which I expect to be back above 340 also in the short term.
Keep buying $JWN, $ADSK, $SOFI. Keep holding.
WiMi Hologram Cloud Inc.
i hope others can have the vision as i do and most Longs here. Bullish😎😎 $WIMI $AMZN $TDOC
35% of $AMZN customers are non-prime. And $KPLT is there to finance them all. If they can include revenues brought by $AMZN you will see the stock at $30 in no time 🚀🚀🚀
Nvidia is quickly climbing the chart to the number one spot on list of most valuable companies in the world. Already well above some in the top ten, only the likes of Apple, Amazon, Google, Microsoft, and Facebook are standing in its way. $fb $aapl $msft $amzn
Affirm stock $AFRM climbed 40% in Monday’s premarket trading following the company’s tie-up with Amazon $AMZN which will allow it to offer its ‘buy now, pay later’ option to the online retailer’s customers. I love this platform
! I signed up three years ago and so glad I did with all of the innovations they are coming out with. It is really an important tool to use everyday for traders. I have found no better tool on the market and i have used a lot of them.
Verizon Communications Inc.
#VZ is part of my generational stock picks. Others I've mentioned over past 3 years (in part) are #BHP, #RIO, #AMZN, #AWK, #MO, #VALE. I'm adding #PCRFY today. I should have added months ago, but did not. Do your own due diligence on all my recs....most are low p/e high dividends and/or recession depression type picks. good luck!
$AMZN stuck in ice age with their ICE delivery vehicles spewing fossil fuels into our clean air
Sold $AMZN for Bitcoin. I’m glad I bought the dip. Next, I’ll sell $AMC
Bitcoin is much more profitable.
WiMi Hologram Cloud Inc.
$WIMI $AMZN $TSLA
ppl who trade on the belief that a red day must be followed by a green day and vice versa always lose. That “strategy” doesn’t work in roulette or trading.
Regret selling $NVDA and Buying $AMZN. There is nothing that can move this stock. Atleast, I am still holding my substantial $NVDA investment.
LOLLLLLL At top amount of reactions on $GME conversation 259,000
Reactions to $AMZN 130,000
Reactions to $GOOG 19,000
You can tell this isn't a "normal stock"
WiMi Hologram Cloud Inc.
$AMZN $WIMI $TDOC Why Buy WIMI?
Currently, WiMi has 195 holographic related patents and 325 software copyrights. 💚💚
WiMi has also produced nearly 5,000 pieces of high-quality, high-fidelity holographic content. and its entire holographic segment revenue exceeded RMB 700 million in 2020.
WiMi Hologram Wins "2020-2021 Advanced Unit in Science and Technology Innovation" Award at 18th China Scientist Forum.💥💥
Collapse of OnlyFans will force thots to migrate to $AMZN- Twitch which is bullish for $CRSR.
Pandemia deixou as famílias do Reino Unido US$1,2 trilhão mais ricas
O magnata chinês que fez tremer segurança nacional dos EUA
Veja como é por dentro um iate de mais de R$ 1 bilhão
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