Mark Woodward

Taking on the challenges of Stock Market Modeling, Statistical Analysis , Risk Mgmt and Pattern Trading. Former CTO . Do your own Due Diligence. Im not your FA

[Mark Woodward @MarkKWoodward]

@Bleacherbum He was fired I’m sure. U need a real salesman.

[Mark Woodward @MarkKWoodward]

@aceace_22 @mikealfred U may want to research that a little closer.

[Mark Woodward @MarkKWoodward]

@mikealfred https://t.co/Czf3EzSH9K

[Mark Woodward @MarkKWoodward]

@mcinnes_danny U really need to move on.

[Mark Woodward @MarkKWoodward]

@hicasamadim 72

[Mark Woodward @MarkKWoodward]

@Bleacherbum They are still spinning accomplishments or lack there of

[Mark Woodward @MarkKWoodward]

@Bleacherbum Nope

[Mark Woodward @MarkKWoodward]

@AaronQuinn716 U are so out of touch. The amount of work to be that good and determined is the difference. Tiger was brought up at a public golf course. Go back to bed.

[Mark Woodward @MarkKWoodward]

@MercuriusFilius I’d tell them do their employees have to worry about bacteria? Ask me if I can sell. Everyone is a salesperson.

[Mark Woodward @MarkKWoodward]

@financialjuice So sealed at both ends. Got it!

[Mark Woodward @MarkKWoodward]

@DeItaone Funny. Now Iran holds the cards.

[Mark Woodward @MarkKWoodward]

@ripster47 Cease fire

[Mark Woodward @MarkKWoodward]

$CVNA. Ha. What a joke. Been a great short.

[Mark Woodward @MarkKWoodward]

The case for $AMZN

In an agentic world, Amazon is the backbone. It provides the compute for digital agents and the robotic arms for physical fulfillment.
• The "Fuel" Argument (AWS): If agents replace humans, they need massive inference compute. AWS Bedrock is the factory floor where enterprises are building and running these agents. Unlike Salesforce (which charges per human seat), AWS charges per compute unit. As agents work 24/7, AWS revenue scales up, whereas SaaS revenue scales down. 
• The "Physical" Argument (Robotics): As "digital work goes to zero, physical work becomes premium." Amazon is arguably the world’s largest robotics company. 
• Feb 2026 Status: Amazon has been deploying humanoid robots (like "Blue Jay" and "Digit") to automate warehousing. If the economy crashes because white-collar work vanishes, people still need toothpaste and chargers delivered. Amazon owns the physical rails of the economy, which cannot be automated away by a chatbot. 
• The Risk: Investors currently hate their massive spending ($200B CapEx projected for 2026). However, this spending is the moat. They are building the power plants for the new economy.

This along with $AAPL as the gate keeper are the winners.

[Mark Woodward @MarkKWoodward]

Uncommon thought: amzn is green tomorrow

[Mark Woodward @MarkKWoodward]

$AMZN. Market is broken. They sell every one of their chips immediately upon installation, demand is off the charts, they spend more because of it, they expand margins on their chips and it’s Down 10 pct. Wtf. This is a screaming buy. Market is clueless to how early we are. I’ll see where it is in 2027.

[Mark Woodward @MarkKWoodward]

@jmoneystonks Huh. I was just thinking that as well.

[Mark Woodward @MarkKWoodward]

@jimcramer Seriously Jim. Aren’t u a football fan? Give it a rest.