o̲ntosomthing

Market watcher and business owner.
FULL PORTED IREN HPE
ROAD TO 250,000k TO 1 million..
This page offer nothing but discipline and courage

[Chris Camillo @ChrisCamillo]

One of the most important disciplines in investing is constantly updating the best argument against your own position.

Not dismissing it. Not looking for reasons it’s wrong. Actually understanding it well enough to decide how much conviction your own thesis deserves.

$AMZN has badly lagged the market and many other AI names recently, and I think the counter thesis has evolved.

The biggest new threat is agentic commerce. Meta’s Muse and other AI agents could increasingly control product discovery and purchasing, potentially weakening Amazon’s retail and advertising moat.

That’s real. But I think it plays out slowly, Amazon will adapt through its own agents, including Project Moonraker, or partnerships that are seeking access into and monetization from the world’s largest ecommerce platform, and in an agent-first world the upside to AWS, Trainium, Graviton and Amazon’s broader AI infrastructure business could ultimately more than offset the advertising dollars at risk.

Then there’s Anthropic. A recent barrage of negative headlines around slowing growth and Meta/Microsoft reducing Claude usage has spilled over into $AMZN sentiment.

Again, worth taking seriously. But much of that narrative looks incomplete. Anthropic’s revenue growth remains extraordinary, its IPO appears very much alive, and its massive long term commitment to AWS remains intact. We are still early and one can make a strong argument that AWS has more to gain from an open source first AI world than it would lose from Anthropic’s and OAI’s relative weakness, if it even plays out that way.

And now sharply higher diesel prices create another near term headwind to Amazon’s shipping margins. That’s real too. But either fuel prices normalize or as with past cost inflation Amazon eventually passes much of the higher cost through while continuing to drive down fulfillment costs.

I don’t need the counter thesis to be wrong to own $AMZN.

I just need the bull thesis to be more right.

[o̲ntosomthing @Schmittsingh]

@kiantrades Money Printing at its finest moment just to push it all into digital era.

[o̲ntosomthing @Schmittsingh]

@kiantrades Hahah made me laugh

[Marcos Milla @MarcosMillaYT]

If you were LATE to Buying $DRAM

You're pretty early to Buy $IBIT

[o̲ntosomthing @Schmittsingh]

@OakenshieldVGX regardless; stanley druckenmiller adding at $45 adds weight

[Chris Camillo @ChrisCamillo]

AI might be the most overthought trade in the world right now.

You can go so deep on models, chips, agents, capex, tokens and benchmarks that eventually your head is just spinning.

Sometimes the best analysis is being able to filter through everything that matters less to identify what matters most.

AI lets us solve problems we couldn’t solve before or couldn’t solve economically while doing more with less.

That grows the economic pie.

We’ve seen this movie before with every major technology shift.

This one is just bigger.

[o̲ntosomthing @Schmittsingh]

@TheSkayeth reminds 1 week same on $IREN

[o̲ntosomthing @Schmittsingh]

@GAndersonTrades or I’ll delete this lol

[o̲ntosomthing @Schmittsingh]

@GAndersonTrades The yield will go higher and so will the stock this 2026 market will go down in the history, Vix is 15.52 the moment it touches 16 stay ready Things will go parabolic like March 29.

[o̲ntosomthing @Schmittsingh]

@Remzztrades can’t stand people who bitch & pessimism!!

[Reads with Ravi @readswithravi]

“When you fear something, learn as much about it as you can. Knowledge conquers fear.”

— Edmund Burke

[Robert Greene @RobertGreene]

Learning how to learn is the most important skill to acquire.

[Kevin Xu @kevinxu]

2004 might be the worst year to be born.

2009 - missed cheap houses
2013 - missed cheap bitcoin
2020 - missed 3% mortgages
2021 - missed the meme stock boom
2026 - finally making money

congrats everything costs 3x now

[Reads with Ravi @readswithravi]

“No intelligent person is interested in dominating others. His first interest is to know himself.”

― Osho

[History Daily @HistoryDailyyy]

"A man is respected for what he achieves, not for what he promises"

*-Napoleon Bonaparte