@lizzgomez2025 These levels seem reasonable but the AI cycle feels priced in for the next quarter already. Curious how earnings shake out before jumping in.
@baekmin803l The capex numbers are getting wild across the board. Holding AMZN too but wondering when the ROI actually shows up in earnings instead of just hype cycles.
Looks like $AMZN is going all-in on AI. Trainium3 shipments up 20-30% in Q3, rack-scale production starts July — they're clearly optimistic.
Huge capex from hyperscalers keeps $NVDA, $AVGO, and $GOOG supply chain strong.
I'm holding $AMZN as a core position, but keeping a
@gecos_ys Rack-scale production starting in July is the part that stands out to me. If they really hit that timeline, it could change the narrative on custom silicon vs. buying everything from Nvidia.
$AMZN Trainium3 is ramping up — custom chip shipments could jump 20-30% in Q3, showing strong internal AI confidence. Rack-scale production starts in July.
Hyperscaler spending is still pushing $NVDA, $AVGO, and $GOOG supply chains too.
For me: $AMZN is a core hold. Watch
Gold is stuck in a tight range with no clear direction right now 📉 Bulls and bears are evenly matched, and the momentum has really slowed down. Maybe the FIFA World Cup is distracting traders?
🇺🇸 MICHAEL SAYLOR SAID BITCOIN IS GOING TO $16,000,000
“I'LL BE HAPPY TO BUY AT $200,000, $500,000, $1 MILLION, $2 MILLION, $4 MILLION, $8 MILLION, $16 MILLION.”
“PEOPLE WILL MAKE FUN OF ME FOR DOING IT, BUT BITCOIN WILL BE TRADING AT $16 MILLION A COIN.”
YOU ARE NOT BULLISH ENOUGH 🚀
If this post found you, then summer's calling your name 🏖️
Stay focused. Grind hard and prepare to stack that cash.
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