Eric M

I’m right 99.3% of the time. 🇺🇸🇮🇱

[Eric M @neversellamazon]

@Samurai__Stock That’s what, below $100 per share? It will be interesting to see if it drops again.

[Eric M @neversellamazon]

@LauraLoomer They are not Americans in any way. Vile people with a barbaric culture.

[Eric M @neversellamazon]

Excellent analysis of $AMZN.

#neversellamazon

[Abyss @Fred_Abyss]

I posted this analysis of $AMZN earlier this year. It is still relevant in my opinion. Now it seems like most people have recognised that AMZN is an AI winner.

But still, I do believe people are not bullish enough on this name. This will be one of the biggest winners from MULTIPLE secular trends.

AI - AWS distribution is already massive, and AI revenue is going crazy.

Cloud Computing - Not just the servers AMZN's chip business is crazy and would be an industry leader on day 1 if they decide to go aggressively into the market.

Robotics - This one will be a huge profit driver for the retail part, and already is.
Digital Advertisement - This is still a secular trend, and it will only accelerate with AI targeting.

E-Commerce - I do believe people do not appreciate enough that e-commerce penetration still has a major runway of growth, especially in international markets.

Autonomous Vehicles - Analogous to robotics, self-driving vehicles will play a massive role in the delivery networks, and there is also Zoox.

Satellites - Project Leo is shaping up to be a competitor for Starlink, which is SpaceX's profit driver.

General shift in the business mix:

I think the margin mix shift is vastly underestimated. While the low-margin businesses themselves are getting higher margins thanks to automation and AI, the higher-margin businesses are still growing significantly faster than the low-margin ones.

What happens to AMZN's economics if AWS and Ads become a much larger part of the business, while Retail becomes smaller - while retail margins are also improving?

Also, all significant businesses are accelerating revenues: e-commerce (including third-party sellers), subscriptions, advertising, and AWS. The trend is insane, and as we move forward, the market has no choice but to recognise this.

People last year asked me a lot when $GOOGL hit $200 if it’s still a buy. Now look where we are. I believe AMZN could be a similar story. I wouldn’t be surprised if we see a $5T market cap not too far in the future.

I am still very bullish, and while I recognise that everybody is bullish now, I believe people are still not bullish enough on this ticker.

[Eric M @neversellamazon]

@spencerpratt Burrito Fest 26 is the cultural event we need.

[Eric M @neversellamazon]

@LauraLoomer God bless you, Laura, because you’re one of the most honest and courageous people on the planet. Big fan!

[Eric M @neversellamazon]

@JustineBateman Can you please do more posts explaining what happened to women? Like when and how did they become so opinionated, righteous, arrogant, and domineering?

[Eric M @neversellamazon]

@StudentofMetal @insatiablevine Yea, “every” may be an exaggeration, but other than Trump, can’t think of one at the moment.

[Eric M @neversellamazon]

@castironkitty @the_jefferymead Of course it’s a generalization but as a generalization I think it stands up based on my observations in life and online, at least as it pertains to American women. Don’t agree?

[Eric M @neversellamazon]

White privilege just means we’re are privileged to pay for every lazy loser especially the black and illegal ones.

[Z @insatiablevine]

My White American privilege means I get to spend 67 years of my live paying into a system that prioritizes foreigners over Americans. They squander away my social security through fraudulent dark money schemes that reward third world invaders and career politicians. It means I’ll pay my own groceries while funding SNAP for low income blacks who hate my existence and call me a bigot as they plunder my income. It means I’ll have to jump through hoops to secure a 30 year mortgage for an overpriced home because the illegals , TPS migrants and H1-B are getting government funded loans while they steal our jobs and crowd our schools. My White American privilege means I will abide by every law and watch illegals rape, stab , murder, kidnap and traffic drugs in my community- receive no bail release and a slap on a risk for felonies. It means I’ll spend my days as a wage slave while criminal third worlders open up fake daycares, drive Bentleys and live in mansions.

White American privilege is a lie. Everyone is benefiting from America except working class White Americans.

[Z @insatiablevine]

My White American privilege means I get to spend 67 years of my live paying into a system that prioritizes foreigners over Americans. They squander away my social security through fraudulent dark money schemes that reward third world invaders and career politicians. It means I’ll pay my own groceries while funding SNAP for low income blacks who hate my existence and call me a bigot as they plunder my income. It means I’ll have to jump through hoops to secure a 30 year mortgage for an overpriced home because the illegals , TPS migrants and H1-B are getting government funded loans while they steal our jobs and crowd our schools. My White American privilege means I will abide by every law and watch illegals rape, stab , murder, kidnap and traffic drugs in my community- receive no bail release and a slap on a risk for felonies. It means I’ll spend my days as a wage slave while criminal third worlders open up fake daycares, drive Bentleys and live in mansions.

White American privilege is a lie. Everyone is benefiting from America except working class White Americans.

[Eric M @neversellamazon]

@Samurai__Stock 👍

[Eric M @neversellamazon]

@FarrowMia40582 @merrow_a Liberal white women are insane.

[Eric M @neversellamazon]

@pdxjimsmith @Mr_Derivatives Why trim and not hold for $400?

[Eric M @neversellamazon]

@FloppingAces You need a bigger platform. Important messages all day that more people need to hear.

[Eric M @neversellamazon]

This is AI. Unreal!

[Testlabor @testerlabor]

This is just Grok Imagine 1.5

[Eric M @neversellamazon]

@Samurai__Stock The dream of $CELH being a $MNST is dead to me. Took a decent hit and gave up on it. Wish you luck.

[Eric M @neversellamazon]

@TradingThomas3 The price is going to drop as it always does - with or without Bezos selling or not.