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Rate Of ReturnAmazon, with its long-termism, has achieved a spiral rise by continuously reinvesting its profits (reading more books is really not bad, at least it gives more confidence, thanks to Value Brother's book list hehe😁), and by constantly seizing market opportunities (but because of this, it has never been favored by Wall Street🤣). It's not surprising at all that it's doing this now, as it has always adhered to its "duty". Of course, the mentality of those heavily invested in the market and those holding cash lightly waiting to enter is different. Make your own choice🤔 and don't regret it later (my call in June this year is also very risky, no choice🤷♂️, anxiety can only be countered by exercising to get dopamine, but the call price for January 2027 is very attractive now).
There's absolutely no problem with the fundamentals of the financial report. Many people will be eroded by fear in this kind of panic-driven pit, and I'm also fearful (not as calm as the big shots), but after the fear, I feel more "excitement"🤔.
Hello everyone, I'm Xiao Ba pretending to be calm. 😬, I'm here skinny-dipping again. 🏊♀️.
Last night, my 2026 yield turned negative, and I feel just so-so. My holding cost for Amazon was 218, which was broken by the after-hours earnings report.
Now I'm heavily invested in $Amazon(AMZN.US) with my left hand, $Microsoft(MSFT.US) with my right hand, and $NVIDIA(NVDA.US) on my head. 😬. Falling like this, cloud providers have become something even dogs wouldn't touch, 🤣, other positions aren't as heavy, so I won't say more.
AWS cloud growth was 23%, slightly exceeding expectations. I also talked about it yesterday—once capital expenditures exceed Google's, the expected drop is worse than Google's. But I didn't expect it to drop this much. In that case, after I finish reading the earnings report, I'll see how I should respond. 🤔.
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