AMZN 全部观点

I'll tell you what's been really hard with bad Amazon's been horrendous. Amazon I think every trade in the world is starting to really hate Amazon. Why? Because it's been predatory.

You know, from down here at 226, it gave you a a post earnings move and a fierce move all the way to 287. Amazon's back. Looked like it was going to hold here and then failed. That was first clue to get the hell out of the way.

Then if you were long worst to gap pivot, you had to get out of the way. Then you had this day one that looked great and all of a sudden yesterday made a new lower low.

Next up into the chart of Amazon, guys. Now, first off with Amazon, I want to go over this with you with a uh overview of our inclining parallel channel. Guys, if you ever get the opportunity to isolate these on your charts, I highly recommend you do it.

They give you so much information where price can break down from current trend, where we can move up to the next level, get more bullish, and then obviously a cap to that bullishness, right?

So looking at this inclining parallel all the way back here since 2023 on the charts zooming into the 50% area you can get a lot more information here too. You can see initially we came down much like the gold chart and the silver chart.

We didn't confirm a break elevated right back up but then we couldn't extend far enough guys right if we extended far enough away then the next attempt could be support level. We didn't accomplish that. instead broke through, put in another retrace after confirming a breakdown and then boom, we've got rejected.

Nice push down further on the charts as you see Amazon coming down closing near the lows of the day. So that brings up an important level of potential support on the horizon for AMZN derived from this inclining trend line from March 27th of this year connected over to the pivot low in July of this year.

That value comes in roughly right around $239. Right on top of this uh high-end wick on July 30th. We should see near-term bounce. One that could propel Amazon right back up to the 50% area. This parallel at $25822.

Yeah, the competitive landscape for Amazon it's getting tougher, you know, on the the AWS side especially, the cloud computing side. There's only so much that Amazon can supply.

It's pretty near its supply constraints right now.

We've seen a really strong uptick in developer uptake of using Microsoft's cloud platforms versus Amazon's and Google.

All right, number three stock that we want to talk about is another one of these huge players. This is This is a theme that a lot of these companies are some of the biggest companies in the world, but Amazon, not [snorts] only one of Nvidia's biggest customers, but again, another one that's trying to get out from under Jensen Huang's thumb.

Amazon pulling here. Trey, you mentioned that. I Izzy was here earlier I think. I haven't heard from him yet. Uh, this is interesting though because Amazon was a good buy the last time it moved under 250. That might be on deck here.

So, Amazon moving lower here. Let's see if it dips beneath 250. Izzy, if you're out there, what's the buy spot if this does in fact snap that?

But hey, you know, look at Amazon. Amazon woke up a little bit. It did. Okay. Um, you can now say, you know, this is your point of reference if you're an active trader at 249. 249.

Sometimes you got to let go what happened and and and start fresh. So, if you know after earnings, if you were long verse 262 and got stopped out, okay, if you bought here and got stopped out, okay, hey, maybe maybe this time is different.

Maybe because now they have to they're slowing down their spend and they don't have to um you know go so fast. Um I would think if this wants to be better, I'm not saying it will be, but it might.

It wants to probably hold 253. So if you think this is going to get a um blows, which I kind of think it's going to happen to like your Amazons and your um your uh you know your Googles and some of these well this morning they'll go from red to green. this morning there'll be an opportunity right so what's Amazon doing this morning Apple's down 77 cents Amazon is down 260 if Amazon wants to be different not saying it will be but if it wants to be different I almost bo you know people like red look at Amazon it's looking better I'm not buying the close there's no way anyway if if it could hold 253 and absorb this weakness hey maybe it's setting up a nice area to to do better we all could do better Maybe Amazon will do better, but at least you have 253 or 249.

I would say give it to 249. Buy a little bit and then this way it takes some pressure off that if all of a sudden it's on your do not touch list. It's on a lot of active traders do not touch list.

I get it. Um well, maybe it it'll pay you back. Um so anyway, this is 257. Um it's it's getting a little tighter in here. It's trying to be better.

But then I also spent 15 on Amazon, who I actually just made also a whole video on very recently. I think it was like the last video I made um or at least the one that I published.

But yeah, this one is one of my like most favorite core holdings for the long term. I've always loved Amazon. It's in my opinion one of the most like um misvalued stocks in the market.

I I'll just leave it at that. Go watch that video if you want a deeper dive. I go into into everything about Amazon, but I love Amazon for the long term.

It's time to go deep on a tech name, looking specifically at Amazon in our tech spotlight. I'm looking at Amazon Web's numbers and and some of the things that you said it's very interesting to you because there are three stories that are happening at the same time. Tell us more.

Look, Am- AWS grew 37% last quarter, $42.2 billion. That's a big number and I think they're going to have a big beat, yes, coming up tonight and I'm excited about that.

So now let's move on to Amazon because Amazon has surprisingly been getting hit in the market on the Muse announcements and people are getting more bearish on Amazon after Muse.

Now the first risk that I am able to identify is that if your everyday consumer is using an agent to shop then there will be less real eyeballs on e-commerce platforms like Amazon.

The second key point is that this really impacts the high margin advertising business and turns e-commerce companies into commoditized distribution platforms to facilitate sales.

Number three, in this world, e-commerce becomes a place where agents buy from and consumers never actually visit. And finally, this would also mean that Amazon loses a ton of data on its customers, how they browse, their habits, etc., which also impacts their advertising business, and how well they can actually advertise to real people.

hey, today we are talking all about the mighty Amazon, ticker symbol AMZN, who in my opinion, you know, I just very strongly strongly feel that the market has almost like no clue about how to properly value this business and the stock here in 2026 and going into the future.

And so, uh, just so you know where I'm coming from on all of this, when you look at me, the type of investor that I am, well, I I am someone who for many years now has been greatly loading up on shares on Amazon, making Amazon really by far one of my largest holdings in my own portfolio, again, for many years now.

First off with Amazon. You can see here Amazon today unfortunately put in a very significant close. It closed in the lower 50% of this parallel channel.

Now I remind you for any other new viewers this parallel dates all the way back here to January of 2023. We've navigated to the up to the bottom and back and forth all remaining within this inclining parallel channel.

The next stock I'm going to highlight as one you can buy and keep almost forever is Amazon. Amazon's strongest competitive advantage , which will be very difficult to replicate , is its fulfillment networks and logistics for its e-commerce business.

The company has spent hundreds of billions of dollars developing this network, learning how effective it is, finding ways to reduce customer service costs , and learning data from how customers buy, how they order , when they order, and so on.

In addition to them, Amazon and Netflix.

I will use an arrow Amazon. I love Amazon a lot. I believe It's a great company, and I I am very optimistic about The future of this stock. So I already have 709,000 Dollars invested in Amazon.

For example, if it arrives Amazon's stock to 261, Isn't that so? it will be " In the money." But, if that happens in August of next year Believe me, there won't be any left. A lot of time in The option will not be valuable It's big because "inside Money" in dollar amounts Only one.

There are no more Time remaining. And you can To imagine, all of this The installment you pay Its value is $41. A large part of it will decay. So, this will The option is worth a few Dollars in August Next, right?

If it's "inside the money" In dollars, its value will be One dollar on The least plus The value of time, but it is on It's unlikely he'll even reach $10. probably To be just a few Dollars.