In today’s post:

  • Amazon’s Quiet Profit Bomb πŸ’£

  • Uber vs Tesla: Market’s Blind Spot πŸ‘€

AMAZON’S QUIET PROFIT BOMB πŸ’£

Amazon isn’t broken. It’s just been… boring.

And in markets? Boring is often where the money hides.

Despite macro fearmongering, AI CapEx panic, and investors side-eyeing hyperscaler spending like it’s a Vegas bachelor party, $AMZN ( β–Ό 1.79% ) still checks a lot of boxes.

AWS is growing fast. Advertising is quietly printing money. Retail margins are finally acting like they got a memo.

After reviewing the numbers, catalysts, and risks…

Strong Buy stays.

Next earnings: February 5th. Mark your calendar.

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