Opened a starter $AMZN position here. Thesis: all personal/gaming PCs will be outsourced to data centers in the very near future. Amazon stands to benefit massively from this.

$AMZN

MAG7 CapEx spend basically. The performance gain potential is unprecedented. $GOOGL $AMZN

$GOOGL today

Entry is up 6%. Doesn’t really mean anything but still. Could easily go back down, at which point I will buy more. Could easily go higher, at which point I will buy more. $AMZN

Bullish for energy/grid infrastructure companies.

What happens when $AMZN figures out how to do same-day delivery meat/fresh food? Nobody actually likes going to the grocery store. They do it because you have no other option unless you want to pay a 30%+ markup on food delivery.

Interesting. I hate the platform though, I’d probably never buy $META again. Ironically one of my largest winning positions though. I’d have expected $AMZN tbh.

“How is this AI?” will rapidly become a prominent phrase once this really hits Hollywood. Energy grid infrastructure stocks: $CEG $VST Companies likely to produce the models used to generate movies: $GOOGL $AMZN $SPY for overall coverage I am very confident about this.

Adding more $AMZN

$AEP up 5% today. Huge winning position, zero risk at this point (I’d close at breakeven).

ty Jane Street

I am a $MSTR buyer if $BTC falls to $30k. BTC $30k -> ATH = 300% MSTR -> ATH = >800% IMO BTC will inevitably return to ATH and will bring MSTR with it. If BTC falls to $30k MSTR will be in complete free fall posing a very massive R/R situation.

Not even close to finished with my $AMZN adds. Super investors are all over Amazon.

$CEG $VST it’s so blatant.

Half the P/E with double the profit margin.

Wealth multiplication is so wild when stuff like this exists. You can hold a $SPY position (or whatever) and leverage against it for day trading opportunities. Meaning, you get the $SPY long term compounding 11% effect and pay $0 in margin interest simultaneously.

Insane interest by the super investors in $AMZN

thanks $AEP