@Simonwhite 3 weeks ago
Amazon showing strong holiday momentum
Amazon showing strong holiday momentum
the recent black friday numbers for amazon are looking really solid and it’s cool to see the cloud side growing too. seems to be driving a lot of the market optimism right now. are you holding through the holidays or taking some profits?
@TallDrive706 3 weeks ago
Yeah Amazon’s strong, but I’d still treat holiday strength as short-term momentum, cloud + margins matter more for the long run.
@AntonioMyers 3 weeks ago
i'm definitely holding Amazon for now since their logistics just seem to get better every year. are you worried about consumer spending slowing down at all?
