$Amazon.com(AMZN)$ Someone's calling for Amazon to hit $310 - $330 by next week. I'd take that with a grain of salt, that source has a pretty bad track record. The Anthropic IPO angle keeps getting brought up, but even if they file, that alone isn't enough of a catalyst to push the stock up $55 - $75. After a filing you still have the road show, and the earliest an actual IPO would land is mid to late November. Earnings could be enough to move the stock higher on their own, but I wouldn't count on the Anthropic IPO doing anything next week.
$Amazon.com(AMZN)$ Flow recap for the day. AMZN saw 389k calls against 145k puts, roughly 3x. HOOD had 233k calls versus 81k puts, also around 3x. SOFI printed 185k calls next to 48k puts, close to 4x. SMCI stood out with 197k calls against 33k puts, about 6x. PYPL was quieter at 13k calls versus 5k puts, around 3x. Calls led the session overall, and AMZN looks like the one carrying momentum into the next session.
$Amazon.com(AMZN)$ OCT30 270C, still actionable. Zone: $261.66 to $265.34 Invalidation: close under $255.22 Objectives: $280, then $287.20 The math: up 6.3% to the first objective and 9.0% to the second, against 3.1% risk on the invalidation, about 2.9 to 1 to the second. Amazon quietly climbed back to a one-month high while most people were watching other names. It sits near $263.50, up about 3.9% in a month, with buyers holding the $255.22 low from Monday and pressing toward the high. The floor is close and plain to see. Earnings on October 29 will give this move its real test, with room first toward $280 and then toward the $287.20 high from August. A close under $255.22 says the climb failed and you step aside. Watching $265.34 today. It
New call: QCOM. At Thursday's close of $176.01, $Qualcomm(QCOM)$ was sitting 4.8% above its 200-day moving average after a TD-style buy setup count of 9. That average is rising, but only just, up about 1% over the last 20 sessions, so the trend underneath is thin. The stock is also 29% below its 52-week closing high. The fundamental hook here is the Amazon angle. $Amazon.com(AMZN)$ holds a warrant for up to 25 million Qualcomm shares that vest as it commits to, orders, and buys Qualcomm's server chips, and 3.75 million had vested by Sep 28. A hyperscaler's equity upside tied to Qualcomm's data-center push. Next test is fiscal Q4 results on Nov 4, after the close. The call goes on the public tr
$Amazon.com(AMZN)$ Prime Day kicked off ahead of the upcoming Prime ad. I picked up some pretty good deals already. Plenty of shoppers are likely to start Christmas shopping early, hunting for 50-70% off in the coming days. That kind of activity usually gives the stock a little nudge toward $255.
$Amazon.com(AMZN)$ A drop to the 200 SMA at 241.36 and the 240 level would fill the July gap. Downward gap fills usually get bought. The middle Bollinger Band at 251.64 and the 50 SMA at 256.54 are the key levels that need to turn into support. Once candles are forming above and support is confirmed, a new uptrend could begin. $SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ $SPDR S&P Retail ETF(XRT)$
$Amazon.com(AMZN)$ Rosenblatt raised its Amazon price target to $360 from $335 and kept a Buy rating. The firm pointed to concern that personal agents and AI shopping assistants could displace Amazon's retail media model as they compress the discovery and purchase funnel. Rosenblatt argues that risk is overstated, calling the narrative false and noting this is not the first time Amazon has faced pressure from secular changes in consumer behavior. The firm also raised its long-term estimates, saying it has conviction Amazon can navigate this transition largely unaffected even if the advertising model changes.
$Amazon.com(AMZN)$ Early usage for Meta MUSE looks focused on life task management. Commerce is under 10%, though that should expand as trust builds. The e-commerce and fulfillment moat doesn't really work without Amazon. The ads side is where I'm watching closely, but there's still plenty of time to keep the ads business running through other channels.
$Amazon.com(AMZN)$ Points of confluence suggest this could move higher soon. There was a weekly falling wedge that formed into a cup and handle on the weekly chart, inside a broadening formation. We have a breakout of the wedge followed by a retest. Price is sitting at the .618 fib. Should see 270 by the second week of October at the latest.
$Amazon.com(AMZN)$ One of the cheaper stocks out there. It has been somewhat stagnant, but I think this one could perform well over the next few years. Great value company that seems to be getting pushed aside with all the AI focus.
$Amazon.com(AMZN)$ They guided for Q3-2026 revenue of up to $202 billion. I took the Q3-2025 numbers and applied a very modest increase across Americas, International, and AWS, and I arrive at $204 billion in revenue. Worth noting I only put AWS growing at 20% for this beat. However, the actual numbers show AWS growing at 37% or more. So I expect a huge surprise on the October 28 earnings date. Good luck.
$Amazon.com(AMZN)$ Watching for a bounce into the end of the week. It pulled back to the previous support/demand zone and found some buyers at the 50DMA.
$Amazon.com(AMZN)$ Bezos is buying a piece of Liverpool at a $6B valuation, while $Manchester United PLC(MANU)$ is trading at $3.67B. Feels like buying a dollar for fifty cents. Even at $33 a share, where Sir John Ratcliffe bought his stake, the market cap is only around $5.5B. I'm long and have been for a while.
$Amazon.com(AMZN)$ Earnings season is nearly wrapped up. Almost 90% of S&P 500 companies have reported, and the results are coming in stronger than expected. Q2 EPS growth is tracking around +30% YoY, excluding investment gains from $Alphabet(GOOGL)$ and AMZN. That is well above the 22% growth expected on July 1. Including those one-time gains, EPS growth approaches +50% YoY. What stands out is that 76% of companies have beaten EPS expectations. That matches last quarter, which was the strongest beat rate since 2021. AI spending is not happening in isolation. Hyperscaler capex is increasingly showing up through stronger cloud growth, earnings, and operating leverage. The market may be ente