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10-31

$Amazon.com(AMZN)$ $NVIDIA(NVDA)$ $Tesla Motors(TSLA)$ 💹📈💹 In overnight trading, the MAG 7 are firing on all cylinders; pure green across the board and market momentum roaring back to life. $AMZN is stealing the spotlight with a monster +13.02% surge, while $AAPL’s +2.79% push hints at rotation strength returning to Big Tech. $META and $GOOG both cruising higher confirm breadth in the AI trade. Even $NVDA and $TSLA are holding solid gains as sentiment improves and yield pressures ease. $MSFT might be the quiet achiever here, consolidating after its $4 T milestone.

Coming into earnings, $AMZN made up 16% of my portfolio, while all datacentre exposure including $GOOGL, $META, $MSFT, and $AMZN was nearly 40%. The takeaway? The AI infrastructure CapEx cycle isn’t cooling off. Each quarter keeps proving that hyperscalers are doubling down, not scaling back. Good luck 🐻🪦

$AMZN Q3 FY25 highlights:

• Revenue +13% Y/Y to $180.2 B ($2.4 B beat).

• Operating margin 10% (+0.5 pp Y/Y).

• EPS $1.95 ($0.39 beat).

• Q4 guidance ~$209.5 B ($1.4 B beat).

☁️ AWS:

• Revenue +20% Y/Y to $33.0 B.

• Operating margin 35% (–3 pp Y/Y).

• Now a $120 B business growing at 20%.

📢 Amazon Ads +22% Y/Y. High margin.

☁️ AWS +20.2% Y/Y. High margin.

💹 Overnight trading:

📈 $AMZN: +13.02%

🍎 $AAPL: +2.79%

📱 $META: +1.67%

🔍 $GOOG: +1.23%

🤖 $NVDA: +0.93%

🚗 $TSLA: +0.61%

💻 $MSFT: +0.23%

👉❓Is this the start of a new momentum cycle or just a short-covering burst before the next CPI read?

📢 Don’t miss out! Like, Repost and Follow me for exclusive setups, cutting-edge trends, and insights that move markets 🚀📈 I’m obsessed with hunting down the next big movers and sharing strategies that crush it. Let’s outsmart the market and stack those gains together! 🍀

Trade like a boss! Happy trading ahead, Cheers, BC 📈🚀🍀🍀🍀

@Tiger_comments @TigerStars @TigerPM @TigerObserver @Daily_Discussion @Tiger_Earnings 

# 💰Stocks to watch today?(17 Dec)

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  • PetS
    ·10-31
    TOP
    🚀 Another sharp breakdown, BC. The read on $AMZN’s setup was spot-on. I trimmed my $TSLA and added $AMZN right after your preview. That 13% revenue growth and 35% AWS margin are exactly what I wanted to see; the AI infrastructure wave’s still climbing.
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  • Kiwi Tigress
    ·10-31
    TOP
    That AWS growth hit different. You can see how ads and cloud are carrying Amazon’s whole profit story now. Margins dipped a little but the scale’s insane. $AMZN’s proving it’s not just retail anymore, it’s infrastructure power. $GOOGL’s next in line for that same AI capex wave
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  • Tui Jude
    ·11-01
    TOP
    📈🔥 That portfolio allocation was elite, BC. Running 40% exposure to datacentre names into that print took conviction. $NVDA’s supply resilience is clearly boosting AWS margins, and this earnings setup just confirmed hyperscaler spend’s not slowing anytime soon.
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  • Cool Cat Winston
    ·11-01
    TOP
    I’m impressed with how you tied AWS’s reacceleration to the broader AI CapEx cycle, BC. The 20% YoY growth from AWS proves enterprise demand isn’t cooling. I’m still watching $MSFT and $GOOGL since both are showing similar cloud acceleration and AI infrastructure scaling.
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  • Hen Solo
    ·11-01
    Brilliant read, BC. You connected ads and AWS perfectly. It mirrors $META’s efficiency story where infrastructure investment turns into operating leverage. A 10% operating margin at this scale’s serious execution, especially with ads up 22% YoY.
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  • Queengirlypops
    ·11-01
    $AMZN’s going nuts rn. AWS +20%, ads +22%, that’s clean strength. This move’s got quiet $NVDA vibes, just steadier. Feels like the start of a big tech rotation wave 🧃
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  • Naresh Kaucha pun
    ·11-01

    Great article, would you like to share it?

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