To The Moon

$Amazon.com(AMZN)$ Tech earnings season just lit up the markets again — and this time, the spotlight is firmly on the two titans of innovation: Amazon and Apple. Both companies delivered stronger-than-expected results and upbeat forecasts that reignited investor enthusiasm for the megacap tech trade. Amazon shares soared over 13% after its third-quarter results blew past expectations, driven by an impressive rebound in Amazon Web Services (AWS), its crown jewel cloud division. Meanwhile, Apple also delivered a resilient performance, with CEO Tim Cook forecasting a record-breaking holiday quarter fueled by iPhone 17 demand and better-than-expected revenue guidance. Now, investors are asking a familiar question: after such big moves, is it time to c

Overall Market Flow and Sentiment OverviewFund outflows have become the dominant trend. According to GS trading desk statistics, both long-only (LO) and hedge fund (HF) investors were net sellers last week: LO saw net outflows of $3.5 billion, while HF recorded net outflows of $1.6 billion. The communications services sector faced the heaviest selling pressure, primarily driven by $Meta Platforms, Inc.(META)$'s earnings report. Heightened investor concerns over its cash flow situation triggered concentrated selling led by LO funds. Meta's soaring capital expenditures mirror the broader AI arms race, prompting investors to question whether the returns justify such massive investments.Consumer sentiment took a sharp turn for the worse. As more companie

Overview – Global Markets Show Divergent Momentum Global equities ended October on a mixed note, with Wall Street extending gains on strong corporate results while Europe and parts of Asia saw declines amid earnings uncertainty and weak economic data. Investor sentiment remained cautious as global inflation trends and central bank signals continued to guide trading activity. US – Amazon Boosts Wall Street US stocks closed modestly higher, driven by a post-earnings rally in Amazon$Amazon.com(AMZN)$   shares. The Dow Jones Industrial Average $DJIA(.DJI)$  added 40.75 points to 47,562.87 (+0.1%), while the S&P 500

AMZN!! FULLY. Ain't no doubt in it 

Prime Air is Amazon’s programme to deliver small items via autonomous drones to customers’ homes or designated drop zones, rather than by ground delivery.  • The items eligible are generally small and light — for instance, the service mentions packages up to 5 lbs (≈2.3 kg) in many of its eligible areas.  • The goal is ultra-fast delivery: Amazon states items can be delivered in 60 minutes or less from order to drop-off in eligible zones. 

October wrapped up with fireworks! $S&P 500(.SPX)$ +2%, $NASDAQ(.IXIC)$ +4%, and $Straits Times Index(STI.SI)$ surged +2.99%! Even $XAU/USD(XAUUSD.FOREX)$ ,after pullback, still ended the month up +4%.

$Amazon.com(AMZN)$ $Apple(AAPL)$ Amazon's latest earnings crushed forecasts, with total sales climbing 13% to a whopping $180.2 billion, fueled by explosive growth in its powerhouse AWS division. AWS revenue hit $33 billion, marking a 20.2% acceleration that's the strongest since 2022, as CEO Andy Jassy highlighted surging demand for cloud services amid AI boom. This performance sent shares rocketing over 13% in after-hours trading, pushing the stock to new heights and signaling robust momentum for investors eyeing long-term plays in e-commerce and tech infrastructure. Analysts are bullish, with an average target price sitting at $271.06, well above the current $222.86 close, backed by strong buy ratings

Big-Tech’s PerformanceMacro Headlines This Week:October FOMC meeting left the door open to a rate cut but delivered a hawkish tone. Chair Jerome Powell noted that while employment-data flashes some weakness, inflation risks remain elevated — which left investors questioning the path ahead. The latest initial jobless claims (Oct 25) showed a modest softening in the labour market: the unemployment rate held at 4.3%, and non-farm payrolls added only 22 k jobs, far below expectations, further supporting the Fed’s “pre-emptive” easing stance.Trade developments were intense this week. On the 25th the U.S. announced a pause in negotiations with Canada and slapped a 10% tariff, stoking concerns about North American supply-chains. Meanwhile, U.S.–China talks showed movement. The Senate, however, re

I've been watching the market explode after Amazon's Q3 numbers dropped, and honestly, it's giving me serious FOMO. AWS revenue hitting $33 billion with a 20.2% acceleration—the fastest since 2022—tells me the cloud boom is far from over. Andy Jassy's tone was almost giddy, and when the CEO sounds that confident, I listen. AMZN $Amazon.com(AMZN)$   jumping 13% in a single session isn't noise; it's the market pricing in a multi-year runway for AWS dominance while e-commerce margins keep expanding. I'm not waiting for a pullback that might never come. Apple's $Apple(AAPL)$   move felt different—more relief rally than convictio

After Amazon Q3 earnings result exceeded expectations, the main contributors came from strong growth in its cloud-computing unit (AWS), and AWS gained more than 13% after the earnings release. As an investors with Amazon for the long-term, I would like to share why I think selling puts for $Amazon.com(AMZN)$ now might be a good choice. In this article, I would like to share a structured plan for selling cash-secured puts on Amazon (AMZN) after its strong Q3 beat — while still benefiting from long-term upside exposure. Why Selling Puts on Amazon Makes Sense Now 1) Post-earnings strength removes uncertainty Earnings risk is gone for this quarter. The market rewarded: Strong AWS acceleration Expanding margins (especially advertising + cloud) Stabiliz

Amazon's Third Quarter Sales, Outlook Beat Estimates, Shares Climb 10% $Amazon.com(AMZN)$   reported third quarter revenue that beat analysts' estimates and gave an outlook that exceeded expectations, sending shares climbing in extended trading Thursday. Net sales rose 13% to $180.17 billion in the three months ended Sept. 30 , surpassing Bloomberg consensus that called for $177.82 billion. Sales of Amazon Web Services jumped 20% to $33.01 billion, exceeding the average estimate of $32.39 billion. That's the fastest growth for AWS in almost three years, according to data compiled by Bloomberg.  For the fourth quarter ending in December, the company expects net sales to rise $206 billion to $213 billion

--- You’ve brought up a very timely question regarding AMZN (Amazon) and AAPL (Apple) — whether now is a good time to “chase” the stocks. I’ll assess each individually (in light of your context: working remotely, disciplined financially, seeking affordable options, etc.) and then offer a comparative view plus some considerations. --- Amazon (AMZN) Why the optimism Amazon reported Q3 2025 revenue of US$180.2 billion, up about 12 % YoY and beating expectations.  Its cloud division, Amazon Web Services (AWS), saw revenue growth of ~20.2 % YoY — the fastest pace since 2022.  Advertising revenue and other “non-traditional” segments are accelerating (ads up ~24 % in one report).  The market reaction was strong: the stock jumped significantly post-earnings as sentiment turned posit

Amazon Earnings Review | The AWS Engine Is Roaring Again Amazon reported third-quarter results that beat market expectations, thanks to AWS growth accelerating to 20%, the largest increase in three years, which drove the stock to jump as much as 13% after hours. The company is fully ramping up AI infrastructure investment, projecting 2025 capital expenditures of about $125 billion, above analysts' forecast of $118.76 billion, with capex set to increase further in 2026. It also said it has strengthened its partnership with Anthropic through the $11 billion “Rainier Program,” and that demand for its in-house AI chips exceeds supply. Core Financial Indicators Net Revenue: Third-quarter net sales rose 13% to $180.2 billion, above $158.9 billion in Q3 2024 and the $177.82 billion analysts expec

$260 price target 🎯 to hit high 

$Amazon.com(AMZN)$ delivered an overall strong performance in its Q3 2025 earnings report, with both revenue and profits exceeding market expectations. The company generated $180.2 billion in revenue, marking a 12% year-over-year increase. AWS returned to a high growth trajectory (+20.2% to $33 billion), serving as the core engine driving the overall profit recovery. Operating profit temporarily dipped to $17.4 billion due to one-time charges, but reached $21.7 billion after adjustments. Management confirmed continued "aggressive" investment in AI and cloud infrastructure, with annual cash CapEx at approximately $125 billion, set to rise further in 2026 to support Trainium chip and Project Rainier cluster expansions. The advertising business maint

$Apple(AAPL)$ reported robust overall performance in its FY2025 Q4 earnings, with both revenue and profits hitting quarterly records. Driven particularly by iPhone and services, the company achieved 8% year-over-year growth, surpassing market expectations. While the wearables segment showed modest growth, the company benefited from a one-time tax impact in the prior-year period, resulting in a significant jump in net income for the quarter.Overall, Apple maintains its competitive edge in hardware innovation and ecosystem expansion, though geopolitical risks and supply chain volatility remain potential drawbacks.From a valuation perspective, based on the latest financial report data, the trailing P/E ratio has reached 37x. Excluding the one-time im

$Amazon.com(AMZN)$   Amazon Web Services (AWS), the backbone of much of the internet, has experienced its second major outage this month. Similar to the AWS outage on October 20, this one too appears to be widespread. Reports suggest disruptions across websites, apps, and cloud-based platforms. As reported by DownDetector, the incident started Wednesday (October 29) and it affected services ranging from e-commerce and social media websites to enterprise tools and streaming platforms. As per DownDetector, thousands of users reported issues accessing AWS-hosted services. The outage appeared to impact multiple regions, though AWS has disputed the extent of the disruption, stating, “AWS is operating normally and th

I'm thrilled to see Apple and Amazon step up to the earnings plate this Thursday, because the market needs a jolt after the AI-fueled Nvidia mania. For me, Apple's report is the real litmus test: iPhone unit sales in China will tell us if the world's biggest consumer market is finally shaking off its post-COVID funk, and the services bundle (App Store, Music, Pay) is the margin rocket that keeps the stock aloft even when hardware stalls. I've been pounding the table on Apple's installed-base monetization for years; if services growth accelerates past 15%, I'll view any share dip as a screaming buy before the iPhone 17 cycle hits in 2026. Amazon, on the other hand, is the ultimate two-headed beast. AWS remains the profit engine, and I'm laser-focused on whether cloud revenue growth re-accel

Amazon is just staggering around unsure how to capitalize on AI.

$Alphabet(GOOG)$  $Amazon.com(AMZN)$  $SoundHound AI Inc(SOUN)$  $Apple(AAPL)$  After a very humbling rendezvous with $Beyond Meat, Inc.(BYND)$  I think I'm safer to stay with reward over risk 

The Beginning. $Apple(AAPL)$ began as a modest startup in a California garage in 1976, founded by Steve Jobs and Steve Wozniak, who sought to make computers accessible and user-friendly for everyday people. It was a singular vision realized with the Apple I and (especially) the Apple II, that fueled the company’s early exponential growth. Critical Products. Over decades, AAPL redefined consumer electronics through relentless innovation, introducing groundbreaking products like the: Macintosh. iPod. iPhone. iPad. The blending of sleek design with powerful technology, created a loyal global customer base. From its humble origins, Apple’s dedication to intuitive, integrated products and evocative marketing propelled it to become the world’s first com

Big-Tech’s PerformanceMacro Headlines This Week:October FOMC meeting left the door open to a rate cut but delivered a hawkish tone. Chair Jerome Powell noted that while employment-data flashes some weakness, inflation risks remain elevated — which left investors questioning the path ahead. The latest initial jobless claims (Oct 25) showed a modest softening in the labour market: the unemployment rate held at 4.3%, and non-farm payrolls added only 22 k jobs, far below expectations, further supporting the Fed’s “pre-emptive” easing stance.Trade developments were intense this week. On the 25th the U.S. announced a pause in negotiations with Canada and slapped a 10% tariff, stoking concerns about North American supply-chains. Meanwhile, U.S.–China talks showed movement. The Senate, however, re

$Apple(AAPL)$ The recent surge to an all-time high, with its market capitalisation approaching $4 trillion, is a testament to renewed investor confidence in its core hardware business amid a broader tech rally. As of October 2025, Apple has reclaimed its position as the world's second-most valuable company at roughly $3.91 trillion, trailing only NVIDIA's $4.44 trillion and edging out Microsoft's $3.83 trillion. This momentum stems from positive early indicators on the iPhone 17 lineup, which launched in September 2025, but the question of whether it can sustain a year-end rally through December requires peeling back layers beyond surface-level sales data. We'll break this down step by step, examining market dynamics, supply chain insights, compet

Overall Market Flow and Sentiment OverviewFund outflows have become the dominant trend. According to GS trading desk statistics, both long-only (LO) and hedge fund (HF) investors were net sellers last week: LO saw net outflows of $3.5 billion, while HF recorded net outflows of $1.6 billion. The communications services sector faced the heaviest selling pressure, primarily driven by $Meta Platforms, Inc.(META)$'s earnings report. Heightened investor concerns over its cash flow situation triggered concentrated selling led by LO funds. Meta's soaring capital expenditures mirror the broader AI arms race, prompting investors to question whether the returns justify such massive investments.Consumer sentiment took a sharp turn for the worse. As more companie

$Apple(AAPL)$ reported robust overall performance in its FY2025 Q4 earnings, with both revenue and profits hitting quarterly records. Driven particularly by iPhone and services, the company achieved 8% year-over-year growth, surpassing market expectations. While the wearables segment showed modest growth, the company benefited from a one-time tax impact in the prior-year period, resulting in a significant jump in net income for the quarter.Overall, Apple maintains its competitive edge in hardware innovation and ecosystem expansion, though geopolitical risks and supply chain volatility remain potential drawbacks.From a valuation perspective, based on the latest financial report data, the trailing P/E ratio has reached 37x. Excluding the one-time im

After Amazon Q3 earnings result exceeded expectations, the main contributors came from strong growth in its cloud-computing unit (AWS), and AWS gained more than 13% after the earnings release. As an investors with Amazon for the long-term, I would like to share why I think selling puts for $Amazon.com(AMZN)$ now might be a good choice. In this article, I would like to share a structured plan for selling cash-secured puts on Amazon (AMZN) after its strong Q3 beat — while still benefiting from long-term upside exposure. Why Selling Puts on Amazon Makes Sense Now 1) Post-earnings strength removes uncertainty Earnings risk is gone for this quarter. The market rewarded: Strong AWS acceleration Expanding margins (especially advertising + cloud) Stabiliz

Big-Tech’s PerformanceMacro Headlines This Week:The week's macroeconomic narrative was dominated by two prominent headwinds. First, the government shutdown has led to data blackouts and heightened risks around policy implementation. Second, external risks—particularly those tied to US-China trade tensions—have re-entered the market's line of sight. Declining employment confidence signals potential further softening in consumer spending. Overall, the path to a "soft landing" for the economy feels increasingly fragile, leaving policymakers and markets alike in a holding pattern, awaiting the next data release or policy move.The Fed finds itself caught in a tug-of-war between its "eagerness for monetary easing" and the "harsh reality of shaky data." While markets are pricing in more rate cuts

$Amazon.com(AMZN)$ delivered an overall strong performance in its Q3 2025 earnings report, with both revenue and profits exceeding market expectations. The company generated $180.2 billion in revenue, marking a 12% year-over-year increase. AWS returned to a high growth trajectory (+20.2% to $33 billion), serving as the core engine driving the overall profit recovery. Operating profit temporarily dipped to $17.4 billion due to one-time charges, but reached $21.7 billion after adjustments. Management confirmed continued "aggressive" investment in AI and cloud infrastructure, with annual cash CapEx at approximately $125 billion, set to rise further in 2026 to support Trainium chip and Project Rainier cluster expansions. The advertising business maint

$Amazon.com(AMZN)$ Tech earnings season just lit up the markets again — and this time, the spotlight is firmly on the two titans of innovation: Amazon and Apple. Both companies delivered stronger-than-expected results and upbeat forecasts that reignited investor enthusiasm for the megacap tech trade. Amazon shares soared over 13% after its third-quarter results blew past expectations, driven by an impressive rebound in Amazon Web Services (AWS), its crown jewel cloud division. Meanwhile, Apple also delivered a resilient performance, with CEO Tim Cook forecasting a record-breaking holiday quarter fueled by iPhone 17 demand and better-than-expected revenue guidance. Now, investors are asking a familiar question: after such big moves, is it time to c

$Apple (AAPL) $Expected to beOctober 30, 2025 After Hours EDTReleased its fourth quarter fiscal 2025 results. The market currently expects Apple's Q4 revenue to reach US $101.7 billion, with earnings per share of US $1.76. The company reported third-quarter revenue of $94 billion and EPS of $1.57. If the reported fourth-quarter results are in line with market expectations, it will reflect steady growth compared to the previous quarter.iPhone 17 hot sales drive optimistic expectationsDespite the uncertainty of Sino-US trade and the pressure of competition in the Chinese market, analysts are generally optimistic about Apple's recent performance. The demand for the iPhone 17 series has been strong since its release. According to Counterpoint data, its s

Apple Earnings To Watch: iPhone 17, Greater China, Services Global consumer electronics giant $Apple(AAPL)$   is set to report its FY25Q4 earnings after the market closes on Thursday, October 30. With its market capitalization just a step away from the $4 trillion club, the market is optimistic about a sustained recovery in earnings growth. Option Market Signals With Apple's Q3 earnings report scheduled for October 30th, the derivatives market is painting a picture of confident optimism, a stark contrast to the high-anxiety pricing seen elsewhere in the tech landscape. The most telling metric is the Put/Call Ratio, which has fallen to a robustly bullish 0.67. As the stock's price has climbed steadily since

Buckle up, investors—Big Tech's earnings season is delivering gut punches left and right, but all eyes are locked on Apple and Amazon to flip the script. With Alphabet standing tall as the lone victor amid a sea of disappointments from Meta and Microsoft, the pressure is on these two giants to restore faith in the sector. Meta's shares cratered after ballooning AI costs overshadowed solid revenue, while Microsoft's cloud growth fell short, sending its stock sliding despite overall strong numbers. Alphabet, on the other hand, surged thanks to robust ad revenue and cloud momentum, proving not everyone's stumbling. Now, enter Apple and Amazon, reporting after the bell today—the potential catalysts to reverse the faltering tide. For Apple, the spotlight burns brightest on iPhone sales amid whi

--- You’ve brought up a very timely question regarding AMZN (Amazon) and AAPL (Apple) — whether now is a good time to “chase” the stocks. I’ll assess each individually (in light of your context: working remotely, disciplined financially, seeking affordable options, etc.) and then offer a comparative view plus some considerations. --- Amazon (AMZN) Why the optimism Amazon reported Q3 2025 revenue of US$180.2 billion, up about 12 % YoY and beating expectations.  Its cloud division, Amazon Web Services (AWS), saw revenue growth of ~20.2 % YoY — the fastest pace since 2022.  Advertising revenue and other “non-traditional” segments are accelerating (ads up ~24 % in one report).  The market reaction was strong: the stock jumped significantly post-earnings as sentiment turned posit

$Apple(AAPL)$ hits new highs, $Amazon.com(AMZN)$ might create a new lows, I think it might be a good time to look at the breakdown of the situation, along with how one might think about “options plays” (literally options contracts) on Amazon. We have both Apple and Amazon releasing their quarterly results on 30 Oct. So this might be the time to look at the situation, myself have both Apple and Amazon in my portfolio, so I will be sharing how I intend to play option for Amazon. What’s Going On With Apple Strengths Apple just hit an all-time high, driven by strong early sales of the iPhone 17, particularly in the U.S. & China. Technicals appear bullish: breakout from a “pennant” pattern, golden cross (5

Amazon Earnings Preview: Will AWS Spoil the Cloud Sector's Party Again? $Amazon.com(AMZN)$   will announce its FY2025 Q3 earnings report after the market closes on October 30. Core Financial Indicators ~Amazon's revenue is expected to be $177.72B for 2025 Q3, up 11.9% YOY; ~EPS is estimated to be $1.56, up 9.13% YOY. ~The company previously guided Q3 revenue of 174–179.5 billion, implying year-over-year growth of 9.5% to 13.0%, a moderate slowdown versus Q2. On profits, the company had guided Q3 operating profit of 15.5–20.5 billion, and results typically come in near the high end. The market expects $19.7 billion, up 13.15% year over year. Three/Four Things to Watch Global Retail Growth The retail narrativ

Here is a professional-tone assessment of the upcoming earnings for AAPL (Apple) and AMZN (Amazon), including what to watch for, the potential for them to “turn the tide” of their recent under-performance, and my view on their trajectories. --- What to watch Apple For Apple the key items investors will be focused on: 1. iPhone sales and upgrade cycle – The strength of the current iPhone model and the upgrade momentum, particularly in major markets such as the U.S. and China, is critical. Analysts expect iPhone revenue for the September quarter of about US$50.1 billion, up ~8.5 % year-on-year.  2. Services growth – The App Store, Apple Music, Apple Pay, iCloud, etc., remain important as higher-margin growth engines and stabilisers in slower product cycles. 3. Overseas / China performan

$Apple(AAPL)$ $NVIDIA(NVDA)$ $Qualcomm(QCOM)$ I’m watching short-dated implied volatility rip higher as Apple drops its M5 chip-powered MacBook Pro, iPad Pro, and Vision Pro upgrades. The ATM term structure shows front-week IV spiking above 32%, up sharply from both 5-day and 1-month curves. Traders are clearly loading up for a near-term move. This is exactly the kind of IV kink Apple saw ahead of the M1 chip launch in November 2020, which preceded an 18% share price surge over six weeks. The setup has that same electric feel. 📈 Option Flow Context Short-dated call volume is surging, particularly in front-week 255–260 strikes. Historically, when IV has ripped thi

On October 20, the semiconductor sector exhibited pronounced divergence: Leading chipmakers delivered starkly contrasting performances. $Advanced Micro Devices(AMD)$ shares surged 3.2% to hit a record high, followed by $Intel(INTC)$ climbing 3% to reach a new all-time peak. Meanwhile, AI chip leader $NVIDIA(NVDA)$ saw only a marginal 0.3% dip, remaining largely stable.Meanwhile, software giant $Oracle(ORCL)$ faced a chain reaction triggered by a credit rating downgrade, putting pressure on some tech stocks. $Apple(AAPL)$ bucked the trend with a 4% surge, hitting a new high and dr

Amazon Earnings Review | The AWS Engine Is Roaring Again Amazon reported third-quarter results that beat market expectations, thanks to AWS growth accelerating to 20%, the largest increase in three years, which drove the stock to jump as much as 13% after hours. The company is fully ramping up AI infrastructure investment, projecting 2025 capital expenditures of about $125 billion, above analysts' forecast of $118.76 billion, with capex set to increase further in 2026. It also said it has strengthened its partnership with Anthropic through the $11 billion “Rainier Program,” and that demand for its in-house AI chips exceeds supply. Core Financial Indicators Net Revenue: Third-quarter net sales rose 13% to $180.2 billion, above $158.9 billion in Q3 2024 and the $177.82 billion analysts expec

🍏 Apple Smashes New Highs — But Is the Real Alpha Now in Bottoming Amazon? The market’s two most-watched titans — Apple ($AAPL) and Amazon ($AMZN) — are pulling in opposite directions. Apple’s soaring to fresh all-time highs while Amazon quietly struggles near its multi-month lows. Momentum vs. Mean Reversion. Safety vs. Value. Traders are asking: Which one truly holds the next leg of alpha? --- 🍏 1️⃣ Apple: The King That Refuses to Cool Down Apple’s rally has turned heads — and wallets. Several Wall Street firms, including Morgan Stanley and Wedbush, boosted their targets after iPhone 17 sales blew past early estimates. According to Counterpoint Research, iPhone 17 sales in the first 10 days post-launch are 14% higher YoY, driven by robust demand in both the U.S. and China. The base iPhon