@Olli_Koponen and Amazon
https://twitter.com/Ollikopo/status/1785558485368709283
Here is some more on how Amazon is doing. 
https://twitter.com/EconomyApp/status/1785406002155974830
9 Likes
This video predicted growth for Amazonâs logistics chain. Apparently, itâs a 100 billion dollar business.
Amazon is an interesting investment opportunity as there are numerous potential growth markets.
6 Likes
Amazonâs cloud computing business unit has reached an annual revenue of $100 billion.
https://twitter.com/StockMKTNewz/status/1788927683084108091
Here is an interesting âpie chartâ related to Amazon.
https://twitter.com/namakookiro/status/1789136756144771076
20 Likes
Amazon Web Services (AWS) CEO Adam Selipsky is stepping down on June 3 after three years, and will be replaced by Matt Garman. During his tenure, AWSâs revenue doubled to $90.8 billion and operating profit nearly doubled to $24.6 billion.
On the other hand, there has been dissatisfaction with AWSâs âAI development,â but AWS remains the leader in its field, at least in the United States.
While AWS has the largest share in the U.S. cloud market, its dominance is under pressure from Microsoftâs (MSFT.O), opens new tab fast-growing Azure service that is benefiting from AI offerings powered by its tie-up with OpenAI. And Alphabetâs (GOOGL.O), opens new tab Google is expected to roll out new AI services on Tuesday at its annual developer conference.
https://www.reuters.com/technology/amazons-cloud-unit-ceo-step-down-firm-says-2024-05-14/
10 Likes
Christa NâDure has written a good piece on Amazon.
Although the competitive landscape continues to intensify, Amazon has a strong brand and a loyal customer base backing it. In the future, the companyâs success will depend on how it can leverage data to provide better personalized service to customers.
Subheadings:
- Amazonâs founding and early stages
- Strategy development and expansion
- Competition and challenges along the way
- Amazonâs impact on the e-commerce industry
- Jeff Bezosâs leadership style and success factors have been key to Amazonâs success
- Jeff Bezosâs advice for entrepreneurs
- Future outlook for Amazon
1 Like
The article is nice, but it overlooks the fact that Amazon is more than just an online store. Namely, AWS, or Amazonâs cloud service platform, is a very important part of the business. This search result I dug up from Google illustrates it:
1 Like
Amazonâs pharmacy unit announced it is expanding its $5 monthly subscription service that covers generic medications. With the expansion, Amazon stated that more than 50 million more people will become eligible to use the service, known as RxPass, which was launched for Prime members in January 2023.
9 Likes
Amazon investors may be interested in Twitchâs job cuts, as they reflect financial pressures and restructuring within the broader company. Twitch has been unprofitable under Amazonâs ownership, and the layoff of 500 employees (35% of the workforce) signals a need for cost-cutting and increased efficiency.
This could impact Amazonâs long-term profitability and investor confidence. This news may also signal Amazonâs future plans regarding its streaming services.
5 Likes
New traditional processor from Amazon:
Amazonâs AI-powered shopping assistant âRufusâ is now available to all U.S. users in the Amazon mobile app. It is a type of assistant located in the appâs bottom navigation bar; it helps with finding products, comparisons, and shopping recommendations.
Rufus was originally available in beta only to selected customers, but it is now accessible to everyone in the United States. The AI chatbot has been trained with Amazonâs products in mind, and it has also been developed based on customer reviews and other public information.
Customers can ask Rufus about products and get various recommendations. For example, they can ask what to consider when buying headphones or what products are needed to start an indoor garden. Rufus also provides information on fashion and technology trends and helps, among other things, to check delivery times for current orders.
I cannot assess the significance of Rufus when considering Amazon as an investment. Those surprised by this are⌠Juha Mieto.
7 Likes
Here is an article from Salkunrakentaja about Amazon.
Analysts are not letting past price performance distract them, however; instead, they are looking at the companyâs prospects and still consider the stock a buy.
All 44 analysts following the company give Amazon shares a buy recommendation, according to the TipRanks website, which rates analysts and companies.
Subheadings:
- Expecting a strong second-quarter earnings report
- High valuation multiple with high growth
5 Likes
Below are a couple of tweets regarding Amazonâs âvaluationsâ.
https://x.com/RihardJarc/status/1816877411469766959
https://x.com/RihardJarc/status/1816877414561022426
9 Likes
Amazonâs stock has risen to staggering heights, and analysts have been quite positive about it. It is still seen as interesting, even though the stock has risen significantly. The technology sector has experienced difficulties, but Amazon has stood out â after all, the company represents that sector too, in a way.
Why Amazon?
- Amazonâs cloud computing business AWS is growing at a staggering pace and is the companyâs most important source of income.
- Amazonâs advertising business is also seeing strong growth.
- Amazon has succeeded in improving its operations and reducing costs. Dominant, yet flexibleâŚ
- Amazon continues to grow its market share in global e-commerce.
- Analysts still expect Amazonâs earnings to grow strongly in the coming years, and if difficult times arise, one would believe they would be easier for it than for others.
Amazonâs stock is more expensive than most other stocks, but its high valuation multiple is justified by strong growth and its position. According to analysts, Amazonâs stock could continue to rise for a long time.
Summary
Strong growth, efficient operations, and a positive future outlook make Amazon interesting. How many of us have refrained from buying something because it has already risen so much and canât possibly go up anymore? 
And yes, generative AI (GenAI) is a significant growth driver for AWS, and the company has invested in it and continues to do so.
All right, why shouldnât the Rookie buy this for their portfolio? Do Twitchâs problems and cuts reflect something? Everyone is so bullish and wild about this. 
EDIT:
Conveniently came across this mini-tweet thread, which, on the other hand, doesnât answer my questions:
Rest of the tweet thread
11 Likes
Both good and bad things were said about Amazonâs results.
Looking at comments from various sources, there werenât exactly any fireworks relative to expectations, but holders were hardly spooked.
In short: solid performance, but market expectations were quite high.
12 Likes
A brief article about Amazon can be found on the Sijoittaja.fi website.
Amazon is facing competition particularly due to Chinese Temu and Shein. According to Amazon, consumers have switched to cheaper products, and this was, according to them, also a partial reason for the weaker revenue.
4 Likes
An interesting tweet from Arhi Kivilahti about Amazon, and I also included a link to the article there.
Amazon has gradually transformed from a retail giant into a âplatform business,â which has boosted its growth and profitability. Amazon should apparently be compared more to Chinese marketplaces than to traditional retailers.
https://x.com/ArhiKivilahti/status/1820694997806534717
And here is the link:
5 Likes
6 Likes
Amazon responds to competition from Temu.
2 Likes
Amazon is being compared to MercadoLibre, which is Latin Americaâs largest e-commerce and marketplace platform, offering shopping, selling, and payment services.
https://x.com/ZeevyInvesting/status/1830206874790076672
9 Likes
In my opinion, the only correct response to these is âAmazon is the Amazon of X countryâ when someone advertises a new online store that is going to be the âAmazon of X country.â
1 Like