There’s a funny “Buffet and Coke” example in the tweet, but also something quite thought-provoking.
I posted the tweet because of those columns and Amazon’s historical run.
https://x.com/thexcapitalist/status/1891797464300097910
9 Likes
@Arhi_Kivilahti has made a mini-tweet thread about Amazon in Europe. 
7 Likes
Lately, for obvious reasons, there has been a lot of comparison of these two companies’ revenues.
https://x.com/charliebilello/status/1893734565048459566
7 Likes
One of the world’s most followed companies is for some reason partly cheaper than it used to be, perhaps there’s a reason for this, and cheaper is only “cheaper”.
2 Likes
Amazon vs Walmart
Comparison includes, e.g., P/E ratio, market cap, EBIT, and revenue
10 Likes
Amazon investors have been disappointed as the stock price has fallen, partly, probably for good reason.
Here is a tweet from an Amazon bull. On X, bears are generally few for any company, especially among those tweeting in English, so these should be approached with caution for that reason (among others).
https://x.com/thexcapitalist/status/1898127098184622510
4 Likes
Here’s a tweet thread about Amazon from a “robot’s perspective”.
Rest of the tweet thread
5 Likes
Below is a tweet about how an ex-Amazon employee estimates that tariffs make it difficult for Temu and similar companies to operate, because their business model is based on low prices.
Rising costs can either reduce margins or decrease demand. SHEIN’s and Temu’s unit costs are rising, disrupting supply chains. A large portion of Amazon’s sellers are Chinese, and tariffs weaken their competitiveness; additionally, this could reduce consumption and Amazon’s margins. Tariffs also raise raw material prices, causing inflation and job reductions.
Chinese manufacturers are already shifting their production to Southeast Asia to circumvent tariffs.
https://x.com/AlphaSenseInc/status/1900188217179279479
Here are the ex-employee's statements
3 Likes
Amazon plans to cut approximately 14,000 management-level jobs in the first and second quarters of 2025. The reason is high salary costs ($200,000–$350,000/year). By reducing the number of managers by 15 percent and simplifying the organization, the company aims for annual savings of $3.5 billion.
https://x.com/WhatLayoff/status/1901628933445190106
9 Likes
My Prime has gotten lazy lately, but Tube has taken on an even bigger role.
4 Likes
One can wonder about this, but if it’s the case that smart people see something in the future of Amazon and Walmart and are moving early.
Note: The chart below features Nvidia.
6 Likes
Here’s a tweet from Petri Pekkarinen about Amazon, it’s nice to sometimes have content in Finnish about these foreign companies.
https://x.com/thepetri/status/1904876209848152545
The tweet quoted by Petri is here:
https://x.com/DimitryNakhla/status/1904157362883625
7 Likes
The tweet says that everyone is talking about how cheap Google’s stock is, but Amazon is actually even more affordable. The tweeter states that Amazon invests much more in product development, and if it spent the same amount as Google, its stock would be extremely cheap.
Hopefully, Amazon’s product development investments will continue to bear fruit.
https://x.com/thexcapitalist/status/1905674211806642648
3 Likes
Hmm, I’ve seen things before where Amazon’s large “R&D investments” are discussed, but my understanding is that the quoted figure includes all of the company’s capex, i.e., among other things, the construction of AWS data centers, the construction of e-commerce warehouses, physical stores, etc. I suspect that not all of that is actually R&D. 
7 Likes
Amazon significantly increased its revenue last year thanks to e-commerce, platform services, and cloud services. Cloud services generate a significant portion of the profit.
The link from the tweet is below the tweet.
https://x.com/VisualCap/status/1907418082928210002
EDIT:
Interesting, if this comes true.
No wall.
Here it is in Finnish. No wall.
3 Likes
A bit of a one-sided perspective in this tweet, but that’s why I’m posting it, because I own the company. 
7 Likes
Amazon and @Ituhippinen’s MeLi are being compared in Investing visuals’ tweet
https://x.com/InvestingVisual/status/1908155091984744921
3 Likes
Here’s a story about how Amazon’s Kuiper project launched its first satellites to compete with Elon Musk’s Starlink.
Kuiper aims to provide high-speed internet with a network of over 3,000 satellites, especially in remote areas. The project has attracted interest from governments looking for alternatives to Starlink due to Musk’s political affiliations. Amazon emphasizes compliance with regulations and cooperation with authorities, unlike Starlink.
The first commercial service is expected to begin during 2025.
Key Points
- Amazon Kuiper is sending its first satellites into space six years after starting the project.
- The company is trying to take on Starlink, owned by Elon Musk’s SpaceX, which has been on the market since 2019.
- Poland has been paying for Starlink usage in war-torn Ukraine, and has suggested that it may look for alternatives.
6 Likes
Here is SalkunRakentaja’s article about how Amazon is canceling warehouse orders from China due to the trade war.
The canceled orders are mainly sourced from manufacturers in China, Vietnam, and Thailand. Suppliers report having received sudden notifications from Amazon instructing them not to ship goods that have already been produced.
5 Likes
The article below explains how Amazon CEO Andy Jassy estimates that third-party sellers can pass on the additional costs caused by Trump’s tariffs directly to consumer prices.
Amazon has tried to curb price increases, for example, by making proactive inventory purchases and renegotiating procurement contracts.
5 Likes