AMZN
Amazon.com Inc
stock NASDAQ

AMZN perfectly positioned for this sea change

DD is trying to sneak attack AMZN by slowly turning into the "deliver everything" company. Uber is not

Amazon seeks to move \~$8B of Nvidia Grace Blackwell chips into an investor-funded vehicle.

Amazon would lease the GPUs back; the SPV may offer investors up to 10% equity.

POV : If completed, this could ease [$AMZN](https://x.com/search?q=%24AMZN&src=cashtag_click)’s AI-capex burden without reducing [$NVDA](https://x.com/search?q=%24NVDA&src=cashtag_click) demand, but shifts GPU depreciation and financing risk to external investors.
[https://x.com/Semicon\_player/status/2105876694204850528?s=20](https://x.com/Semicon_player/status/2105876694204850528?s=20)

Isn’t it that AMZN will be happily attracted by NVIDIA?

$AMZN is reportedly raising NVIDIA GPU pricing \~15% across select capacity next week.
$NBIS is raising select NVIDIA GPU prices 17%–21% effective today.
$CRWV is signing new short-term compute contracts at \~$40M/MW annualized.
$IREN — JPMorgan sees \~$24B revenue by 2030 with \~65% EBITDA margins.
$ORCL — Reportedly signed a 5-year, \~$7B OCI compute deal with Tencent for \~100K advanced AI chips.
$GOOG — Google Cloud says customers are exceeding compute commitments by 50%+ on average.
Cloud growth is reaccelerating.
Frontier AI and inference are driving secular compute demand.
The AI cloud opportunity is massive.
Yet these stocks are lagging.
Bullish.

Das klingt mir ja nach lustiger Bilanzierungsfikerei für den Großgehirn-Blechkastenamigo bei Jeffs Buchladen. Sowas kennt man ja eigentlich eher von dubiosen, haarigen griechischen Reedern 😬
Amazon seeks to offload $8B of Nvidia chips to investors per FT***: *Amazon is seeking to offload about $8B of advanced Nvidia chips to external investors through a new special-purpose vehicle, the Financial Times reported on Friday.*
*The decision aims to improve the tech group's balance sheet health as AI spending soars, the report said, adding that the e-commerce giant has held talks with investors in recent weeks.*
*The move would offload thousands of Grace Blackwell chips across more than a dozen US data centers into a special-purpose vehicle funded by outside investors, the paper said, citing people familiar with the matter.*
*The structure would let Amazon keep using the hardware while adopting a more asset-light financing model. The vehicle could issue debt and sell up to a 10% equity stake to investors, the FT report said.* – [SuchendAlpha via Handelsanblick](https://www.tradingview.com/news/seekingalpha:b4da5f5e8094b:0-amazon-seeks-to-offload-8b-of-nvidia-chips-to-investors-ft-reports/)
Aber sicherlich stierisch für den GGBK 🧠🤖🚀
$AMZN $NVDA

[AMZN](https://www.onvista.de/aktien/Amazon-Aktie-US0231351067) - Jeff's Buchladen 📃@220,95€(+0,07% 🥱)
[NVDA](https://www.onvista.de/aktien/Nvidia-Aktie-US67066G1040) - Nvidier 📃@206,05€(+0,32% 🥱)

wtf lol, no I asked about AMZN while she was here, and she told me to ask you.

Sheeit I have to wake up so early tomorrow to watch AMZN and RDDT now

I've been staring at the AMZN chart for hours

I’m 25 and live in Florida. I recently got promoted to an MCA underwriting role making $75K/year.
Current financial picture:
\\\~$185K invested
Holdings: GOOG, AMZN, BRK.B, WM, JPM, NOW, SOFI, and OSCR
\\\~$17K cash in a SoFi HYSA earning around 4.5%
Monthly expenses are extremely low, usually around $400–$800
Currently finishing my Finance degree and expect to graduate in 2027
I also have an active Florida real estate license, although I haven’t really used it yet
My main goal right now is figuring out how to accelerate my net worth while I’m still young and have very few expenses.
I’m motivated to keep increasing my income and investing aggressively, but I’m wondering whether I should be focusing more on:
Increasing my income through underwriting/finance
Building a side income stream
Using my real estate license
Investing more aggressively
Diversifying my portfolio
Eventually buying investment real estate
Or simply continuing what I’m doing and letting compounding work
For people farther along in their FIRE journey: if you were 25 with roughly $200K in financial assets, very low expenses, and a $75K income, what would you focus on over the next 5 years?
Anything you wish you had done differently at this age?

Sorry just catching up, I got AMZN $250 leaps the past couple of days

I think AMZN is the move here. Look how it bounced off major support today

corporate bonds might work as well. I think AMZN and GS a few yielding high 5 percentages

AMZN buy here?

I woke from a dream that my 10/2 300 AMZN calls had printed. I am deeply upset that did not happen.

Why would AMZN go up?

I'm tempted to pick up some AMZN

**BanBet Lost** — /u/doctorqaz (0W - 2L, 0%)
| Ticker | Entry → Target | Move | Time | Result |
|:---:|:---:|:---:|:---:|:---:|
| **AMZN** ▲ | $249.52 → $259.50 | +4.0% | 1w | Lost |

u/music_is_gud AMZN looks like it wants to go