Amazon's Capital Expenditure needs to be talked about. The street wanted $57B this quarter, $AMZN came in at $77B So what? Do you want them not to spend? First and foremost, they have almost $600B of secured backlog Second, do you want your orders to keep arriving so quickly? Well, they kinda have the second largest logistical network in the world so how exactly should they buy millions of vehicles, planes and what not - without CapEx?? Let alone the AI buildout financing.. So if they stop spending and thus lower their growth rates the multiple compresses, but then if they spend and grow so rapidly the market says "no" to that spending🤔 What? Should they just spawn everything for free? I'm sure that would make them the best company ever right? This was one of the best quarters I have seen and someone big thinks so as well. That 13% dip was gone in seconds - I opened my brokerage to buy at $210and the stock was back at $230 before I blinked Idk if it's Berkshire or whoever. But Amazon has a playbook, they've always had it and they know what to do. People who've held them for decades could give a f*ck about their stock under-performing the S&P500 lately So go ahead and sell it. Imma buy as much as I can 😇

Been a busy week for me.. Bought $GOOGL & $AMZN because why not at these prices Have a nice weekend folks 🫡

Amazon dumped to $214 yesterday at 10:03PM I opened my brokerage with an intention to buy the dip heavily and guess what 1 minute. The dip was gone! I ended up buying at like $222 and today $AMZN recovered all the way to $240 Truly magnificent!

If every MAG7 pulled back to 200WMA next week 1: $MSFT $406 2: $AMZN $200 3: $GOOGL $225 4: $META $533 5: $AAPL $232 6: $NVDA $135 7: $TSLA $315 Which one would you buy and why? I'd buy EL Googel just because Microsoft would still be 15% in profit and I have enough of Amazon

$MSFT JUST RIPPED THROUGH THE ALL-TIME-HIGH LEVELS AS A 50% FIGURE FOR AZURE GROWTH WAS MENTIONED ON THE EARNINGS CALL Having bought 30 shares at $359, Microsoft continues to be the fortress of my portfolio Congrats to the shareholders 🥂 https://t.co/e6A7pmT698

$AVGO What have I been saying?? The stock recieved 3 major analyst upgrades, including D.A. Davidson who said this; "Broadcom is priced at 17x 2027 EPS, as if Anthropic and OpenAI IPOs will never happen nor have a chance of being successful" WHO WOULD HAVE THOUGHT🤔 (luckily I have) Broadcom is up approx. 6% since I started covering it seriously last week

Here is how compelling $AVGO actually is right here, right now • Bottoms of past crashes (%) 2011: -32% 2015: -31% 2018: -27% 2020: -47% 2022: -38% 2025: -43% 2026: -37% (now) 15-year average: 38% Number of times it has gone lower; • 2 in 15 years (13%) Am I missing something🤔

BULLS VS BEARS DEBATE Over my 3 years of investing I can confidently say my nature is net-bullish But a good bull always knows where the bears are and vice-versa They both can be right at the same time as well; I see a company that will continue to execute and has a solid balance sheet You see a company that is up 50% from the lows in 3 months and is due for a healthy breather Both are true. So why act like enemies?

And the markets are FINALLY closed for the week Threw my last bits of cash at AVGO and AMZN yesterday so today was just... bitterness Next week though.. Will be interesting with more big tech earnings on the radar So, $GOOGL $MSFT $AMZN - PUMP OR DUMP I say Microsoft pumps!

Are we going to admit that $AVGO is probably a MSFT 2.0 type shii ? It surely feels like that and my gut is telling me to buy so I'm doing it When Microsoft was breaching the $360 lows even the bulls stopped bulling - same here with Broadcom at $320 Don't let the fear get you