explore | Grilled Cheese

🤖 Amazon's $220B AI Bet Hinges on Two Labs Paying the Bill

Amazon is set to spend roughly $220B on CapEx against just over $25B in AWS AI annual recurring revenue, with Anthropic and OpenAI estimated to drive 73% of that AI revenue in 2026 and 2027.

#AMZN #Amazon #AI

https://financier.news/

🚨 #BreakoutAlert from INSIDERFINANCE.COM Technical Analysis System 🚨

🚀 #AMZN
💰 Buy Signal @ 248.33
📈 1 Hour Chart
💪 90 #TradeSignal strength
✅ 18 indicators
🎯 Stop loss + profit levels👇

#StockMarket #DayTrading #SwingTrading #FinTwit #TechnicalAnalysis

🛑 Amazon Blocks Meta's Muse From Its Store, Betting Its Own AI Agents Win

Amazon is blocking Meta's Muse agentic AI from buying products on its site, pushing shoppers toward rivals that partnered with Meta instead.

$AMZN #Amazon #AI #Amzn

https://financier.news/

#NVDA: The six biggest names stayed call-skewed. #GOOGL 13 and #AMZN 20 are the lowest ratios among the leaders.
↗️ Mega-cap calls: all six largest market-cap names shown stayed below 50
↘️ Put-only heatmap: BAC, BA, CVX and CRWD print 0 calls

🛒 Amazon FY2025 Revenue Hits $716.9B as AWS Dominance Fuels 2026 Bull Case

Amazon posted $716.9B in FY2025 revenue, up 12.4%, with $77.7B net income and a 10.8% net margin, per its Dec. 31, 2025 balance sheet.

$AMZN #Amazon #Amzn

https://financier.news/

Amazon Shares Slide as AMZN Lags Broader Market, Sparking Fresh Investor Concerns Over Mounting Losses Today

#AMZN #Amazon #Markets https://financier.news/amazon-shares-slide-as-amzn-lags-broader-market-sparking-fresh-investor-concerns-over-mounting-losses-today-amzn/

#AMZN just printed a $147.3M block at $246.15 while the 1D trend stays below the 21/50 EMAs.
↗️ Dark pool: $776.4M total, 32 block prints
↗️ Positioning: $260 2026-10-30 call, $17.88M and 21x OI
↘️ Technicals: below EMA21/50; bearish to $241.54

🚨 #BreakoutAlert from INSIDERFINANCE.COM Technical Analysis System 🚨

🚀 #AMZN
💰 Sell Signal @ 247.13
📈 1 Hour Chart
💪 80 #TradeSignal strength
✅ 16 indicators
🎯 Stop loss + profit levels👇

#StockMarket #DayTrading #SwingTrading #FinTwit #TechnicalAnalysis

Kind of like paper value on paper value.
Just like leverage on leverage or CDO on CDO or CDO squared.

#AI #GOOG #NVDA #AMZN

📉 Amazon Sits 12% Below Its $284 Record as FTC Ad-Auction Suit Tests a $19.8B Ad Engine

Amazon trades at $249.67, roughly 12% under its Aug. 3 record close of $284.02, after the FTC and 22 state attorneys general sued on Aug.

#AMZN #Amazon

🎯 Toys “R” Us Rebuilds 40 New US Stores as Amazon Era Fades

Toys “R” Us is opening roughly 40 US stores this year, its biggest expansion since bankruptcy, betting parents will pay for hands-on toy aisles Amazon can’t replicate.

#AMZN #Amazon

🚨 #BreakoutAlert from INSIDERFINANCE.COM Technical Analysis System 🚨

🚀 #AMZN
💰 Buy Signal @ 249.32
📈 1 Hour Chart
💪 90 #TradeSignal strength
✅ 18 indicators
🎯 Stop loss + profit levels👇

#StockMarket #DayTrading #SwingTrading #FinTwit #TechnicalAnalysis

🚨 #BreakoutAlert from INSIDERFINANCE.COM Technical Analysis System 🚨

🚀 #AMZN
💰 Sell Signal @ 249.38
📈 4 Hour Chart
💪 90 #TradeSignal strength
✅ 18 indicators
🎯 Stop loss + profit levels👇

#StockMarket #DayTrading #SwingTrading #FinTwit #TechnicalAnalysis

Session read for Thursday Sep 24.

Implied vol on $AMZN has compressed and the market is no longer pricing much. The kind of tape where buying vol often pays well.

Details below.

#swingtrading #options #stocks

$AMZN saw $208M across 35 unusual strikes, split between calls and puts, put call ratio 0.47.

Standout was the Sep 25 267.5 puts with $6.9M at 3795x OI.

No clear lean, and long dealer gamma keeps the tape pinned. Skew leans to calls, and premium is rich.

Three names carried the aggressive options flow at the open on Sep 24.

$AMZN with $208M, two way.
$MU with $778M, calls leading.
$GS with $45M, two way.

Dealers lean against one of the names, so the flow could get faded.

Each name broken down below.