Bannor
755 posts
Amazon Supply Chain Services—our freight, distribution, fulfillment, and parcel shipping network—can now be used by any business.
Was built over nearly three decades to move, store, and deliver products across land, air, and sea. All one network, so no need to piece together different providers at every stage. Same reliability and speed our customers rely on.
P&G, 3M, Lands' End, and American Eagle already on board. Gonna help a lot of businesses move faster, save money, and simplify things. aboutamazon.com/news/retail/am…
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@oranamige @ajassy My analysis estimate Amazon to be worth 5.3 billion by years end.
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Another exciting development in our chips business as Meta has decided to bet big on Graviton, our leading CPU chip—committing to tens of millions of Graviton cores.
Agentic AI is becoming almost as big a CPU story as a GPU story. Complex multi-step orchestration, real-time reasoning, and code generation at scale is CPU-intensive work. And, our purpose-built Graviton5 instances deliver up to 33% lower latency between cores, which matters a lot for these kinds of workloads.
Meta has been a longtime AWS customer and one of our biggest users of Bedrock... looking forward to what they build with Graviton5. aboutamazon.com/news/aws/meta-…
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@wil_da_beast630 I'm sure that if you divide women into single and not single, you might get a clue as to why.
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Men have become one point more conservative - women have become 23 points more liberal.
Michael A. Arouet@MichaelAArouet
That's an interesting chart. Young men have stayed similarly conservative for over 25 years, while young women have drifted much further left. Why such a divergence? What has changed for young women that hasn't changed for young men?
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@Matt_Pinner Looks like a dude in tight pants. Sad guy prompting this...
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@iamyesyouareno Just because some politicians allow them in doesnt make it legal.
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Every dot in this animation represents 100 people.
This is an invasion. This is war.
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@robertsepehr @elonmusk The african birth rates is being driven by anti western racism.
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@elonmusk These low fertility rates in western and east asian nations holding up the world evonomy is the single biggest problem the world is facing. Worse than the nuclear threat which is human controlled, and worse than the robotapocalypse whi h is also controlled by us.
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@captaink99 @munster_gene @DivesTech Thats when you start comparing amazon and google tpu's with nvidia gpus...
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Both $MSFT and $AMZN stocks are now green.
MSFT up 2% and AMZN up 4%. Both were down 2% when the calls started.
Reason is positive comments about cloud growth in June, and they are supply constrained.
Microsoft says Azure will growth will go from 39% in March to 40% in June. The Street was lookin for 37% in June.
My take: Higher cloud growth in the face of difficult comps is another data point how early we are in AI. Basically all of this cloud growth is coming from AI training and inference.
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@munster_gene My end of the year target for Amazon is 380-450$. Its the only stock I bother keeping right now. I also have a positive outlook on Google and SpaceX, but consider Amazon better than Google, and SpaceX is still not public...
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$AMZN revenue up 15% in March vs. 12% in December.
AWS up 28% missed the whisper of 30%. Thats ok because the real number was likely much better. Have to wait for the call to hear more.
My take: Like Microsoft, Amazon needs to make a statement with investors that they have AI products consumers must have. It needs to be more than AWS growth to get the AMZN multiple to rerate.
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@munster_gene And ads on Amazon converts better than Google or Meta ads. So its a reverse of the cloud where AWS is #1 but has the lowest percentage growth of the big 3. In ads Amazon is 3rd, but should be growing the fastest given converts.
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@munster_gene You need to couple the report with the recent letter to shareholders as well as the recent Anthropic letter to shareholders. Basically Amazon could have made 50 billion this q if they had sold the chips Nvidia style. But they opt to rent for 20b instead. Also own 23% of Anthropic
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@NaeemAslam23 I ended up with a range at the end of the year between 380-450$ for Amazon. Its just a matter of time. 2025 the market lagged heavily, so the lag will probably stay around for 2026 as well I suppose, which is why 450 won't happen I guess.
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🚨 AMAZON GROWTH ENGINE RE-ACCELERATING — $315 TARGET VS $255 MISSES THE REAL DRIVER
Brian J. Pitz just raised Amazon to $315 from $310, about 23% upside from ~$255. He points to AWS picking up in early 2026 and strong ad growth from events like the World Cup and elections.
You’re focused on retail weakness… but that’s not what moves this anymore. AWS and ads are doing the heavy lifting while retail just holds the base.
That’s the shift — this is a cloud + ad machine, not a shopping site. If AWS growth really speeds up, this won’t stay at these levels for long.
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@jes1voice @Eng_china5 That question is secondary to the dangerously low birth rate. We first have to fix that problem as a civilization.
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@Eng_china5 Do people prefer robots that look like robots or would they prefer their robots to look like people?
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