Alpha Compound

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Alpha Compound

Alpha Compound

@alpha_compound_

Seeking long-term alpha through growth and quality. Deep dives into earnings and the power of compounding. Not financial advice.

Katılım Ağustos 2024
12 Takip Edilen67 Takipçiler
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Alpha Compound
Alpha Compound@alpha_compound_·
The $AMZN 2026 bull case is still intact: • AWS & AI: Margin expansion + massive AI demand tailwinds
 • Advertising: $70B+ run-rate, still compounding
 • Logistics: Faster delivery, improving cost efficiency Amazon is no longer just a book store. It’s critical infrastructure across cloud, ads, and logistics. #Investing #AMZN #AlphaCompound
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Tinny
Tinny@xItsTinnyx·
$MSFT vs. $GOOGL. Who is winning the enterprise AI war right now?
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Luke Simple Dividends
Luke Simple Dividends@LukeSimpleDiv·
Forward P/E of: $META 19.7x (23.0x AVG) $MSFT 22.4x (28.6x AVG) $AMZN 32.0x (31.5x AVG) (3Y) $GOOG 30.9x (25.0x AVG) Which one is the best BUY?
Luke Simple Dividends tweet mediaLuke Simple Dividends tweet mediaLuke Simple Dividends tweet mediaLuke Simple Dividends tweet media
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Tinny
Tinny@xItsTinnyx·
Which Mag7 stock are you most bullish on? $GOOGL $AMZN $AAPL $META $MSFT $NVDA $TESLA
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Alpha Compound
Alpha Compound@alpha_compound_·
@oguzerkan Their logistics are the best, myswell keep growing it to others
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Oguz Erkan
Oguz Erkan@oguzerkan·
You know what this means right? $AMZN will eventually carry everything for everybody, not just for business. It's an inevitable endgame for its logistics business. $UPS being down 3% pre-market says it all.
Oguz Erkan tweet media
Amazon News@amazonnews

x.com/i/article/2051…

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Brian Feroldi
Brian Feroldi@BrianFeroldi·
Everyone wants Buffett’s wealth. No one wants to wait 70 years to get it.
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Jimmy
Jimmy@awealthtank·
Who/what got you into investing?
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Frosty | UK Investor
Frosty | UK Investor@FrostyInvestorr·
What’s one stock you think is HUGELY undervalued?
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Peter Tuchman
Peter Tuchman@EinsteinoWallSt·
MARKET UPDATE: The S&P 500 has lost around $250 billion in market cap so far today 🔴 Nasdaq -0.32% 🔴 S&P 500 -0.37% 🔴 Dow Jones -0.72%
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ThiccTeddy
ThiccTeddy@ThiccTeddy·
One company I will never stop buying is $AMZN Need anything delivered to your door overnight... $AMZN can do it Need that weight loss jab... $AMZN has your back Looking for the world's best cloud platform... $AMZN has it
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Stephenblaq
Stephenblaq@Steezehuman·
Small accounts tweeting to absolutely ZERO engagement
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VJN
VJN@VJNCapital·
@alpha_compound_ Depends on growth rates in the end $TSLA is an exception
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VJN
VJN@VJNCapital·
$AMZN has grown EPS 450% the last 5 years Over the same period the stock price has only increased 150%
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Alpha Compound
Alpha Compound@alpha_compound_·
@VJNCapital Yes about average for tech. That is what $TSLA will slowly do as well
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VJN
VJN@VJNCapital·
@alpha_compound_ Yeah it had a massive rerating from 50-70x down to 30s
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Alpha Compound
Alpha Compound@alpha_compound_·
@InvestFreedom05 Earnings are strong. I believe this CapEx will actually pay off versus their previous wasted money on the metaverse
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Patriot Investing 🇺🇸
Patriot Investing 🇺🇸@InvestFreedom05·
Which stock is a better buy at current levels? And why? $META at $608 or $ZETA at $18.50?
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Alpha Compound
Alpha Compound@alpha_compound_·
@DudeWhoInvests I would say we are close, but earnings keep growing at ridiculous amounts unlike dot com
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Just a Dude Who Invests
Just a Dude Who Invests@DudeWhoInvests·
I have to say it, I feel obligated to. NOBODY is prepared for if this is all a bubble. Not a single soul on this planet.
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Bullionaire
Bullionaire@itsbullionaire_·
What’s the better investment: a Rolex Submariner or $10,000 into $QQQ?
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Loveleesfinance
Loveleesfinance@loveleesfinance·
Around 36% of Americans have less than $10,000 saved for retirement. Are you surprised?
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Mauri
Mauri@Mauriinvesting1·
If you had to start from $0 What’s the FIRST thing you’re doing to build wealth?
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