@StockSavvyShay @FuturumEquities Amazon Jumps 25% in a Month—Why the Rally May Have More Room to Run
open.substack.com/pub/sigmanomic…
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Sigmanomics
1K posts
Sigmanomics
@sigmanomics
The Market Forecast Engine
New York, NY Katılım Ağustos 2009
60 Takip Edilen11K Takipçiler
Last week was wild for anyone tracking the AI cycle.
We got a ton of new data on where things are heading and we covered it all on the latest Futurum Equities podcast:
• Big Tech earnings chaos across $MSFT, $GOOGL, $AMZN & $META
• AI supply bottlenecks across $SNDK, $MU, $AEHR, $AMKR, $AAOI, $LITE & $COHR
• Rapid-fire thoughts on $SOUN, $SOFI, $NBIS, $QCOM, $CIFR, $IREN & $DOCN
• Market all-time highs and why volatility keeps creating buying opportunities
Next week, I’ll be recording my post-earnings takeaways on the Futurum Equities YouTube channel for $PLTR, $AMD, $TMDX, $ALAB, $CIFR, $IREN & $RKLB.
Link is below ⤵️
Shay Boloor@StockSavvyShay
THE NEXT CHAPTER As many of you know, Daniel and I have been running the Futurum Equities podcast for six months now covering the 4th Industrial Revolution across names like: • AI Security | $CRWD, $ZS, $PANW, $RBRK • Grid & Power | $CEG, $NEE, $VST, $EOSE, $NNE • AI Data Platforms | $PLTR, $SNOW, $MDB, $NOW • Nuclear | $OKLO, $SMR, $LEU, $GEV, $CCJ, $BWXT • AI Cloud | $MSFT, $AMZN, $GOOGL, $DOCN, $ORCL • AI Utility | $CRWV, $NBIS, $IREN, $CIFR, $WULF, $APLD • AI Networking | $AVGO, $ALAB, $MRVL, $CRDO, $NET, $ANET • AI Chips | $NVDA, $TSM, $ASML, $AMAT, $KLAC, $AMD, $MU, $LRCX, $ARM The momentum has been incredible to see now that our X livestreams is averaging 24K viewers per episode but we’ve decided it’s time for a bigger stage. We’re officially moving the show to YouTube. If you want to keep watching our Friday market-open live streams, make sure to subscribe below 👇
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@twinsight_x @tradingview Amazon Jumps 25% in a Month—Why the Rally May Have More Room to Run
open.substack.com/pub/sigmanomic…
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$AMZN Trade Idea: May 8th 275C 💡
📈 Trigger: 273.88
🎯 Target: 279
🛑 Stop: 270
AMZN closed at 268.42. The stock has been exceptionally resilient, showing relative strength while other mega-caps chopped. We are currently basing just below the 273.88 all time highs. A clean break over this level triggers a continuation trade toward 279. If 270 fails to defend on a dip, it likely needs more time to consolidate.
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@Loris_Dalleau Amazon Jumps 25% in a Month—Why the Rally May Have More Room to Run
open.substack.com/pub/sigmanomic…
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Amazon $AMZN
+30% en 1 mois alors que rien n’a changé, c’est parfois la beauté du marché…
Bien évidemment, je ne vais pas me plaindre !
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@rklb_invest Amazon Jumps 25% in a Month—Why the Rally May Have More Room to Run
open.substack.com/pub/sigmanomic…
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@StockOptionCole Amazon Jumps 25% in a Month—Why the Rally May Have More Room to Run
open.substack.com/pub/sigmanomic…
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@Glitch_Trades Amazon Jumps 25% in a Month—Why the Rally May Have More Room to Run
open.substack.com/pub/sigmanomic…
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$AMZN new all time highs.
Talon said this was super bullish as of last week.
If you listened, you are paid.
$NBIS $CRWV $AMZN bangers.
Glitch@Glitch_Trades
This shit too easy man. Talon was calling the rotation into Cloud. Sure enough, $TEAM has blow out earnings and sends $IGV to the moon.
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@ulkser Amazon Jumps 25% in a Month—Why the Rally May Have More Room to Run
open.substack.com/pub/sigmanomic…
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$AMZN All fun and games today! The sheer strength. See you at 300 very very very soon.
Shorts are fucking idiots.
Cole@StockOptionCole
$AMZN Stay excited because we're just starting here Setting up for 285, 292 in May/June 300, 320 will happen soon Whales loaded up 380C January 2027 2 weeks ago & are still in OpenAI $100B spend commitment on AWS compute Anthropic potential $100B+ long-term AWS spend These are effectively long-duration hyperscale demand contracts AWS growth re-accelerating can give stock a massive re-rating after 1+ year of consolidation
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$AMZN
If only somebody knew… 😘
Byul@byul_finance
$AMZN Amazon Expands Logistics Services to Third-Party Businesses, Secures Contracts With Large Corporations
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Tomorrows Watchlist 🏆
$MU Day Trade / Swing
5/8 600C if we re-test 560 🎯607, 616
$AMZN Swing Trade
6/5 275C if we re-test 268 🎯275, 284
$GOOGL Day Trade/ Swing
5/11 390C if we re-test 380 🎯386, 392
$GOOGL Longer Swing Trade
5/15 400C if we re-test 380 🎯392, 400
Full Exclusive Watchlist including $NVDA $SNDK $AMD $NBIS Ideas ↓
x.com/StockOptionCol…
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Here is a wider view of CapEx spending by quarter from @EricFlaningam
CapEx from $MSFT, $GOOGL, $META, and $AMZN grew by over 80% last quarter!
Sam Badawi@Sam_Badawi
ACCELERATING THROUGH 2028 Hyperscalers are rapidly reaccelerating CapEx as the AI infrastructure buildout shifts from pilot clusters to full-scale deployment across compute, networking, and power. $META - $135B [+93%] $GOOGL - $185B [+103%] $MSFT - $190B [+129%] $AMZN - $200B [+53%]
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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.
Amazon News@amazonnews
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Australia Interest Rate Decision was reported at 4.35 in May 2026. The reading matched the market consensus of 4.35 exactly. This represents an increase from the previous value of 4.1.The indicator has now risen for 3 consecutive releases - sigmanomics.com/au/interest-ra… $AUDUSD $AUDJPY $EURAUD
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Amazon: A Diversified Juggernaut medium.com/p/amazon-a-div… $AMZN $WMT $QQQ $SPX
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Amazon’s AI Chip Momentum Could Power the Next Move Higher - sigmanomics.com/amazon-jumps-2… $AMZN $MSFT $WMT $SPY
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📅 High-impact week ahead (May 4–10)
Tue — RBA Rate Decision (cons. 4.35)
Tue — U.S. ISM Services PMI + JOLTs
Wed — Canada Ivey PMI
Thu — AUS Balance of Trade
sigmanomics.com/economic-calen… $USDJPY $GBPUSD $USDCAD
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Memory and Storage Stocks Are Surging; Here Are 2 Leaders to Watch
open.substack.com/pub/sigmanomic… $SPY $QQQ $VIX $MU $STX
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📅 Big week ahead. Here are the high-impact prints to watch:
Tue — BoJ Rate Decision
Tue — U.S. CB Consumer Confidence
Wed — German CPI
Wed — U.S. Durable Goods, Housing Starts
Wed — BoC Rate Decision
Wed — Fed Rate Decision
Thu — NBS Manufacturing PMI
sigmanomics.com/economic-calen…
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Natural Gas Lags Oil Despite Rising Tensions—An Opportunity May Be Emerging - sigmanomics.com/natural-gas-la…
$QQQ $CL_F #crudeoil $SPY
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📅 High-Impact Economic Week Ahead (Apr 19–24)
A packed week of data across the G-7.
Mon — Canada CPI YoY. Consensus 2.5% vs prev 1.8%. CAD/JPY in focus.
Tue — UK Unemployment Rate (5.2% expected). GBP pairs on alert.
Tue — Germany ZEW Economic Sentiment. Big rebound expected (-10 vs -0.5 prev).
Tue — US Retail Sales MoM. Consensus 1.3%. S&P 500 reactive.
Wed — UK Inflation YoY. Consensus 3.3% vs prev 3.0%.
LThu — Flash PMIs. Manufacturing + Services across Europe.
Full calendar + Forecasts 👉 sigmanomics.com/economic-calen…
$aapl $eurusd $vix $nvda $SPY
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