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@cmsinvests Retail fomo

Can someone please explain to me why $BB had a 20% move earlier today?

$AMZN Amazon Supply Chain Services (ASCS): Smart Expansion, Not Global Disruption Amazon launched Amazon Supply Chain Services (ASCS), opening its freight, distribution, fulfillment, and parcel network to any business — not just sellers. Early adopters include P&G, 3M, Lands’ End, and American Eagle. The pitch: leverage Amazon’s massive owned assets (80k+ trailers, aircraft, fulfillment centers) like they did with AWS. This is a logical evolution of “Supply Chain by Amazon.” It’s less a revolutionary launch and more aggressive marketing of existing capabilities to non-sellers. Strong in core lanes, but far from disrupting true global freight forwarding. Where Amazon Excels • US domestic scale: Unmatched density for FTL/LTL, intermodal, and parcel. Excellent co-loading/consolidation to optimize load factors and costs. • China-to-West flows: Competitive ocean/air via Amazon Global Logistics into their own networks. • Multichannel fulfillment: Speed and reliability for e-commerce-style shipments. For shippers heavy in US/Europe/China-origin retail or manufacturing, ASCS can deliver real efficiency. Why It’s Not a Global Freight Forwarding Disruptor Global forwarding increasingly rewards specialists who dominate dense core lanes with tailored solutions — exactly what leaders like Kuehne+Nagel (KN), DSV, and DHL already do. Amazon lacks the breadth: • Limited global infrastructure: Strong in select regions (US, Europe, key Asia hubs), but no deep local presence, offices, or expertise across 100+ countries. No widespread port operations, complex gateway management, or on-ground teams everywhere. • Specialized freight gaps: Minimal offerings for cool chain, dangerous goods (DGR), out-of-gauge (OOG), project cargo, or full A-to-Z engineering. Amazon masters package/pallet scale, not industrial heavy freight. • China reality: Lags significantly behind JD Logistics or Sinotrans in depth for complex intra-China or origin moves. Culture and customs are the bigger issue. These can’t be standardized or “AWS-ified.” Every market has unique regulations, relationships, language, and business norms. Local specialists with boots-on-the-ground expertise remain irreplaceable for diversified, resilient supply chains. Forwarders like KN, DSV, and DHL focus relentlessly on their strongest lanes and verticals while maintaining global partner networks for coverage. Amazon is doing something similar — doubling down on its density — but that reinforces why the world still needs diversified players rather than a single integrator. Bottom Line for Shippers ASCS is a credible new option for US-centric or Amazon-aligned flows. It adds competitive pressure (especially on tech-forward players like Flexport) but doesn’t replace the specialized global forwarding ecosystem. The logistics market is big enough for both: Amazon’s scale where density wins + specialists who navigate the messy, human reality of international trade.

Yes - the last days we learned from earnings that spending is going to stay …. But unísono everyone speaks about datacenter, energy, memory and how to cope with the current demand. I didn’t saw any new article or data that people feel like AMD or NVDA will be able to upsell a lot due to this - The contrary is the case, if other bottlenecks are not being solved they will even sell less.. still with amazing numbers but not growing like others currently. Picks and shuffles is not only chips .

$NVDA $194’s handle… What’s going on with the largest company in the world?! Anyone with a hypothesis?

@murrayhealth1 @amazon Oh someone is bullish on Amazon ? Good for you, but don’t bash then others opinions and their knowledge just because you lack the capacity to comprehend complex logistics solutions.

@venaodiver @amazon Once of the dumbest comments to ever exist.

TODAY: Amazon is opening its entire logistics network—freight, distribution, fulfillment, and parcel shipping capabilities—to every business, of all types and sizes. 📦 Amazon has built one of the most reliable and efficient supply chains on Earth. Now, Amazon Supply Chain Services gives all businesses access to the same infrastructure that moves, stores, and ships goods for hundreds of thousands of Amazon sellers. Healthcare, automotive, manufacturing, retail, and more. Businesses across industries can now tap into Amazon's logistics network. Learn more here. ⬇️

@HervolDejan @amazon 28 years now in the business - they surely will improve some customer experience. But the larger a player gets - as more niche players arise.

@venaodiver @amazon True, freight market is very complex. Partially due to fragmented data. However, as stressful as this market is (and it is, from first hand experience), it also has tons of problems/potential improvements to be resolved.

@davydaytrades @ZaStocks Maybe even weeks

@ZaStocks It will double within 18 months

$ORCL The ultimate compute + datacenter play right off the 200 week moving average. $550B backlog and OpenAI sentiment is turning positive again, tough to bet against Larry’s last hurrah.

@JDinvestt @MentoviaX Which is exactly the number I predicted to see soon.

@MentoviaX Bro what? That math ain’t mathin. Current forward PE is around 5.5x, so if it ran up to an 8 forward PE, we’re talking share price of ~$850.

$MU Micron 20+ so far in overnight trading session…. Still way too cheap and abused for long…. It’s expected to make 220-240 bucks a share….. Regressing back towards 7-8X forward P/E is very reasonable, and that should take it to $1600+ by end of THIS summer…..

@DollarCostAvg Correct ☑️

$MU likely will shoot for $600 + this week. Growth is insane, numbers are justified and PE is 5 🤯 Probs end of yr 1000 + , though may reach the 1k + sooner.

@droidbuilds Computer version of perplexity is actually the tool I use the most. Is there any other customer focused all in one solution out there for 200 bucks a month?

They disappeared like they never existed Which one are you still using?

@otokyo__ Eat? Because that looks delicious

You just got off a 16 hour overnight shift and come home to Steak Pasta. What do you do?🤔

@njshoreinvest 550 kcal for 1,50 plus hydration with clean water with taste - that’s peak cheatcode in western rich countries.

I’m 33 with a net worth of $4M. And I’m eating a $1.50 hotdog for lunch. $COST

This is my plan for next week Not other change on the portfolio - just adding.

I like it and mostly because it didn’t run yet - but if everything is scarce and they have 1,8 GW - this should translate into 3-4x of what it is right now.

@LeifInvests @StockSavvyShay @FuturumEquities This is the one which will make me solid .. 450 shares holding with 150 average buy in

@StockSavvyShay @FuturumEquities $ORCL is on a discount of a lifetime for the stock. Seriously.

POPULAR STOCKS BY PEG RATIO PEG < 1 usually means mispriced growth PEG > 2 starts to push into the danger zone Here’s how they stack up now: • $TSLA ~4.9x • $GOOGL ~3.2x • $PLTR ~2.5x • $AAPL ~2.5x • $INTC ~2.3x • $ALAB ~2.0x • $AMZN ~1.6x • $META ~1.6x • $ASML ~1.5x • $HOOD ~1.5x • $TSM ~1.4x • $MSFT ~1.2x • $SOFI ~0.9x • $NVDA ~0.9x • $AMD ~0.8x • $NOW ~0.7x • $AVGO ~0.7x • $HIMS ~0.6x • $SNDK ~0.5x • $ORCL ~0.5x • $MU ~0.3x

I have nothing above 2 and my highest is 1.2 - my larges is 0,5 and 4 are below 1 .. all without knowing that KPI

The problem is that NVDA doesn’t talk a lot of what they are going to do with their leadership. It’s only chips for now. But it seems that others also can do chips .. so not even the absolute moat. If they would come up with something which is remarkable unique and financed by their earnings - creating an absolute new moat - then of course they would deserve the insane p/e as Tesla has.. Tesla is all about future and imagination - driven by an insane unique thinker and executer .. NVDA misses that.

People think $NVDA is still expensive. They said that already… 300% ago. Forward P/E is still only 25x. To put it into perspective, $TSLA forward P/E is over 100x Pick your value.

@CuriosityonX Keanu Reeves

If aliens requested a meeting with a sole individual to represent the human race, whom should we send?