Past performance does not predict future results. Informational only, not investment advice.
Listed as one of the biggest plays that contributed to the author's +107K YTD realized gain during the historic bull recovery.
Amazon's in-house chip business (Trainium, Inferentia) is already larger than AMD's and approaching Broadcom and Intel scale. By decoupling from expensive semiconductor supply chains through custom silicon, Amazon gains significant cost advantages and should continue gaining chip market share.
Author is heavily leveraged into AMZN call options betting on an 8% move up tomorrow. Position has substantial profit potential if realized, implying conviction in imminent upside despite recent underperformance.
Amazon is poised to run significantly higher, catching bears off guard and forcing margin calls. The post title suggests a confident bullish outlook with shorts getting liquidated.
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