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amazon ki em ayindi after hours 20% down


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1 hour ago, AndhraneedSCS said:

People realized amazon is overvalued and dont really have a moat.

 

Everyone has cloud now (Microsoft, Google, Oracle,...) and are growing a bit faster although they are at a lower revenue runrate in comparison.

AMZN AWS cannot go down, many business run on those. AWS going down we will see multiple companies going down. AWS has 33% cloud share, It may take some time to move to other services providers. Lets see how much stabilization will happen

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1 hour ago, mettastar said:

Aapl moat endhi vuncle .. laptops phones vere vallu kuda chesthunaru and vallaki kuda bane revenue undiga .. 

By the way amzn advantage logistics 2hr delivery kuda chestharu chaala chotla

no body is able to replace iPhone. Now they have M1 chip and is taking market away from PCs. Watch and iPods are icing on the cake while their service revenues grow as user base expands.

 

Amzn is doing all that but they are not having margins in amazon.com. AWS is a different story and most of their EV comes from AWS

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