Paid 4 min read
Why AMZN traffic is inflecting
Subscribers get the full thesis, the levels, and my positioning on AMZN. Subscribe to read on.
AMZNLast 30 days
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Stock
AMZN
Notes mentioning AMZN
4Free 9 min read
AMZN earnings preview: what I'm watching
Ad reacceleration plus margin discipline is a combination the market keeps doubting.
AMZNLast 30 days
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Paid 11 min read
AMZN earnings preview: what I'm watching (Part 2)
Subscribers get the full thesis, the levels, and my positioning on AMZN. Subscribe to read on.
AMZNLast 30 days
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Free 8 min read
AMZN: margins re-rate from here
Card-spend signals point to a demand turn before the next print.
AMZNLast 30 days
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