$AMZN reports Thursday after close.
Consensus: $2.01 EPS, ~$202B revenue Street's at the high end of Amazon's own guide.
AWS is the trade, not the headline print.
Cloud growth, operating margin expansion, and guidance matter more than the e-commerce beat everyone expects.
I'm leaning bullish. My line: $243 holds pre-earnings, I'm in. Break and hold above $250 post-earnings with strong AWS commentary? That's the setup.
What has to print for you to buy it? For me:
AWS revenue growth accelerating (mid-teens or better), operating income guide that doesn't disappoint, and no margin compression talk. If they deliver that, this thing runs.
If AWS underwhelms or guidance is soft, $243 won't hold and I'm out. Simple.
What's your number?#Binance
$AMZN #CanMicrosoftDeliverOnAI #FOMCWatch #BTC
Consensus: $2.01 EPS, ~$202B revenue Street's at the high end of Amazon's own guide.
AWS is the trade, not the headline print.
Cloud growth, operating margin expansion, and guidance matter more than the e-commerce beat everyone expects.
I'm leaning bullish. My line: $243 holds pre-earnings, I'm in. Break and hold above $250 post-earnings with strong AWS commentary? That's the setup.
What has to print for you to buy it? For me:
AWS revenue growth accelerating (mid-teens or better), operating income guide that doesn't disappoint, and no margin compression talk. If they deliver that, this thing runs.
If AWS underwhelms or guidance is soft, $243 won't hold and I'm out. Simple.
What's your number?#Binance
$AMZN #CanMicrosoftDeliverOnAI #FOMCWatch #BTC