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Msft vs AMZN. Which is value??
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Date: April 16th, 2025 3:01 PM Author: ,.,,,. Which one will outperform qqq? At 370 msft has pe of 30, at 170 amzn has pe of 31. (http://www.autoadmit.com/thread.php?thread_id=5711717&forum_id=2#48853745) |
Date: April 16th, 2025 3:08 PM Author: ,.,,,. (http://www.autoadmit.com/thread.php?thread_id=5711717&forum_id=2#48853768) |
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Date: April 16th, 2025 3:10 PM Author: Oh, You Travel? ( ) At this point why would anyone be buying the Same Stocks as they did like 8 years ago? If the company had clear and obvious potential to increase its earnings then rich people would’ve bought in already. Why would it make sense to Slowly buy the Same Stocks? (http://www.autoadmit.com/thread.php?thread_id=5711717&forum_id=2#48853787) |
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Date: April 16th, 2025 3:58 PM Author: ,.,,,. Because it's actually profitable. It has same pe as mcd, sbux, hd which actually have decreasing profits (http://www.autoadmit.com/thread.php?thread_id=5711717&forum_id=2#48854090) |
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Date: April 16th, 2025 4:00 PM Author: animeboi (.) MSFT. (http://www.autoadmit.com/thread.php?thread_id=5711717&forum_id=2#48854111) |
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Date: April 16th, 2025 4:03 PM Author: ,.,,,. Why? You're the one who recommended mpw so u know how to pick losers (http://www.autoadmit.com/thread.php?thread_id=5711717&forum_id=2#48854132) |
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Date: April 16th, 2025 4:07 PM Author: animeboi (.) MSFT has the stronger monopoly of the two. (http://www.autoadmit.com/thread.php?thread_id=5711717&forum_id=2#48854163) |
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Date: April 17th, 2025 5:36 PM Author: https://imgur.com/a/o2g8xYK A monopoly that requires maintenance and generates zero revenue, if you can keep it (http://www.autoadmit.com/thread.php?thread_id=5711717&forum_id=2#48858185) |
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Date: April 16th, 2025 8:43 PM Author: ,.,,,. (http://www.autoadmit.com/thread.php?thread_id=5711717&forum_id=2#48855270) |
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Date: April 17th, 2025 5:33 PM Author: ,.,,,. Or nvda? (http://www.autoadmit.com/thread.php?thread_id=5711717&forum_id=2#48858178) |
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Date: April 17th, 2025 5:36 PM Author: https://imgur.com/a/o2g8xYK Amazon (http://www.autoadmit.com/thread.php?thread_id=5711717&forum_id=2#48858184) |
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Date: April 17th, 2025 5:38 PM Author: ,.,,,. I need to decide which bullish puts to get tomorrow. Today I git assigned goog at 160 and 155. And nvda at 104. But nvda at 90 expired (http://www.autoadmit.com/thread.php?thread_id=5711717&forum_id=2#48858186) |
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Date: April 17th, 2025 5:38 PM Author: Paralegal Mohammad Ask your AIPAC handler (http://www.autoadmit.com/thread.php?thread_id=5711717&forum_id=2#48858187) |
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Date: April 17th, 2025 5:39 PM Author: ,.,,,. You are sand nigger (http://www.autoadmit.com/thread.php?thread_id=5711717&forum_id=2#48858188) |
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Date: April 17th, 2025 6:00 PM Author: https://imgur.com/a/o2g8xYK Only Amazon has dem data centers. Actually not only Amazon, but in the private sector it's only Amazon. (http://www.autoadmit.com/thread.php?thread_id=5711717&forum_id=2#48858239) |
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Date: April 17th, 2025 6:10 PM Author: ,.,,,. Huh? Aren't they all spending 70bil on that bullshit (http://www.autoadmit.com/thread.php?thread_id=5711717&forum_id=2#48858288) |
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Date: April 17th, 2025 6:13 PM Author: https://imgur.com/a/o2g8xYK Who are we talking about? (http://www.autoadmit.com/thread.php?thread_id=5711717&forum_id=2#48858299) |
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Date: April 17th, 2025 6:47 PM Author: ,.,,,. Amzn, goog, msft (http://www.autoadmit.com/thread.php?thread_id=5711717&forum_id=2#48858469) |
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Date: April 17th, 2025 6:48 PM Author: https://imgur.com/a/o2g8xYK If they are building out distributed networks they may as well surrender to Xi. Penetrable af (http://www.autoadmit.com/thread.php?thread_id=5711717&forum_id=2#48858473) |
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Date: April 17th, 2025 6:50 PM Author: ,.,,,. Wtf is that. They all have sizeable % in cloud. (http://www.autoadmit.com/thread.php?thread_id=5711717&forum_id=2#48858477) |
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Date: April 17th, 2025 7:11 PM Author: https://imgur.com/a/o2g8xYK small to medium-size data centers spread out all over the place, connected together to simulate one large data center. These have a billion points of entry because there are so many interconnected nodes.
Amazon doesn't do it. They build ginormous data centers in one place. They have multiple data centers, but they're all big. US Government does this too. It's strategic. |
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Date: April 17th, 2025 7:14 PM Author: https://imgur.com/a/o2g8xYK Should add that the big downside to big data centers is they require all your workforce to be in one place. Distributed networks let you employ people who work all over. The Government fucked around with that idea under Obummer but reversed course after a certain point. (http://www.autoadmit.com/thread.php?thread_id=5711717&forum_id=2#48858603) |
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Date: April 17th, 2025 7:14 PM Author: ,.,,,. Who cares? Amzn had a head start but lately isn't winning any market share over goog or msft. They all have similar growth rate and the other business (retsil) is more affected by tariffs. (http://www.autoadmit.com/thread.php?thread_id=5711717&forum_id=2#48858607) |
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Date: April 17th, 2025 7:22 PM Author: https://imgur.com/a/o2g8xYK Government contracts ensure bailouts if SHTF (http://www.autoadmit.com/thread.php?thread_id=5711717&forum_id=2#48858655) |
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Date: April 17th, 2025 7:25 PM Author: ,.,,,. What does that have to do with my original question. Amzn clearly has better peg than msft. But is it realistic if we go into recession. Goog and nvda actually have better peg but risky (http://www.autoadmit.com/thread.php?thread_id=5711717&forum_id=2#48858667) |
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Date: April 17th, 2025 7:28 PM Author: https://imgur.com/a/o2g8xYK AMZN is already IN Crystal City. You barely have to walk. (http://www.autoadmit.com/thread.php?thread_id=5711717&forum_id=2#48858678) |
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Date: April 17th, 2025 6:10 PM Author: peeface wait until you hear about azure
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Date: April 17th, 2025 6:12 PM Author: https://imgur.com/a/o2g8xYK How much did they spend on their biggest data centers? Or are they distributed af? (http://www.autoadmit.com/thread.php?thread_id=5711717&forum_id=2#48858297) |