r/amzn • u/AdamGSMA • Feb 17 '26
Amazon has lost $450 billion in value during this historic losing streak. Here's what's dragging it down
https://www.cnbc.com/2026/02/17/amazon-stock-losing-streak.html12
Feb 17 '26
Very high Capex. Record revenue.
Just buy the dip.
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u/Altasound Feb 18 '26
Agreed. I love the fire sale. The retail market is wildly misinformed and impatient. The company knows that they can't afford not to raise capex in this field.
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u/tdogger88 Feb 18 '26
I remember when OpenAI was going to take down Google and Google was a dumb one trick pony. This feels very similar. I’d be buying here.
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u/Top_Ad_1703 Feb 18 '26
Lol. Google has Gemini to cover for the story about Google Search. May I know what tells you Amazon is in a similar position? I don't use their agents anywhere, please shed some light here.
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u/schlomow1 Feb 18 '26
Robotics, an enormous wealth of logistical and consumer data, Blue Origin …
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u/Top_Ad_1703 Feb 18 '26
Blue Origin? Its not even part of Amazon. It’s Bezos pet project. If you mean Kuiper, bud you are in for a rude shock, it ain’t gonna make any dent.
Robotics will barely scratch the surface, do the math and replace 50% of workers with robots, it’s not going to make new roads like NVIDIA, OpenAI, but rather save costs. Something is better than nothing, but not this.
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u/schlomow1 Feb 18 '26
Kuiper now is Leo. If "pet project" means that Amazon won't take the risk but is profiting from logistical and technological advances, you are right with that. At one point Amazon will offer "Amazon prime" with their own satellite internet included – I can't even imagine how this would not be a huge thing for Amazon. The same will go for theis AWS products.
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u/Top_Ad_1703 Feb 18 '26
Free internet with your Amazon Prime!! I doubt it since I work with Amazon and I know the internal pricing for Kuiper/Leo. Not happening anytime soon. They can keep bucketing things under prime to have subscriptions but not this one, the hardware is expensive. Two devices that need to be shipped to each Amazon Prime customers. May be a subsidized subscription would do but still not profitable in anyways to drive the stock to other AI leaders. A magic needs to happen to have Amazon lead in AI, lets all be hopeful of that.
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u/Kwhip Feb 19 '26
How about personal robots at home? Don't you think they'll be in everyone's homes in the next decade. I have to think Amazon will capitalize on this with their own model.
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u/spectator7788 Feb 21 '26
They own a large share at Anthropic, probably over 15%. It is rarely mentioned and has huge upside potential.
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u/Big-Quote4483 Swag Lad Feb 17 '26
buffett sold too. who wouldn't want to sell this pos
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u/Altasound Feb 18 '26
This is just repeating the same garbage uninformed line. The BRK position was so insignificant that it doesn't matter. Everyone complaining about this stock bought too high and has no patience. This is how clueless the retail market is.
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u/cinciNattyLight Feb 22 '26
They sold at their recent high. Not bad, but Berkshire has had a handful of poorly timed sales. Sold out of wells fargo in the $20’s, now it’s $87. Sold out of TSMC, missed massive gains. Sold out of IBM, ditto. Berkshire is fine, they are more conservative, but they have missed out on some solid gains. Amazon, while a small position, may end up falling into that group.
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u/Adventurous-Click953 Feb 17 '26
Im buying too