Source Post

Amazon Stock Crashes 28% – Is the Market Dead Wrong?

The German Value Investor analyzes Amazon's stock performance following a significant investment program announcement. Despite a recent price drop, the analysis suggests that Amazon's strong revenue growth, operating cash flow, and strategic reinvestment in areas like AI present a potential buying opportunity, though the author indicates the price may not yet be low enough for a full entry.

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Tickers discussed in this post

PYPLNeutralLow ConvictionResearch Only

PayPal is mentioned as a company currently facing amplified negative sentiment.

GOOGLNeutralLow ConvictionResearch Only

Alphabet is mentioned as one of the few companies, alongside Amazon and Meta, capable of making massive investments in AI and R&D.

METABullishHigh ConvictionSignal-backedSecondary

Meta's stock previously crashed due to heavy metaverse investments, but the author bought shares at that time, viewing the situation as a long-term opportunity similar to Amazon's current scenario.

AMZNNeutralMedium ConvictionSignal-backedPrimary

Amazon's significant investment program has led to a stock price drop, but the company's strong growth and cash flow suggest a potential long-term opportunity, though the author is waiting for a lower entry point.

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Tracked calls opened from this post

META
buy opened Mar 15, 2026
-2.54%