AMZN
❓ Amazon’s significant 10% drop raises questions, especially when compared to Chinese e-commerce peers like Alibaba and PDD, which didn’t fall as much.
🇪🇺 The fall is partly attributed to fears of European tariffs, potentially retaliation for US actions, alongside existing issues like French fees on book deliveries deemed protectionist.
📉 Despite the sharp decline, the analysis suggests the market reaction might be exaggerated and disconnected from company fundamentals, potentially presenting a buying opportunity, recalling its resilience post-dotcom crash.
@bernardodegarcia:
“How is Amazon falling 10%? Are they going to put tariffs on Chinese products from Amazon? I mean, how is Amazon falling 10%, and Alibaba or Pinduoduo are barely moving? Pinduoduo down 4%? What exactly is happening? What audacity is this? Is Amazon falling 10% due to fears that Europe will impose tariffs on Amazon? And isn’t this directly discriminatory? I don’t know, Jack, it seems like total audacity to me. But well… It seems we’ve taken a huge hit, excuse my salty language, but what we’ve experienced this year is -1%. So, I perfectly understand… we go to Amazon, -20%, -18%. So, we’re not yet in that absolute panic. It’s good, it’s very good, but the last time Amazon fell hard, it was 50%. Ah, there you speak, carallo! And it wasn’t during COVID, eh? We’re talking about… what year was this? In 2022. Amazon fell 50% in 2022, and many other stocks did the same, Microsoft and others. So, you haven’t fallen half yet. The market is controlled by fear and greed, totally agree, and now there’s fear. And there’s another thing, which are the companies. And just like Amazon in the dot-com crash continued to grow as a company, but its shares reached figures of a dollar, half a dollar, and so on, right? And then, obviously, that turned around. I mean, Amazon multiplied by more than 2000. We’re talking about that level. You can find stocks that over the next 10 years multiply by 2000. You can find companies that change your life, okay? Don’t get carried away by fear right now.”
Watch the exact part of the video where @bernardodegarcia talks about Amazon here:
Watch the video on YouTube
Read more articles analyzing Amazon (AMZN) at the following link. AMZN stock.
