What’s everyone doing before the earnings call next week?
For context, I have like 470 shares and I want to use some for a home project this year but nothing I need to spend in the next month or so Amazon is also 25% of my portfolio so I wanted to diversify. Should I just hold out until next week or sell now while it’s been ramping up?
Amazon’s internal chip business apparently already hit a $20 billion run rate, which sounds massive, but the company is also planning huge AI infrastructure spending that could keep cash flow under pressure. So is the market still underestimating AWS and AI here, or is this getting too expensive for the payoff timeline?
Micron could be more profitable than Amazon and Meta by 2027.
Yes ahead of AWS and Meta ads!!!
Driven by AI memory demand, supply constraints, and pricing power.
But we’ve seen memory cycles before…
Is this time different?
Earlier this morning, a stabbing occurred near the bathroom area closest to the front break room. The incident reportedly took place around the time of second break.
Employees working the Saturday–Tuesday schedule were granted non-worked paid time; however, no formal communication has been made to the rest of the staff. Employees scheduled to start on Sunday are still expected to report to work and have not been granted the same consideration.
At this time, no arrests have been reported.
There are also reports of blood present throughout parts of the facility, which raises concerns about a potential biohazard and overall workplace safety.
Management needs to be transparent and accountable regarding this situation. Employees deserve clear communication about what occurred, what steps are being taken, and how their safety is being addressed.