FindleysFinance retweeted
Bill Ackman took to CNBC, citing $META as "INCREDIBLY UNDERVALUED".
Meta is 33% of my portfolio, nearly 10% of Pershing Square's holdings.
Is he right?
Microsoft $MSFT needs to get XBOX and Gaming focused on making good games again.
Microsoft paid $69B for Activision. That capital hasn't bought a lick of growth yet.
Xbox, Q1 FY2027 (July–September 2026):
- Xbox revenue: $5.38B, -2% YoY (vs $5.51B)
- Xbox content and services: -2% YoY
- Xbox hardware: -14% YoY
- Devices and Consumer segment: $15.48B, -3% YoY
- Devices and Consumer operating income: $5.36B, +2% YoY
That's 4 straight quarters of declines, after Xbox fell 7% in FY2026.
FindleysFinance retweeted
The market is selling off $AMZN like it's HOT GARBAGE!
THE MARKET IS WRONG!
I ran the numbers on what Andy Jassy is projecting for AWS growth.
Q3 AWS: $46.0B = $184B run rate
Jassy: 40%+ growth in 2027 AND 2028
$46.0B × 1.4 × 1.4 = $90.1B/quarter by Q3 2028
$90.1B × 4 = $360B ARR, supported by a backlog of $578B
Cash flow math (TTM to Q3 2028):
AWS revenue: $161B × 1.96 = $316B
AWS operating income: $316B × 38% = $120B
Rest of Amazon: $756B sales × 7.5% = $57B
Total operating income: $177B (vs $104B today) + Depreciation $125B + stock comp $25B − working capital $20B = $307B operating cash flow (vs $168B today)
At $228, that's 14.8x TTM OCF and 8x 2028 OCF.
The market has lost its mind!
$AMZN announcesld AWS net sales increased 39.3% YoY!
This is its fastest growth in nearly five years, to a $184 billion annualized revenue run rate.
Even crazier, they are projecting 40%+ growth to AWS THROUGH 2028.
The market is selling off $AMZN like it's HOT GARBAGE!
THE MARKET IS WRONG!
I ran the numbers on what Andy Jassy is projecting for AWS growth.
Q3 AWS: $46.0B = $184B run rate
Jassy: 40%+ growth in 2027 AND 2028
$46.0B × 1.4 × 1.4 = $90.1B/quarter by Q3 2028
$90.1B × 4 = $360B ARR, supported by a backlog of $578B
Cash flow math (TTM to Q3 2028):
AWS revenue: $161B × 1.96 = $316B
AWS operating income: $316B × 38% = $120B
Rest of Amazon: $756B sales × 7.5% = $57B
Total operating income: $177B (vs $104B today) + Depreciation $125B + stock comp $25B − working capital $20B = $307B operating cash flow (vs $168B today)
At $228, that's 14.8x TTM OCF and 8x 2028 OCF.
The market has lost its mind!
$AMZN announcesld AWS net sales increased 39.3% YoY!
This is its fastest growth in nearly five years, to a $184 billion annualized revenue run rate.
Even crazier, they are projecting 40%+ growth to AWS THROUGH 2028.
$META grew revenue at 26% YoY IN JUST ADVERTISING!
Just imagine if they actually launched Meta compute and competed for cloud revenue on top of this!
The market IS NOT BULLISH ENOUGH!
Am I the only one to think $AMZN is ONE OF THE BEST BUYS IN THE MARKET?
How does the market not see the obvious ROI on this capex?
AWS growth of 40%+ through 2028 IS INSANE!
$AMZN announcesld AWS net sales increased 39.3% YoY!
This is its fastest growth in nearly five years, to a $184 billion annualized revenue run rate.
Even crazier, they are projecting 40%+ growth to AWS THROUGH 2028.
$AMZN announcesld AWS net sales increased 39.3% YoY!
This is its fastest growth in nearly five years, to a $184 billion annualized revenue run rate.
Even crazier, they are projecting 40%+ growth to AWS THROUGH 2028.
$GOOG saw cloud growth EXPLODE, up 102% YoY for Q3!
Capital expenditures are up from $24 Billion to $51 Billion in the quarter.
Clearly the company is building to capture demand.
THIS IS HOW BUYING THE DIP CAN HELP YOU BUILD WEALTH!
$MSFT is up 0% in the past year.
I started my position in June, when everyone else was running away.
Now I'm up more than 47% in a few months.
FindleysFinance retweeted
$GOOG owns a 14% stake in Anthropic.
I would rather buy Google at $4T with $185 Billion TTM OCF than buy Anthropic at IPO.
What am I missing?
Bill Ackman took to CNBC, citing $META as "INCREDIBLY UNDERVALUED".
Meta is 33% of my portfolio, nearly 10% of Pershing Square's holdings.
Is he right?
FindleysFinance retweeted
Cloud services revenue is EXPLODING!
Here's the top 5 cloud businesses in the US market.
1. Amazon $AMZN
AWS captures 28% of cloud revenue
Cloud services revenue is EXPLODING!
Here's the top 5 cloud businesses in the US market.
1. Amazon $AMZN
AWS captures 28% of cloud revenue
