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To celebrate hyperscalers nuking the AI trade yet again, the agentic-friendly #LynchPin portal is now LIVE! 🚀🍾
Try it out: lynchpin.fyi 🥂
It’s 100% free — no registration required:
🔹 Run valuations
🔹 Check technicals
🔹 Deep dive your favorite stocks
🔹 Access real-time scans & more 😎
#quant #investing
Setup your own quant portal -> github.com/duman190/the-lync…
See live $AMD scan example below with #LynchPin engine.. 👀
(as mentioned earlier, deep dive prompts return works great with free Claude plan and Sonnet 5.5 high)
The Lynch Pin retweeted
There it is.
Over 60% of the S&P 500's components are now in bear market territory, down -20% or more from their record highs.
Four of the Magnificent 7 stocks are now in bear market territory, with these seven names erasing a combined -$4 trillion in market cap since their highs.
We are in a "stealth" bear market.
And, we believe it's a huge opportunity as we outlined below on October 15th.
The Lynch Pin retweeted
I can't even explain a good earning & guidance like this and the stock still falls 10%. $AMZN
$AMZN Q3 EARNINGS
• Revenue $201.9B vs Est. $202.1B
• EPS $1.89 vs Est. $1.96
• AWS Revenue $46.0B vs Est. $44.9B
• Operating Income $28.1B vs Est. $26.1B
Q4 Guidance
• Revenue $244B vs Est. $244B
• Operating Income $31B vs Est. $33B
The Lynch Pin retweeted
One thing I’ve noticed over the past couple of years is investors now put an insane emphasis on acceleration or deceleration.
Historically absolute growth mattered, multi-year growth mattered, earnings and profits, mattered, now the only thing that matters is “are they accelerating or decelerating!?!”
My guess is over time the market will shift back to valuing long term earnings and cash flows, and investors won’t be able to remember which quarter a particular stock had accelerated or decelerated its growth.
I really like the direction all my holdings are going; all of them commanding higher intrinsic earnings power each year. Their moats are huge, and the future allows for a huge amount of verticals for them to expand into.
The Lynch Pin retweeted
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.
The Lynch Pin retweeted
BREAKING: Oracle stock, $ORCL, surges over +12% after announcing expectations that free cash flow will reach $30 billion in FY2029.
Investors had expected free cash flow to remain negative in that year.
The company is also guiding for $225 billion in revenue by FY2030.
The Lynch Pin retweeted
AMAZON $AMZN CEO ANDY JASSY JUST SAID:
"WE HAVE EVEN MORE CONVICTION THAN WE ALREADY HAD THAT THE INVESTMENT WE'RE MAKING IN AWS WILL YIELD A MUCH LARGER REVENUE AND FREE CASH FLOW GENERATING BUSINESS THAN WE WOULD'VE IMAGINED A FEW YEARS AGO... WE ARE IN A 10 TO 20 YEAR CYCLE"
AMAZON $AMZN IS DUMPING ON AN EARNINGS DOUBLE MISS, DOWN 10% 🩸🩸🩸
Q3 EPS: $1.89 vs $1.97 est ❌
Q3 Sales: $201.944B vs $202.308B est ❌
The Lynch Pin retweeted
$AMZN CEO says the company still expects about $220B in cash CapEx for 2026, with spending expected to increase "meaningfully more" in 2027.
"Customers are consuming new capacity almost as quickly as Amazon installs it."
The Lynch Pin retweeted
- SaaS is selling off
- AI trade is selling off
- Mag 7 is selling off
- Treasuries are selling off
NO PLACE TO HIDE.
The Lynch Pin retweeted
Alphabet grew revenue 25%, doubled Cloud, and still fell 12%.
The reasons:
>$51.4B of quarterly capex
>negative $9.1B FCF
>zero buybacks 🤯
>SpaceX holdings lost value
The company is now a vertically integrated AI play. Will the spending pay off?
The Lynch Pin retweeted
Amazon Craters As Cash Burn Explodes zerohedge.com/markets/amazon…
The Lynch Pin retweeted
Worth noting that Grok @Bot has no free tier
Grok Bot is growing at an absolutely insane pace
Daily active users have increased for 16 consecutive days, marking its longest growth streak since launch
Here's how fast it's growing:
• Under 100K daily active users in early September
• Over 600K daily active users by October 26
• More than 6X growth in less than two months
And this is only the beginning
The Lynch Pin retweeted
$INTC CEO sees server CPU market growing 5x to over $200B in five years as AI agents take off saying “the ratio of CPU to GPUs used to be 1-to-8 and now it is 1-to-4.”
That's effectively twice as many CPUs per GPU as AI agents run more code and tools which could create another massive growth opportunity for $AMD, $ARM and $NVDA beyond GPUs alone.
The Lynch Pin retweeted
$AMZN CEO Andy Jassy says CapEx will rise “meaningfully more” in 2027 from ~$220B this year with AWS customers consuming capacity almost as fast as it's installed.
Pretty telling for $NBIS, $IREN and $CRWV when even $GOOGL is now renting outside compute because hyperscalers simply can't build fast enough.
