VegasInvestor702

Seen this movie with Amazon before: big headlines, then execution slips. In 2014 and 2018, they promised transformation, delivered margin pain, and only recovered when fundamentals caught up. Without clear catalysts, the 'line' talk feels premature.

The 'line' narrative feels thin; AMZN EPS missed by ~10% and same-store sales down 0.5% YoY. Guidance looks soft.

Feels like they’re just holding steady while margins compress. I think sentiment’s fading unless they show real growth.

Thinking about nibbling $TTWO, but what’s the realistic timeline for a cash drop? Any guidance from management or partnership pipeline? How does it compare to $GME’s 2021 playbook, and what’s the downside if they stall again?

Seen this movie: buzz, then months of delays. Cash or not, the market rewards execution, not promises.

Kinda excited, but nervous about another stall.

For those adding, what’s your stop? Any concerns about CRM’s margin pressure or sales execution in 2024?

Everyone’s hyped, but is this really a buy?

Feels like the headline says, 'We’re shocked it’s cheap, so maybe it’s time to buy.' But cheap relative to what? If fundamentals haven’t changed, why rush now? I’m skeptical this is a real opportunity.

Higher rates cap multiples; $200 feels stretched without rate cuts.

For a long-term holder, what exactly would make $200 credible? Do they need margin expansion, subscription stickiness, or AI revenue acceleration? How does this compare to MSFT’s trajectory and AMZN’s cloud share gains?

Seen this movie; targets fade until execution delivers.