Bullish AMZN thesis by tomtrades

AMZN - Amazon.com Inc - Consumer Cyclical

AMZN has been bouncing around like a caffeinated squirrel the last year, but let's be honest, anyone buying near 209.87 right now is either lucky, insane, or both. Just scroll the chart: this thing dropped to the low 170s last spring, only to rip all the way up over 240 by January, and now it's cooled off back into the low 210s. That's not just volatility, that's opportunity if you catch it on the right side. And I think this cycle is setting up for another leg higher, with 247.10 squarely in my sights.

Amazon Web Services is still the print money machine everyone wishes they had. The last earnings call had management dropping hints about reaccelerating cloud demand, and AI workloads are only going to juice that segment further. E-commerce margins have been creeping up as logistics investments finally stop being pure cost centers. This isn't the same margin-starved retail monster from three years ago. If AWS growth snaps back to even mid-teens, the street's going to have to rerate the whole business.

Here's the fly in the ointment: competition in the cloud isn't going away and Microsoft keeps eating share. If Azure keeps up the current pace, AWS can't coast. But Amazon's sheer scale gives them room to play offense in both cloud and retail plus the advertising segment is becoming a dark horse earnings driver. People keep sleeping on that, but it's a high-margin business that's just getting started.

The next big move could come with Q1 earnings. If AWS growth comes in strong and the retail margin story keeps holding up, I wouldn't be surprised to see a sharp move right past 245. No guarantees this is Amazon, not a lottery ticket but the risk/reward at these levels feels pretty good if you can stomach the swings.

Bullish

Created Mar 21, 2026

Community vote

Entry Price

$209.87

Above

$247.10

Target Date

May 9, 2026

Karma

126 to 17663

Above target (win)Projection

Comments

Mar 24, 2026 · 14:03

You're not wrong about the wild swings, but calling it opportunity every time feels a bit like gambler’s logic. Amazon’s got the cloud and all, but I’d wanna see something more than just chart acrobatics to bet on that 247 target in two years. If you’re buying here, hope you’ve got patience for more rollercoaster moves, because this isn’t exactly the definition of “steady growth” right now.

Mar 27, 2026 · 13:51

Bro if AMZN’s a caffeinated squirrel then I’m just here trying to grab some acorns before it rockets up another tree. That 209 handle feels like a Black Friday deal compared to where this thing likes to party. Betting against Bezos magic is like shorting oxygen, good luck with that.

Mar 28, 2026 · 14:06

I get the squirrel analogy, but honestly, chasing every swing on AMZN feels risky unless you’ve got a strong stomach. The 209 area could work out if AWS keeps delivering, but I’d want to see actual margin growth or new revenue streams, not just another trip up the rollercoaster. Wild rides don’t always end up higher.