Core Viewpoint - Amazon.com Inc is the only stock among the Magnificent 7 experiencing a decline this year, with an EBIT margin of 11.37%, significantly lower than peers like Meta and Microsoft, raising concerns about its performance [1] Group 1: Profitability and Growth Segments - Amazon's low-margin retail business is overshadowing its high-growth segments such as AWS and advertising, which are driving robust expansion [3] - Amazon Web Services is benefiting from strong enterprise cloud demand and AI-driven workloads, contributing to its growth [3] - The advertising revenue is increasing over 20% year-on-year, operating at much higher margins than the retail segment [3] Group 2: Valuation Perspective - Amazon's forward EV/EBITDA is at 14.35x, significantly lower than Microsoft at 20.33x and Nvidia at 34.04x, indicating a compelling valuation [5] - The PEG ratio of 1.93 suggests that Amazon's growth potential is not fully reflected in its current stock price, as investors are primarily paying for growth in cloud and advertising rather than the low-margin retail business [5] Group 3: Market Perception and Earnings Impact - The structural contrast in Amazon's business model makes it unique among the Magnificent 7, with potential for outsized returns once market perception aligns with its growth segments [6] - The upcoming earnings release is critical, as investors will focus on AWS growth and advertising performance; any positive surprises could trigger a significant stock rally [7] - What appears as inefficiency in Amazon's financials is actually a strategic reinvestment in high-return areas, positioning it as a stock to watch closely within the Magnificent 7 [8]

Group 1 - The article discusses the investment strategy of a family office fund led by Amrita, focusing on sustainable, growth-driven companies that aim to maximize shareholder equity [1] - Amrita has a background in high-growth supply-chain start-ups and has experience working with venture capital firms, which has contributed to her investment acumen [1] - The newsletter "The Pragmatic Optimist," co-founded by Amrita, emphasizes portfolio strategy, valuation, and macroeconomics, aiming to make financial literacy accessible [1] Group 2 - The article mentions a previous "buy" rating on Twilio Inc. (NYSE: TWLO) following a selloff after Q2 FY25 earnings, indicating a potential investment opportunity [1]

🚨 JUST IN: Polymarket eyes between $12 billion to $15 billion valuation in new funding talks, up from $1 billion just 4 months ago, Bloomberg reports. https://t.co/UaCyAHwwEf ...

And there it is - Polymarket now at $15B and climbingAggr News (@AggrNews):*POLYMARKET IS SEEKING FUNDING AT A VALUATION OF UP TO $15B ...

Valuation - Kalshi is receiving funding offers at over $10 billion valuation [1] - The valuation is happening just weeks after raising $300 million at $5 billion [1] Funding - Kalshi raised $300 million recently [1]

Group 1 - The REIT Forum offers exclusive investment ideas and access to subscriber-only portfolios [1] - Amrita leads a family office fund in Vancouver focused on sustainable, growth-driven companies that maximize shareholder equity [2] - The Pragmatic Optimist newsletter, co-founded by Amrita, emphasizes portfolio strategy, valuation, and macroeconomics [2] Group 2 - Amrita has experience in high-growth supply-chain start-ups and has worked with venture capital firms to enhance user acquisition [2] - The newsletter has been recognized as a top finance newsletter and aims to simplify financial literacy and macroeconomic concepts [2]

As we await those earnings reports, BD8 Capital Partners founder and CEO Barbara Durand and senior markets commentator Mike Sani. Uh Barb, first um eerie weird kind of setup to earnings with Netflix down so much like 10% today on I mean blame Brazil a little odd, but what should investors watch for particularly when it comes to Tesla perhaps another one that's been hot reaction-wise to gauge how the market's feeling. Well, I think the the uh Netflix, you know, draw down is really reflective of what's happen ...

Kalshi and Polymarket are raising at higher valuations every 2 weeks at this point*Walter Bloomberg (@DeItaone):*KALSHI SAID TO GET INVESTOR OFFERS AT MORE THAN $10B VALUATION ...

Kalshi fielding investment offers at up to $12 billion valuation shortly after major funding round: Bloomberg https://t.co/1pRFdl6xh8 ...

Group 1 - The S&P 500 is near all-time highs, causing concern among investors regarding valuations [1] - A recommendation is made for gradual portfolio shifts away from large-cap tech stocks that have driven gains this year [1] - The analyst has extensive experience in technology companies and has been a contributor to Seeking Alpha since 2017 [1]