AustinFindsAlpha
@AustinsStocks
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Finding alpha in markets. Team America. My tweets are not financial advice. Early $PLTR $SOFI Now covering: $GOOG $AMZN Youtube ➡️https://t.co/uzrD2J6FYn
Arizona, USA
Joined September 2021
Almost all the negative sentiment I am seeing on $AMZN is related to the price action, and nothing to do with the business. Reminds me of $GOOG & $SOFI right before they made their moves.. People called them an opportunity cost, and let the price action dictate their long-term
last time $AMZN was even close to these levels was early August maybe getting some legs under it… entered at $222 looking for $250 by end of year assuming 1.) AWS accelerates 2.) tariffs don’t hurt operating margins 3.) catches up with other Mag 7 also….its freaking amazon
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I believe this deal is bigger than its being given credit for after watching Palantir’s impact and multiple months of continued AI priority from the West Wing $GOOG $GOOGL
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Federal district court judge rules taxpayers must fund infinite refugee daycare scams. This is not a legitimate system. This is not democracy.
BREAKING: A federal judge ruled that the Trump administration cannot block federal money for child care and other social service funding to five states for now.
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The future is gonna look different…
Amazon's $AMZN latest store concept is a Walmart-style supercenter - Insider
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$AMZN advertising massively slept on
Interview with an advertising expert on CTV growth identifies $AMZN as the fastest-growing player in streaming advertising ( $NFLX, $DIS, $WBD ): - The expert explains that linear TV ad spending declined YoY in Q4 2025, primarily due to continued audience migration from cable
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Very good for Google Cloud. $GOOG $GOOGL
Interview with an industry expert on how enterprise clients are now benchmarking multiple AI models, with $GOOGL's Gemini 3 outperforming in key areas ( $MSFT, $AMZN ): - The expert emphasizes that $GOOGL's Gemini 3 is clearly gaining traction in enterprise integrations,
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I bought Palantir shares for the first time in four years yesterday. 🚨 Ice, irs, fraud discovery, ukraine, israel-gaza, doge, venezuela, the defence reformation with a soon-to-be bigger budget…. all roads lead back to Karp & $PLTR Material improvements to AI will dump gas on
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oAI is getting obliterated by chinese opensource models, google’s distribution & cost to serve, a pending “nonprofit” lawsuit, and brain drain to Meta. Will Sam Climb the Mountain? Does he pull it off?
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I recently watched “There will be Blood” $GOOG $GOOGL
Gemini is eating Openai's Traffic.... Just a few months ago, people were saying $GOOGL would be disrupted... We were literally trading at 18× earnings. $GOOGL is still gonna generate more than $100 billion in Free cash flow, Plenty resources to keep growing
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24 years between these two moments: “I can hear you! The rest of the world hears you! And the people who knocked these buildings down will hear all of us soon” #NeverForget Turning the Freedom Tower Islamic green is every bit as distasteful and wrong as if the NRA were to
The resilience, compassion, and contributions of Muslim communities help make our state stronger. Tonight landmarks across the state are lit green as New York celebrates Muslim American Heritage Month.
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Remember when I said Google’s investment gains were not only a bad reason to sell because their business is booming without, but that their investment gains were likely to continue? $ASTS Anthropic, and SpaceX, all in the last month has skyrocketed (pun-intended), and will
@stockpickerspb Red herring that they are only increasing EPS due to SpaceX gains. Look at their operating metrics which exclude investment gains. Does any serious analysts anticipate that Anthropic, SpaceX, Apptronik will be worth less 5 years from now? When did we start punishing companies
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Wow huge gains for Gemini $GOOG $GOOGL
First Global AI Tracker of 2026 Gen AI Website Worldwide Traffic Share, Key Takeaways: → Gemini surpassed the 20% share benchmark. → Grok surpasses 3% and is approaching DeepSeek. → ChatGPT drops below the 65% mark. 🗓️ 12 Months Ago: ChatGPT: 86.7% Gemini: 5.7%
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It’s wild how someone with 99% overlap with Bill Clinton’s political opinions from 1999 Is now considered a right wing extremist ~~~ “America should be strong” “Racism is bad” “Communism is bad” Now all have asterisks to be acceptable positions
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I have been applying leverage and adding new money to $AMZN under $225 & $SOFI under $27. Now 16%, and 12% of the port, number 2 and 3. 60% options/40% stock, and 25% options, 75% stock, accordingly. Total leverage is about 12% of the portfolio, so it’s not insignificant.
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Amazon $AMZN AWS has raised pricing for EC2 Capacity Blocks for ML by about 15%, with H200-based p5e.48xlarge moving from $34.61 to $39.80 per hour in most regions and p5en.48xlarge from $36.18 to $41.61, while US West (N. California) p5e went from $43.26 to $49.75 - The Register
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Nvidia $NVDA announced Alpamayo, an open-source end-to-end autonomous driving stack at CES: Alpamayo 1 (10B-parameter vision-language-action model that maps camera + telemetry to driving trajectories), AlpaSim (open-source sim framework on GitHub), and Physical AI Open Datasets
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The future is loading… $GOOG $GOOGL
Google DeepMind 🤝 @BostonDynamics Our new research partnership will bring together our advancements in Gemini Robotics’s foundational capabilities to their new Atlas® humanoids. 🦾 Find out more → https://t.co/Z4fL9ixjW3
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Geopolitics are for pragmatists and those who have studied history
My favorite tweets today have been from the people who’ve asked: What’s to stop Iran or China or Russia now from flouting the international order?? First, ha ha ha. Please read about Iran and China and Russia. Second, the answer is: the United States, generally. Been this way
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