There is a change in strategy. I read the results, GOOGL is fine to buy as their results are far better. When it dips further, I will add some more.
AMZN has recently increased $15 wages, that was not in Q3, but will reflect in Q4.
Similarly, USPS price increases was not in Q3, but will affect Q4.
Tariff impacts affect AMZN, not in Q3 but in Q4 (10%) and Q1 (25%).
Analysts expect these additional expenses, while revenue forecast is less, eating the profit margin.
I will not add AMZN, but will add some NFLX.