Must tell my wife to minimize buying from AMZN, her privacy was sold.
Google has been actively pitching their cloud services by giving away freebies to entice customers. AWS growth will only go down from here.
I do not follow above rules. I just follow buy at dip, catch knife fall, sell whenever I feel enough return. Rotate the cash further.
I did a search. Your rules as spelt out long ago are:
PEG < 3
PE < 50
RSI < 50
Once switched to trading, it is just buy low and sell high whichever I am comfortable.
Even during TSLA results, I tried to analyze, but nothing concrete conclusions, stayed away.
AMZN was really an easy cake, after the results are declared !
AWS rev was 9B last quarter, and still growing 35% yoy. For comparison, Intel also announced earnings on the same day. Its rev was 19B, flat yoy.
At growth rate north of 30% it will take AWS just two years to match the entire Intel. If you peg the growth rate at average of 20% for the few years after that it will take AWS 4 more years to double again. Current market cap of Intel is 250B. How much should AWS be worth?
Jim agreed with me that not to buy AMZN at his level 
Uh oh.
Microsoft wins major defense cloud contract, beating out Amazon
All time high after hour now.
Sore Loser?
Trump screwed them.
Itâs one contract.not the end of the world. Keep innovating
No need to regret today. Regret tomorrow? 
Not this Monday
Is Market dumping clouds and back to FAANMG?
Goog miss eps by $2 and hardly drop.
Copied from reddit (not my original work) someone posted about GOOGL.
It is a mistake to think that Alphabetâs results were a disappointment. Q3 numbers included a $1,528 million unrealized loss on equity investments compared to a $1,382 million gain in Q3 2018. Adjusting for this, profit before tax increased 16.7%.
The disclosure can be clearly seen on page 9 of the report under âGain (loss) on equity securities, netâ. Adjusting for this, the company would have reported a Q3 profit before tax of $10,156 million compared to $8,701 in Q3 2018.
Alphabet did not report which investments made the loss but commentators have suggested they could be Uber and Slack. Two stocks that Alphabet had invested in and that have seen their stock price decline in the quarter.
As a result, I believe the bull thesis for the stock is unchanged. Unrealized equity gains and losses on third party businesses are not a reflection on Alphabets core business. The core business revenues grew strongly, just as they did in the second quarter.
This is not a recommendation to buy or sell. Stocks are risky and not suitable for everybody. Please do your own research.
This is my own guesstimate:
AMZN hit one of the rare bottom, at $1624-1650 range, bound to go up as this is year-end sales time. Earnings reduction, by high dispatch cost+tariff, is compensated by revenue increase. Fundamentally, company is strong. With two more rate cuts (including tomorrow), better days for AMZN.
Of course, natural Dec dip is there, but AMZN wonât touch easily back at 1650 level soon in next 90 days.
Std caveat/Warning: This is not a recommendation to buy or sell. Stocks are risky and not suitable for everybody. Please do your own research.