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@dindincheri: Tóc siu mềm mượt, thơm xĩu 🌸 #dauduongtoc #duongtoc #tinhchatduongtoc #raip #dindincheri
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Tuesday 07 July 2026 11:35:03 GMT
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Day 34 of the Flank Challenge. Amazon just "beat" earnings expectations by 216%. That number is fake, and almost nobody is talking about it. Amazon posted diluted EPS of $5.75 against $1.68 a year ago. Enormous. Except sitting inside that number is $53.4 billion of non-operating other income, and most of it is a mark-to-market gain on their stake in Anthropic. That is not money Amazon earned. That is a private company getting revalued on paper. Here's how you can tell it broke something: ➡️ Trailing PE is about 22. Forward PE is 32. For a company growing 20%, that is backwards ➡️ The inflated trailing earnings crushed the trailing multiple, so Amazon screens as cheap to every single person running a stock screener today ➡️ Strip the Anthropic mark and the real beat was closer to 8% However, this still was a great quarter for amazon: ➡️ The quarter underneath the fake number was genuinely strong: net sales up 20% to $200B, operating income up 43% ➡️ AWS grew almost 37% while expanding margins. AWS is 21% of revenue and 60% of operating income. AWS is the powerhouse of Amazon Amazon is not cheap. This is why you shouldn't just rely on a screener for your investments - you need to understand the business. Learn how to do this with me and follow my full Amazon research on Flank. Come do it with me. Link in bio. What else is screening "cheap" right now that you don't trust? #amazon #amzn #stocks #investing #flankinvesting
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