AMZN · Amazon
AMZN — Declarações atribuídas e notas de pesquisa, reproduzidas como publicadas. Não é aconselhamento financeiro.
O que a pesquisa publicada disse sobre AMZN nos últimos 14 dias
Peças dos publishers de pesquisa paga que o Quant Data lê cujo ticker principal era AMZN, do registro de ingestão em 2026-10-23. Os títulos pertencem aos publishers. Este é um registro de quem escreveu sobre AMZN, não um endosso do que escreveram.
| Data | Publisher | Título | Declarações direcionais |
|---|---|---|---|
| 2026-10-23 | SemiAnalysis | Amazon’s Trainium Takes a Strike at the Training King | 0 |
| 2026-10-23 | TMT Breakout | TMTB Podcast Intel: Amazon’s (AMZN) Andy Jassy, Ramp’s Economist on Who Pays for AI, Sharp Tech on Netflix (NFLX), Cloudflare’s (NET) Matthew Prince, SemiAnalysis on ASML (ASML), OpenAI’s Sarah Friar | 0 |
Cada peça é marcada com um único ticker principal; menções de passagem a AMZN dentro de peças sobre outro assunto não são contadas.
Declarações direcionais sobre AMZN, em registro
Cada linha é um fato datado: uma fonte nomeada expressou uma direção sobre AMZN. Quando um publisher repassou a mudança de rating de uma corretora, a voz de origem está na coluna "via". Nenhuma delas é uma recomendação do Quant Data; elas são registradas para que possam depois ser confrontadas com o que o preço fez.
| Data | Publisher | Via | Posição | Declaração |
|---|---|---|---|---|
| 2026-10-19 | James Bulltard | author's own account | Altista | Sold 100 more of the December $235 puts for $5.73. |
| 2026-10-19 | TMT Breakout | Morgan Stanley | Altista | Added to Top Pick list with a price target raised to $350, citing AWS acceleration. |
| 2026-10-08 | James Bulltard | author's own account | Altista | Sold 100 more December 235 short puts for 5.75. |
| 2026-10-05 | TMT Breakout | TD Cowen | Altista | Reiterated Buy with a price target of $350, expecting AWS growth to accelerate to 41.2% in Q3. |
| 2026-10-02 | James Bulltard | author's own account | Altista | Rolled 300 December short puts from 225 to 230 and added 100, collecting $6.49 (short put = bullish exposure); willing to hold more below 230. |
| 2026-10-01 | TMT Breakout | Wells Fargo | Altista | Overweight, price target $338, citing demand exceeding supply and revenue acceleration into early 2027. |
| 2026-10-01 | AlphaPick | Alpha Picks (Seeking Alpha Quant) | Altista | Rates Amazon bullish, ranked second in consumer discretionary on its quant ratings; treats September seasonal weakness as a buying window; no price target given. |
| 2026-09-30 | TMT Breakout | BMO | Altista | Turned positive on Amazon, citing AWS committed-spend acceleration of about 300bps in Q3. |
| 2026-09-04 | James Bulltard | author's own account | Altista | Says Amazon looks badly mispriced heading into the Anthropic IPO, despite weak recent price action; no options structure specified. |
| 2026-09-01 | James Bulltard | author's own account | Saiu | Closed out the Amazon position, citing FTC headlines and repeated false breakouts. |
Notas de pesquisa que mencionam AMZN
- 23 de outubro de 2026 — Ten research notes from nine publishers: Tech earnings anxiety triggers market rotation to defensive sectors, while Amazon's Trainium3 and Microsoft's Copilot show structural progress
- 19 de outubro de 2026 — Ten research pieces from seven publishers: S&P 500 narrowness mirrors 2000 top, 2027 datacenter buildout accelerates to 50GW, and CoreWeave credit risks rise
- 15 de outubro de 2026 — Ten research pieces from six publishers: ASML and TSMC earnings reviews, Anthropic's Q3 revenue debate, and a deep dive into ASML's secret hybrid bonding tool
- 8 de outubro de 2026 — Twelve research pieces from eight publishers: OpenAI's ARR accounting controversy, TSMC's capacity expansion, Micron's labor dispute, and China's speed-first AI safety regime
- 5 de outubro de 2026 — Quant Data Daily Research Notes for 2026-10-05: Eleven pieces from seven publishers covering macro liquidity, semiconductor substrates, enterprise AI security, and tactical options strategies.
- 2 de outubro de 2026 — Seven research notes from seven publishers: FCC optical transceiver rules, memory price hikes, China liquidity, and a stack of sell-side rating changes
- 1 de outubro de 2026 — 12 pieces from 9 publishers: Micron's fiscal Q4 and 2028 supply claims, Gemini 4 Argon, a silicon photonics foundry map, and a 5.33% US 10-year
- 30 de setembro de 2026 — Eight pieces from five publishers: Micron's fiscal Q4 beat and lower gross-margin guide, a first look at FTAI's power business, and a contrarian Treasury note
- 4 de setembro de 2026 — Seven publishers, seven pieces: Damnang's optical re-rating map, Capital Wars on Treasury QE, Samsara's beat-and-raise, and a Marvell plasmonics tripwire list
- 1 de setembro de 2026 — Nine research notes from seven publishers: Dell and Palo Alto beat, MongoDB misses the buy-side bar, and a stack of sell-side rating changes
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