AMZN · Amazon
AMZN — Attributed statements and research notes, reproduced as stated. Not investment advice.
What published research said about AMZN in the last 14 days
Pieces from the paid research publishers Quant Data reads whose primary ticker was AMZN, from the ingestion ledger as of 2026-10-23. Titles belong to the publishers. This is a record of who wrote about AMZN, not an endorsement of what they wrote.
| Date | Publisher | Title | Directional statements |
|---|---|---|---|
| 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 |
Each piece is tagged with one primary ticker; passing mentions of AMZN inside pieces about something else are not counted.
Directional statements on AMZN, on the record
Each row is a dated fact: a named source expressed a direction on AMZN. Where a publisher relayed a broker's rating change, the originating voice is in the "via" column. None of these is a recommendation from Quant Data; they are recorded so they can later be checked against what the price did.
| Date | Publisher | Via | Stance | Statement |
|---|---|---|---|---|
| 2026-10-19 | James Bulltard | author's own account | Bullish | Sold 100 more of the December $235 puts for $5.73. |
| 2026-10-19 | TMT Breakout | Morgan Stanley | Bullish | Added to Top Pick list with a price target raised to $350, citing AWS acceleration. |
| 2026-10-08 | James Bulltard | author's own account | Bullish | Sold 100 more December 235 short puts for 5.75. |
| 2026-10-05 | TMT Breakout | TD Cowen | Bullish | 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 | Bullish | 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 | Bullish | Overweight, price target $338, citing demand exceeding supply and revenue acceleration into early 2027. |
| 2026-10-01 | AlphaPick | Alpha Picks (Seeking Alpha Quant) | Bullish | 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 | Bullish | Turned positive on Amazon, citing AWS committed-spend acceleration of about 300bps in Q3. |
| 2026-09-04 | James Bulltard | author's own account | Bullish | 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 | Exited | Closed out the Amazon position, citing FTC headlines and repeated false breakouts. |
Research notes that mention AMZN
- October 23, 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
- October 19, 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
- October 15, 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
- October 8, 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
- October 5, 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.
- October 2, 2026 — Seven research notes from seven publishers: FCC optical transceiver rules, memory price hikes, China liquidity, and a stack of sell-side rating changes
- October 1, 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
- September 30, 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
- September 4, 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
- September 1, 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
Attributed statements and research notes, reproduced as stated. Not investment advice.
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