AMZN

Short · lags the market Closed

1 week horizon · Consumer Cyclical · submitted Mar 2, 2026, 11:18 AM PT

Tyler Nguyen@tnguyen_trades

Result vs S&P 500

Lagged the market

Mar 3, 2026 → Mar 10, 2026

The thesis

1.Margins are expanding faster than the street expects
2.Margins are expanding faster than the street expects

What would prove me wrong: Guidance gets cut at the next earnings call

Reasoning review (self-reported)

The author hasn't reviewed this call yet.

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