Raymond James analysts predict near-term earnings pressure for Amazon due to tariffs, macro uncertainties, and investment intensity. Ragnar Lothbrok weighs in on this modern-day raid gone sour.
Raymond James analysts predict near-term earnings pressure for Amazon due to tariffs, macro uncertainties, and investment intensity. Ragnar Lothbrok weighs in on this modern-day raid gone sour.

The Seer's Prophecy: Amazon's Decline?

Hark shield brothers and shield maidens! Ragnar Lothbrok speaks! I hear whispers from the so called 'Wall Street,' a place more treacherous than the North Sea in winter. These…'analysts'…at Raymond James they say Amazon's mead horn is running dry. They downgrade the stock like demoting a berserker to latrine duty. Their price target once soaring higher than Floki's wildest dreams now plummets like a fool from a cliff! They call it 'outperform' now instead of 'strong buy'. Ha! Sounds like a shieldmaiden who can only knit!

Tariffs: A Dragon's Hoard Under Siege

This 'Josh Beck' speaks of 'tariffs' and 'macro uncertainties.' Sounds like the grumbling of dwarves guarding a dragon's hoard. It seems these tariffs like taxes from King Aelle are biting into Amazon's profits. He says these taxes on goods are impacting Amazon's advertising. Much of it comes from China. It is like taking a ship across the sea and finding a village that speaks a language you do not know!

Investment: Is Bezos Building a New Great Hall?

They also complain of 'steepening investment intensity.' Is this Bezos fellow building a new Great Hall for the gods? Or perhaps a fleet of ships to sail to even stranger lands? These investments they say are not yet bearing fruit. But I say a tree takes time to grow even if you water it with the tears of your enemies! 'My sons would avenge my death' Bezos probably said of this!

AI: The Future is Coming?

This Beck fellow he mentions 'AI prospects.' Artificial Intelligence? Is this some dark magic the Christians have cooked up? Perhaps it is the future but I trust more in the strength of my arm and the cunning of my mind than in any metal contraption! This is the future? 'How the little piglets will grunt when they learn how the old boar suffered,' eh?

A Dip in the Mead Horn: Stock Plummets

The stock they say has 'tumbled more than 5% in April.' Five percent! That's like losing a tenth of your raiding party! But fear not for even the strongest warriors stumble. The true test is whether they rise again bloodied but unbowed! He says investors will see financials in May... a glimpse. A glimpse? That's like trying to look at Odin's face!

CNBC Pro LIVE: A Gathering of Eagles?

Ah but what is this? A 'CNBC Pro LIVE' event at the New York Stock Exchange? Sounds like a gathering of eagles all squawking about their fortunes. They even have 'interactive Pro clinics' led by 'experts.' I'd rather trust in my own wits than some so called expert! But perhaps like learning the language of the Franks there is wisdom to be gleaned from these gatherings. Though I suspect much boasting and little true insight. But perhaps as I once said 'Life is a gift. We should cherish it. We should live it.' So go learn what you can and return with knowledge to benefit our tribe! And remember 'Power is always dangerous. It attracts the worst and corrupts the best.'


Comments