Dear Reader, The bigger they are, the harder they fall. And right now, Amazon is showing all the warning signs of a giant about to tumble. Its October Prime Day was a disaster. Average order sizes crashed 15% from July. Nearly half of all orders were for less than $20. Before I tell you what to own instead of Amazon, I have to admit something… I recommended my readers buy Amazon in March 2023, because its AI opportunity was simply too big to ignore. My subscribers doubled their money on that stock. Then, however, I knew it was time to sell, because there’s much bigger trouble afoot than just slow spending… Amazon's free cash flow just nosedived from $53 billion to $18 billion. But at this point, it’s all starting to feel like funny money anyway. Amazon is expected to burn through $100 billion on building AI infrastructure this year. What won't be funny for Amazon investors, however, is if the company’s gamble never pays off over the long-term. In the short-term, the real killer that's about to take Amazon investors to the mat is already here... Tariffs. Up to 70% of what you see on Amazon comes from China. With tariffs on those goods, Amazon's competitive edge disappears overnight. The company has already warned about "tariffs and trade policies" impacting its business for two straight quarters. And the last time President Trump threatened "massive increases in tariffs", Amazon stock dropped 5% instantly. The smarter money is already moving. They're abandoning Amazon for a virtually unknown online retailer that reminds me of buying Amazon 20 years ago. And the kicker? Thanks to a geographical loophole, this company is not impacted one bit by US tariffs. Projections show this company could become 700% more profitable by 2027. Get the name, ticker and full analysis of this company FREE right here – before it's too late. Don't wait. Every day you hold onto yesterday's winners like Amazon is another day you miss out on tomorrow's 700% growth opportunities. Get this trade idea and 7 more – at no cost – right here. Regards, 
Eric Fry
Senior Macro-Investment Analyst, InvestorPlace P.S. Amazon spent $32.2 billion trying to compete in AI. The company I'm recommending doesn't need to – they've already built the perfect business model for the new economy. See who it is here. | 
No comments:
Post a Comment