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Moment of Truth for the Markets

MRKT Matrix

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The 6.5% Implied Move for Amazon

The growth continues to slow. It's in the low teens right now, you know, down from, let's say, 40% a year ago. I have no idea what this quarter is going to be. If they decide it's a quarter where they're going to announce a big spend, people are going to hate that the stock goes down. And if you back out from May of 2020 until May of 2022, that huge ramp to the upside and scripts going to move back has gone on for years.

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