Amazon weighting:
4% of the S&P 500
6% of the Nasdaq 100
3% of the Dow Industrials
#1 holding of XLY at a 21% weighting (hat tip to a friend)
Did you know?
In 2024, China-based sellers increased their market share to more than 50% on Amazon.
American sellers have dropped below 50% nearly two years ago. However, Chinese sellers have grown above 50% only recently, as there is a small percentage of sellers in other countries. Based on Marketplace Pulse research, Chinese sellers now represent more than 50% of the top sellers on Amazon.com, with U.S. sellers representing roughly 45% and the rest in the U.K., Canada, or other countries. China’s share of all active sellers is even higher. (Some international sellers incorporate in the U.S., so American sellers’ actual share is lower than 45%)
Source: “American Sellers Lost Amazon to China” MarketPlace Pulse
What did Amazon and Andy Jassy say about AI AWS and #DeepSeek on the earnings call?
"Your ability to put snaps of the market together are extraordinary. I spend most of my time in the futures markets but you are one profile that everyone could use. Succinct and chocked full with info that is USABLE - you rock."
- Anne-Marie Baiynd (Paying Subscriber)
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