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Conventum Alluvium Global Fund Q1 2026 Quarterly Report [Seeking Alpha]
Last amazon.com, inc. earnings: 4/30 04:01 pm
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US:NASDAQ Investor Relations: phx.corporate-ir.net/phoenix.zhtml%3fc%3d97664%26p%3dirol-irhome
After months of quiet contemplation, we purchased Amazon. The Anthropic news caused a SAASpocalypse - a rapid devaluation of traditional software-as-a-service stocks and a shift in the tech landscape caused by autonomous AI agents. LyondellBasell, the plastics producer which we have been calling out as cheap for some time, posted an extraordinary 88.3% return. In the case of AI, it seems the world is enthusiastically embracing the benefits but perhaps without adequate caution. matejmo/iStock via Getty Images Introduction Last quarter we asked the rhetorical question: What will Trump do next? As if the Ukrainian conflict, tariff uncertainty, and China's provocative actions did not create enough anxiety, we now have a belligerent US president joining Israeli forces in a hostile attack on Iran with devastating economic consequences. The victor will not be asked, later on, whether he told the truth or not. In starting and making a war, not the Right is what matters, but V
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- Amazon Q1 Earnings Preview: Can AI, AWS and Ads Power AMZN Stock Higher? [Yahoo! Finance][Yahoo! Finance]
- Conventum Alluvium Global Fund: Q1 2026 Leaders And Laggards [Seeking Alpha][Seeking Alpha]
- Temu Is Selling Meat—Yes, Really [Yahoo! Finance][Yahoo! Finance]
- 3 AI Chipmakers With Far More Upside Than AMD [Globe and Mail, The (Toronto, Canada)][Globe and Mail, The]
- California Exposes Amazon's Alleged 'Retail Price Fixing' In Unredacted Court Filing [zero hedge][zero hedge]
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AMZN
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SEC Filings
- 4/21/26 - Form 4
- 4/17/26 - Form 144
- 4/16/26 - Form 4
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