Skip to content
Fundamentalis
Fundamentalis
Insightful market commentary from a fresh perspective.
  • Home
  • About Brian
  • Trinity Asset Management

Category: Amazon

Top 10 SP 500 Mega-Cap Update and Top 10 Holdings

November 12, 2023 Brian Gilmartin Leave a comment

Moody’s (the credit rating agency) drops a cherry bomb on Friday, November 10th, 2023, after the close, watch-listing the credit…

Continue Reading →

Posted in: Amazon, Apple (AAPL), GOOGL, MSFT, Top 10 Client Holdings, Top 10 Market Cap Weights

Big Tech Reports This Week – Part II

October 24, 2023 Brian Gilmartin Leave a comment

The other two mega-cap tech names that report this week – META (META) and Amazon (AMZN) do so on Wednesday…

Continue Reading →

Posted in: Amazon, Facebook (FB)

SP 500 Earnings: More Inflation Data Due this week, Along with Mega-Cap Tech Earnings

April 21, 2023 Brian Gilmartin Leave a comment

The attached template (from Briefing.com) on expected economic data next week, including the first look at Q1 ’23 GDP, the…

Continue Reading →

Posted in: Amazon, GOOG, GOOGL, Meta, MSFT, Weekly Earnings Update

CPI Inflation Will Come Down: A Look at Walmart, Amazon, Costco and Home Depot

November 25, 2022 Brian Gilmartin Leave a comment

The Wall Street Journal wrote an article in the last 10 days or so noting that both Walmart (WMT) and…

Continue Reading →

Posted in: Amazon, Costco (COST), Home Depot (HD), inflation, WMT

Earnings Preview of Mega-Cap Tech: No Question Relative Value Has Improved for MegaCap Tech

October 23, 2022 Brian Gilmartin Leave a comment

In 2001 – 2002 the Nasdaq fell 80% from it’s March, 2000, high to its late 2002 low, with the…

Continue Reading →

Posted in: Amazon, Apple (AAPL), GOOGL, Meta, MSFT

Post navigation

Page 3 of 13
← Previous 1 2 3 4 … 13 Next →

Fundamentalis

  • Walmart Earnings Summary: The Bigger Picture Story: Walmart is Closing the Gap with Amazon in E-commerce
  • Walmart Earnings Preview: Tariff Impact Fading, Still Looking for Margin Gains Ahead
  • SP 500 Earnings and Style-Box Update
  • International Annual Returns, The Breakout in the Nikkei, and Top 10 Holdings
  • Don’t Expect SP 500 Earnings to Call a Market Top

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2025 Fundamentalis