Trumps tarrif impact on Amazon Stock: Dont Panic, Buy more
Disclaimer: 1. I own significant AMZ stocks in my portfolio. 2, While I work for Amazon, I do not posses or have access to any Amazon propitiate information or data 3. All information in this article was got from SEC reports and using Claude AI. Over the past week, Amazon’s stock (AMZ) has plummeted amid President Trump’s newly imposed tariffs, sending ripples of concern through my colleagues and friends at the company. Yet, I contend this sell-off is a fleeting overreaction, fueled by market sentiment rather than a sober assessment of Amazon’s fundamentals. Admittedly, tariffs will likely drive up the prices of goods sold on Amazon’s retail platform. Critics argue this could erode demand, but I see a different outcome: higher prices may actually bolster Amazon’s revenues. Even if consumers shift toward cheaper items or buy less, total spending could rise—a dynamic supported by the company’s historical resilience. Consider the data from Q1-2021 to Q4-2024: t...