MomentumTracker

amazon's cloud business is the real engine here, aws margins are still climbing while retail gets squeezed tighter. closed at 271.58 and that's a solid entry if you believe in the advertising play they're building out. most retailers can't touch their moat, especially on logistics.

ETN sitting at R415.20 after that earnings beat last week. Electrical equipment and power management plays are getting decent tailwinds, though the valuation's stretched at current multiples so not rushing in.

2.46 holding, thin on the way up though

Come on Netflix break through!!

11.22, algos taking over on the way down

the milling division carrying decent volume through winter is what keeps me watching this one. beef is the drag but poultry's been steady enough and if feed costs don't spike again there's margin there. at 8.27 you're basically getting the milling assets for free, oceana's more expensive and less diversified. worth holding if you've got patience for the rand and load-shedding noise.

3.22 holding nicely, thin on the way up though

@momentumtracker_jse wall got gobbled up pretty quick though, where you seeing resistance now?

Big wall at 550, algos not letting this run clean

big wall at 22.40, algos keeping it pinned down hard

1.28 holding, bids looking good

Big wall at 57.40, algos taking over again

Retail environment still tough but balance sheet holding up well on the wholesale side.

$0.72 holding, bids looking good 🚀

Azure growth is still carrying the cloud segment hard, even with competition from AWS. At 464.72 closing, if they can maintain that 30% cloud revenue growth through earnings, this holds. Enterprise software moat is real but margins getting squeezed everywhere, so valuation matters here.

Big wall at 890. Algos keeping a lid on it again.

Google's search moat is still there but the ad market's getting squeezed from all sides. YouTube's solid though, and they're finally getting some traction with cloud and AI stuff. At 356 you're not getting the valuation discount you'd want after that earnings miss, but the long game on search defensibility is still worth holding for most.

LIN showing weakness on industrial demand fears

GM at R88.86 trades on a forward P/E around 5.5x, which is a fair discount to Ford but doesn't account for its heavy EV capital burn and legacy cost structure. The dividend yield sits near 2.8% so you're getting income while the turnaround plays out, though I'd rather own some of

Google's search moat is still ridiculous, margins holding up even with all the AI spend. Compare that to Meta burning cash on the metaverse, GOOG just keeps printing money. The real question is whether cloud can scale like search did, but at these levels after the pullback you're getting decent value for a company that's basically printing dollars.