Performance Snapshot
Charts
Earnings Context
Previous: 2026-04-29
Next: 2026-07-30
Days to next: 28
Avg earnings move: 6.1%
Median earnings move: 6.4%
Technical Signal Snapshot
RSI: 51.3
Direction score: 0.0301
Price vs EMA20: 1.4%
EMA20 vs EMA50: -1.3%
EMA50 vs EMA200: 4.2%
EMA20 slope: -0.6%
Options Volatility Snapshot
Label: IV above recent HV
Expiration: 2026-08-07
Days to expiration: 36
ATM average IV: 41.4%
ATM call / put IV: 40.0% / 42.8%
6M HV: 31.6%
IV minus HV: 9.8%
IV discount vs HV: -31.1%
Expected move: 9.9%
ATM Greeks
Call delta / gamma: 0.5519 / 0.012807
Call theta / vega: -0.1865 / 0.3054
Put delta / gamma: -0.4481 / 0.011969
Put theta / vega: -0.1648 / 0.3054
Greeks are option-market context for the selected ATM expiration, not a trade recommendation.
Grounded Summary
- AMZN returned -4.1% over 1M, 16.8% over 3M, and 5.7% over 6M.
- Relative performance was 2.8% vs SPY and -6.3% vs QQQ over 3M.
- The thesis field is missing or needs review.
- Headline context: Fetched headlines cluster around: uncategorized (4), analyst/sentiment (1).
- Recent examples: Amazon Stock Climbs During Strong Day For Magnificent Seven - Investor's Business Daily; Why Amazon Stock Lost 12% in June - The Globe and Mail; Jeff Bezos’ Amazon May Hit Historic Milestone No Company Has Reached, Says Analyst: 'Has One Of The Most Important…' - Yahoo Finance.
- Main watch items: thesis needs review, IV above HV.
- Next earnings is listed as 2026-07-30; typical close-to-close earnings move is 6.1% on average.
- Options context: IV above recent HV; ATM average IV is 41.4% versus 6M HV 31.6%.
- Technical context: RSI 51.3 and direction score 0.0301.
- Portfolio role/theme: Mega-cap tech.
- Next review question: What is the current reason for holding AMZN, and what would invalidate it?
- This is context for review, not a buy or sell recommendation.
Theme: Mega-cap tech. Sector: Consumer Cyclical. Industry: Internet Retail.
Thesis
Status: needs_review
Thesis: missing
Invalidation: n/a
Catalyst: n/a
Risk Flags
- thesis needs review
- IV above HV
Headline Context
Fetched headlines cluster around: uncategorized (4), analyst/sentiment (1). Recent examples: Amazon Stock Climbs During Strong Day For Magnificent Seven - Investor's Business Daily; Why Amazon Stock Lost 12% in June - The Globe and Mail; Jeff Bezos’ Amazon May Hit Historic Milestone No Company Has Reached, Says Analyst: 'Has One Of The Most Important…' - Yahoo Finance.
Questions for Next Review
- What is the current reason for holding AMZN, and what would invalidate it? Codex: Review AMZN against trend mixed, 3M return 16.8%, and headline context before changing the thesis.
- Is AMZN's elevated implied volatility explained by earnings or headline risk? Codex: 6M realized volatility is 31.6% and options context is IV above recent HV.
Headlines
Amazon Stock Climbs During Strong Day For Magnificent Seven Investor's Business Daily
Why Amazon Stock Lost 12% in June The Globe and Mail
Jeff Bezos’ Amazon May Hit Historic Milestone No Company Has Reached, Says Analyst: 'Has One Of The Most Important…' Yahoo Finance
Amazon: Next Month Could Decide Everything Seeking Alpha
Bears Scream That a Falling $47.66 Average Prime Day Order Proves the Consumer Is Dead: This Is Why I Keep Buying The Stock 24/7 Wall St.
Evidence
JSON: /home/amirali/Documents/code/portfolio-analytics/outputs/evidence/AMZN.json
Markdown: /home/amirali/Documents/code/portfolio-analytics/outputs/evidence/AMZN.md