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[@ManojKumarNunna](/creator/twitter/ManojKumarNunna)
"My Take: $AMZN is no longer just an online marketplace its the operating system of modern commerce and AI Infra with strong fundamentals overall. I Would be comfortable to start a position at these levels and would be adding more if the price pulls back to the support levels"  
[X Link](https://x.com/ManojKumarNunna/status/1977518626606596390) [@ManojKumarNunna](/creator/x/ManojKumarNunna) 2025-10-12T23:35Z XXX followers, XX engagements


"Risks to watch: ⚠ AWS growth is slowing as cloud competition heats up. Regulatory scrutiny remains a wildcard. And retail can stay margin-thin if global costs rise. But none of these break the thesis they only change the pace not the direction"  
[X Link](https://x.com/ManojKumarNunna/status/1977518624786223330) [@ManojKumarNunna](/creator/x/ManojKumarNunna) 2025-10-12T23:35Z XXX followers, XX engagements


"$TSM crushed Q3: Sales: $33.1B vs Est. $31.5B ✅ EPS: $XXXX vs Est. $XXXX ✅ Gross margin: XXXX % vs Est. XX % ✅ Net income: $15.1B vs Est. $13.9B ✅ Advanced nodes (7 nm): XX % of wafer revenue 💪"  
[X Link](https://x.com/ManojKumarNunna/status/1978837421430087934) [@ManojKumarNunna](/creator/x/ManojKumarNunna) 2025-10-16T14:56Z XXX followers, XX engagements