[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Say No To Trading [@SayNoToTrading](/creator/twitter/SayNoToTrading) on x 6048 followers Created: 2025-07-08 19:34:47 UTC You may think I have a poop problem, but I promise you that's not the story here. The story is why Amazon $AMZN is my largest holding and why Prime Day should be a national holiday. Not going to post screenshots because I like keeping my total portfolio size private and have already said it's around a XX% holding. It is tens of thousands of shares, I'll say that. Back to story, they had a $XX off $XX coupon on $PG toilet paper, so what did you expect me to do?! While I don't have IBS or Crohn's, I do currently have a nasty respiratory infection I caught traveling a week ago. Had to miss 4th of July festivities because of it. I had to set foot inside of a physical $CVS store. You know that meme going around about people opening LinkedIn for first time in years and they're like wtf is this place? That's how it feels going to physical stores now: (1) Prices at CVS are a full 80-100% higher than $AMZN on pretty much everything. (2) No luck finding dye-free versions of diphenhydramine. If you want that, no titanium dioxide nor other garbage fillers, you must order online. (3) $XX items are locked up like precious jewels and good luck finding help to open them. Now I know the $COST fanbois will argue their in-person store is awesome, unlike CVS. Maybe for you but not for me: (1) Costco intentionally has no signage because they want people to waste time wandering to find what they need. (2) Costco will have as few as 1-3 SKUs for many items. If you have special dietary needs, doesn't work for groceries. (3) Not cheaper, either. That Cottonelle toilet paper was significantly cheaper per sheet than Kirkland Signature. Likewise for Prime paper towels. Yes, I calculate these things. (4) Costco parking lot and checkout may be the closest thing to hell on earth. Now here is something controversial... Someday, I think Amazon retail will become Sears. I don't know if that's XX years from now, 100, or sometime much sooner. But it will happen. Lifespans of companies tend to mirror those of humans. So why the confidence in $AMZN? Well, let's go back to Sears. Did you know they started and spun-off Allstate Insurance $ALL and Discover Financial $DFS, which was recently acquired by Capital One $COF? There's also Dean Witter Reynolds, which merged with Morgan Stanley $MS. Orchard Supply Hardware, which went public. Lands’ End $LE. Plus a couple others. The mothership died, but the offspring rewarded you richly. When Amazon's retail mothership dies, there are going to be so many children to carry on. Right now we all know the big ones like AWS and Prime Video, then there are the less known like Project Kuiper (Starlink competitor) and robotics. As to which will be the big ones when I'm old and gray, no clue. Could be ones not even born yet. Regardless, I suspect the sum value of offspring will reward shareholders richly. As to Prime Day being a national holiday. Well, why not? It's more justified than some of these nonsense Federal holidays we have.  XXXXX engagements  **Related Topics** [amzn](/topic/amzn) [stocks](/topic/stocks) [poop](/topic/poop) [$amzn](/topic/$amzn) [stocks consumer cyclical](/topic/stocks-consumer-cyclical) [Post Link](https://x.com/SayNoToTrading/status/1942668707081380010)
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Say No To Trading @SayNoToTrading on x 6048 followers
Created: 2025-07-08 19:34:47 UTC
You may think I have a poop problem, but I promise you that's not the story here.
The story is why Amazon $AMZN is my largest holding and why Prime Day should be a national holiday.
Not going to post screenshots because I like keeping my total portfolio size private and have already said it's around a XX% holding. It is tens of thousands of shares, I'll say that.
Back to story, they had a $XX off $XX coupon on $PG toilet paper, so what did you expect me to do?!
While I don't have IBS or Crohn's, I do currently have a nasty respiratory infection I caught traveling a week ago. Had to miss 4th of July festivities because of it.
I had to set foot inside of a physical $CVS store. You know that meme going around about people opening LinkedIn for first time in years and they're like wtf is this place?
That's how it feels going to physical stores now:
(1) Prices at CVS are a full 80-100% higher than $AMZN on pretty much everything.
(2) No luck finding dye-free versions of diphenhydramine. If you want that, no titanium dioxide nor other garbage fillers, you must order online.
(3) $XX items are locked up like precious jewels and good luck finding help to open them.
Now I know the $COST fanbois will argue their in-person store is awesome, unlike CVS. Maybe for you but not for me:
(1) Costco intentionally has no signage because they want people to waste time wandering to find what they need.
(2) Costco will have as few as 1-3 SKUs for many items. If you have special dietary needs, doesn't work for groceries.
(3) Not cheaper, either. That Cottonelle toilet paper was significantly cheaper per sheet than Kirkland Signature. Likewise for Prime paper towels. Yes, I calculate these things.
(4) Costco parking lot and checkout may be the closest thing to hell on earth.
Now here is something controversial...
Someday, I think Amazon retail will become Sears.
I don't know if that's XX years from now, 100, or sometime much sooner. But it will happen. Lifespans of companies tend to mirror those of humans.
So why the confidence in $AMZN?
Well, let's go back to Sears.
Did you know they started and spun-off Allstate Insurance $ALL and Discover Financial $DFS, which was recently acquired by Capital One $COF?
There's also Dean Witter Reynolds, which merged with Morgan Stanley $MS. Orchard Supply Hardware, which went public. Lands’ End $LE. Plus a couple others.
The mothership died, but the offspring rewarded you richly.
When Amazon's retail mothership dies, there are going to be so many children to carry on. Right now we all know the big ones like AWS and Prime Video, then there are the less known like Project Kuiper (Starlink competitor) and robotics.
As to which will be the big ones when I'm old and gray, no clue. Could be ones not even born yet. Regardless, I suspect the sum value of offspring will reward shareholders richly.
As to Prime Day being a national holiday. Well, why not? It's more justified than some of these nonsense Federal holidays we have.
XXXXX engagements
Related Topics amzn stocks poop $amzn stocks consumer cyclical