Editor’s Note: We’re passing this along because longtime analyst Whitney Tilson is raising a flag about Amazon that most people aren’t seeing.
While the headlines focus on layoffs and regulatory pressure, Tilson believes a very different story is taking shape — tied to a project Jeff Bezos has quietly funded for more than a decade.
We encourage you to get the full details below while there is still time.
Yes, the headlines have been brutal: the FTC’s $2.5 billion settlement… a fresh wave of layoffs… politicians lining up to call Amazon a monopoly or a tax cheat.
But while Wall Street is obsessing over these distractions, Amazon has quietly been preparing for the most important business shift in its history – a shift I believe will be revealed as early as on January 1.
Here’s what almost no one realizes:
For fourteen years, Jeff Bezos has been funding a technology most investors don’t even know exists. Bezos hasn’t shared this with the public but now, I believe he’s finally ready to roll his plan out to the masses.
If Bezos succeeds, Amazon won’t just dominate e-commerce or cloud computing. It could take the lead in a new $40 trillion market – one I could see becoming larger than AI, quantum computing, crypto, EVs, and robotics combined.
I’ve been here before.
Back in 2012, the media called Netflix “a train wreck.” Analysts mocked its price hikes. Its CEO Reed Hastings was being blasted by customers and investors alike. But I tuned out the noise, went on CNBC, and told everyone who would listen that it was the steal of the decade. Netflix went on to rise more than 15,000%.
What’s happening with Amazon today feels eerily similar.
But what I recommend you do about it may surprise you.
I was born on 6 August 1956 in San Francisco, California to Janet and (the late) Richard Hovis.
I grew up in Santa Monica, California where I attended elementary, junior high school, and high school (graduating in 1974), in addition to involvement in sports and recreation (Little League +, the Boy’s Club ++). Further, it was in elementary school – St. Augustine’s By-the -Sea Parish School that I found, and made the choice to truly journey with God.
I attended Arizona State University from 1974 to 1977 – seeking to become an architect, however, I was not accepted, and, as such, I graduated with a Liberal Arts degree.
Upon graduation from Arizona State University, I attended Cal Poly San Luis Obispo and studied City and Regional Planning at the Master’s level. I successfully completed one (1) year in a two (2) year program – I did not complete the Master’s degree in City and Regional Planning – due to personal reasons.
I returned to Santa Monica where I started (October 1979) my career as graphic designer with Exxon Company, USA. I spent five years with Exxon Company, USA.
While working with Exxon Company, USA I was accepted into architectural school – Sci-Arc in Southern California, however, I did not attend preferring to stay with Exxon..
In 1982 I married Laura Flosi and in April 1983 we had our one and only child – Lauren Alain Hovis – a gift from God.
We moved to Phoenix, Arizona in 1984 from Los Angeles, where I went to work as a graphic designer with Kitchell CEM (from 1985 -1987).
From 1987 – 1995 I was an independent contractor, and a registered representative in mortgage finance, financial management, graphic design, and drafting.
Further, I attended the University of Phoenix and successfully obtained a Master’s in Business Administration (MBA) in 1982.
I was also a member of the Scottsdale Jaycees, where I became very involved in community events and projects.
In 1994, I accepted a cartography position with the Defense Mapping Agency in Reston, Virginia. As such, I relocated from Phoenix to Reston.
In 1998, I was accepted and worked as a Visual Information Officer with the Central Intelligence Agency. In 2002, I worked as a Support Officer until my retirement (due to a need for shoulder surgery) in September 2018.
Away from my Federal Government service, I have been involved in various organizations and activities in Northern Virginia.
In November of 2011, I married Rebecca Ouellette in Santa Monica, California. I reside in San Tan Valley, AZ with my two hamster - Jess and Timothy, our fish, our lizard - RJ Lizard., and our cats - Pearl and Grey.
As to hobbies, I enjoy playing sports, attending sporting events, mentoring individuals from financial management to hamsters, building models, photography, travel, multimedia design, managing partner for RJ Hamster, and jazz – smooth jazz to a samba or a bossa nova.
Love and God Bless,
Peter – aka RJ Hamster Jo hi
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