RJ Hamster
Do you know what Amazon is planning for January…
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| From our partners at Stansberry ResearchDear Reader,Something big is about to come out of Amazon – and almost nobody sees it yet.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.Click here for the full story.Regards,Whitney Tilson Editor, Stansberry Research Exclusive Article from MarketBeat MediaFossil Stock Is Quietly Surging—Insiders Just Made Big BetsAuthor: Thomas Hughes. Publication Date: 12/2/2025. At a GlanceFossil Group faces headwinds, but its turnaround gains traction in 2025.Debt restructuring resulted in a credit upgrade and improved market confidence. Insiders are buying, and institutions are too, and the stock price is set up for a reversal.Insiders made significant purchases of Fossil Group (NASDAQ: FOSL) stock in November. The buys followed a mixed earnings report in which revenue declines were smaller than feared, but margins were weaker than expected. The critical point is that the company is mid-transformation and has achieved milestones during the period, including debt restructuring and balance sheet improvements that position it for subsequent growth efforts.On the business side, the watch market remains weak but shows some signs of life. Within it, Fossil Group continues to rank highly with consumers, maintaining brand image and cachet through partnerships and a full-price selling model. Weak margins in FQ3 were largely due to tariffs and minimum royalties for licensed brands, though those headwinds were partly offset by improved operational quality. That operational improvement should help set the company up for an earnings rebound as sales return to growth.Recovery Alert: Top Crypto Setup for Massive Gains (Ad)The crypto crash revealed a huge opportunity… Get the details on which coin is set for a big run in the near future.Click here to get all the detailsInsiders and Institutions Buy Fossil Brands Stock at Discount PricesInsider buying is notable because no insiders have sold stock in years, and the Q4 2025 purchases are near record levels. The group — including the CEO, CFO, COO and three directors — bought more than $700,000 in shares, bringing their collective holdings to nearly 8% of the company. The buys signal increased confidence in the business and its value, a view echoed by some institutional activity.Institutional activity has included some selling over the past year, but buyers have offset those sales each quarter. The net result is institutions are accumulating stock at a ratio of about $3.60 purchased for every $1 sold — a meaningful tailwind that could help catalyze a short-covering rally before year-end.Short interest is not extreme at roughly 10.5%, but it is high enough to amplify volatility and support a short-covering move. Mid-November data showed shorts covering ahead of the results, and that trend likely continued afterward. While the earnings were mixed, the company’s financial position has improved and the outlook has brightened. The next catalyst could arrive as soon as this month when November retail-sales data — and detailed results from Black Friday and Cyber Monday — are released.Fossil Brands Transforms Balance Sheet in Q4One of the most significant takeaways from the Q3 release was the post-quarter debt restructuring. The move extended the nearest debt maturity to 2029 and added more than $32 million to the balance sheet, freeing up cash flow and improving flexibility. That said, roughly $110 million of cash and equivalents may not be sufficient to carry the company to sustained profitability on its own. Management’s guidance targets break-even in 2025 with the potential for adjusted profits, but the company could still face headwinds in 2026 if macroeconomic conditions don’t improve.The technicals look constructive. The weekly chart shows a double bottom forming between 2024 and 2025, suggesting a possible reversal taking shape in Q4 2025. Price action in August and renewed support later in November confirm key support levels and increase the chance that the rally can continue. The key resistance level is near $3.50 and is likely to be tested before year-end. A decisive move above $3.50 would confirm the technical reversal and set the stock up for a stronger run in 2026; otherwise, FOSL may remain range-bound until a more powerful catalyst appears.Analysts could also act as a catalyst. Coverage is tepid — only two analysts are tracked by MarketBeat — but the current data shows some optimism. Those two ratings consist of a Sell and a Buy, producing a consensus Hold, while the Buy-side analyst projects roughly 65% upside. Increased analyst coverage driven by improving business conditions and a recovery in discretionary spending would be supportive, though broader coverage gains may not materialize until later in 2026, if at all. |
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