When Wall Street Misses the First Move

Are Bloomberg and the rest of mainstream financial media just now catching up with Eric Fry?

Eric released his controversial "Sell This, Buy That" broadcast just days ago.

In it, he made some surprising calls.

First, "Sell Amazon (AMZN)."

The morning after Eric went public with this recommendation, Bloomberg echoed Eric's doubts in an email saying money that would have normally been spent on Amazon.com is now going elsewhere.

But in a bit of one upmanship with Bloomberg, Eric took it even further by giving away an alternative "BUY" recommendation to all his viewers.

Watch right here to get the name and ticker of that little-known ecommerce stock - one he says is "more like buying Amazon stock in 2005."

On the same day, Bloomberg printed a headline nearly identical to Eric's rationale for his "Sell Tesla" call.

Bloomberg said Tesla's "remarkably patient investors now exist almost entirely on a diet of wild promises."

But Eric, once again, does better than the mainstream media - giving his viewers an exciting alternative to Tesla stock right here.

It's a company that's already amassing billions in cash from its robotics business and is well-positioned to leave Tesla's Optimus in the dust.

Look, if Eric is this far ahead of the game on Tesla and Amazon... we all better watch out for what the pundits are going to be saying about Nvidia soon.

That's right... Eric does NOT have good news on Nvidia in this video.

He does, however, have a very promising alternative stock pick.

It's a company whose AI hardware is scaling so rapidly that there is enough of it to circle the globe up to 8 times – in a single data center!

Yet it's barely making any headlines - yet.

You can get all the details on that company now in Eric's brand new "Sell This, Buy That" presentation.

But please, watch it now while Eric's "Buy" recommendations are still under-the-radar.

Use this opportunity to upgrade the stocks in your portfolio before it's too late.

Catch Eric Fry's "Sell This, Buy That" broadcast here.

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When the same three names dominate both the S&P and most retail portfolios, any weakness tends to look like noise. But the numbers from the past several days are pointing to something else — not a crash, not a bubble popping, but a change in the underlying mechanics that pushed Amazon, Tesla, and Nvidia to their current size.

And for the first time in a long while, the pressure is coming not from narratives or sentiment, but from hard operational limits.

Holiday spending is up again — roughly $250 billion for November–December, according to Adobe. But the pattern underneath has shifted. Walmart is gaining share. Temu continues to compress pricing. Shoppers are spreading purchases earlier and across more platforms.

Meanwhile Amazon has added $1 billion in new wage commitments to keep fulfillment workers, raising average pay to $23 an hour. Healthcare contributions are dropping, benefits rising. The company needed to do it — but it pushes margins tighter at the exact moment logistics costs remain elevated.

AWS is growing, but at a cost: $125 billion in 2025 capex, mostly for AI-related infrastructure. Strong revenue, huge backlog — but with customers still optimizing existing cloud workloads, the payback window is getting longer, not shorter. Margins aren’t falling apart. They’re just being pulled from both sides.

EV demand softened after U.S. tax credits expired in September. Deliveries that were pulled forward earlier in the year created a gap that was hard to refill. By late October, Tesla cut lease pricing across its core lineup and introduced simplified trims that shaved $5,000 off sticker prices.

Margins followed. Automotive gross margin excluding credits has slipped to 11.8% and is still under pressure. The move toward robotics is promising long-term, but near-term evidence is thin: Optimus is being tested internally, with components ordered for about 180,000 units, but no material revenue impact before 2026 at the earliest. The market still rewards the story — just not at any price.

The constraint on Nvidia isn’t chip demand. It’s electricity.

In Santa Clara, two data center projects remain stalled six years after filing because local utilities cannot supply the required power. One H100 draws 700 watts. Tens of thousands deployed in a cluster pull load levels that data centers weren’t engineered for.

Microsoft’s recent 1-gigawatt commitment to Anthropic shows where hyperscalers want to go. Utilities show where they actually can go. Some European regulators have even issued conditional approvals on new grid connections because power availability is now the rate-limiting factor.

Export restrictions add another layer: China’s ban on foreign AI chips in subsidized data centers has forced Nvidia out of part of its guidance, while U.S. rules tighten further on scaled-down accelerators. Demand isn’t the problem. The infrastructure beneath it is.

While the headlines remain glued to Big Tech, institutions have already started repositioning. Funding is flowing into companies with clearer unit economics and tangible deployment:

Nothing dramatic — just a colder, more disciplined look at where real progress is measurable.

None of these developments signal a collapse in the giants that dominated the last decade. What they do signal is that leadership built on momentum alone is harder to maintain when physical and economic limits tighten at the same time.