To The Moon

At this point, the true implications (and possible consequences) of AI cap-ex is, at best, unknown. Any knee-jerk reactions at this time are speculative and nothing more. Amazon's bet is on AI gives insight into where senior management see the company's future growth potential. In the near term, solid fundamentals still reflect a good company (and a good buy-in at current levels).  In the long-term only time will tell.

$亚马逊(AMZN)$   This quarter wasn’t about retail. AWS growth re-accelerated above 23%, with backlog rising alongside it. Retail supports margins, but AWS is driving growth again.

$Amazon.com(AMZN)$  Unlikely, barring a sharp macro shock. Amazon at $200 would imply the market is treating this as a structurally impaired business rather than a margin-depressed one. The results do not support that view. Why a $200 breakdown is not the base case AWS momentum is real. A 24% growth rate, the fastest in over three years, suggests AI workloads are finally scaling beyond pilots. The $10B+ annualised run rate from Trainium and Graviton signals early monetisation, not just speculative capex. FCF weakness is self-inflicted, not cyclical. The 70%+ collapse is driven by deliberate front-loading of data centres, chips and LEO satellites. This compresses near-term cash flow but expands long-duration earnings optionality. Capex optics

Fears over AI spending sparked the sell-off and investors are still nervous to bet potential big risks with uncertain returns.

amzn

Amazon's Q4 earnings report has sent mixed signals to the market, with the company's revenue growth and cloud computing segment (AWS) performance being positives, but the significant increase in capital expenditures (CapEx) and collapse in free cash flow raising concerns. The 50% YoY increase in CapEx guidance for 2026, which is nearly 40% above consensus estimates, has spooked investors, leading to a decline in Amazon's stock price. The market is worried that Amazon's aggressive investment in areas like data centers, chips, and satellite technology may put pressure on the company's profitability and cash flow. The disclosure of 10B+ annualized revenue from Trainiumand Graviton chips is a positive, but the added costs, including 1B for LEO satellite expenses, are weighing on the compa

$Amazon.com(AMZN)$  A sustained move to $200 would require a material narrative break, not just capex anxiety. On current evidence, that looks unlikely without a broader market drawdown. Why the downside is limited. AWS accelerating to 24% growth, alongside disclosed $10B+ annualised revenue from Trainium and Graviton, reinforces that Amazon is not spending blindly. This is strategic capex aimed at controlling AI unit economics long term. Investors may dislike the near-term free cash flow collapse, but the market has historically tolerated negative FCF when AWS growth reaccelerates. What is pressuring the stock. The issue is timing mismatch. Capex is front-loaded while monetisation lags. A 50% YoY capex guide for 2026, well above consensus, c

$Amazon.com(AMZN)$  more corrections to come but strong position will see returns in time ⭐🐯

$Amazon.com(AMZN)$ Amazon just unleashed a capex monster that's got markets reeling – full-year PPE spending surged 59% to $83 billion, with 2026 guidance blasting +50% higher to over $100 billion, crushing consensus by 40% and outpacing even Google's AI buildout. 😲 Q4 revenue climbed 14% year-over-year to $187.8 billion, powered by AWS exploding 24% to $28.9 billion – its fastest growth in three years on Trainium and Graviton chips already raking in $10 billion annualized. But the dark side hit hard: free cash flow cratered 70%+ amid the spending spree, while Q1 profit guidance spans +17% to -10% on $1 billion added LEO satellite costs from Project Kuiper. This duality has shares whipsawing near $208, down 2% yesterday as capex fears overshadow A

$Amazon.com(AMZN)$  my sponsor 

$Amazon.com(AMZN)$ my first place agenda i an exited again to take my time to learned new things constamructioon and grow nutrition and j am very exiting and proud this should be the first house in my life? 

$Amazon.com(AMZN)$  Not necessarily, but the risk of a $200 test is now non-trivial. Here is the clean framework. What the market is grappling with Amazon delivered a genuine upside surprise on growth. AWS at +24% is a re-acceleration, not noise, and $10B+ annualised Trainium and Graviton revenue confirms Amazon is monetising its own silicon earlier than many expected. The issue is capital intensity. A 59% jump in PPE capex, plus guidance for 2026 capex +50% YoY and ~40% above consensus, reframes Amazon as an infrastructure builder first and a cash generator later. The 70%+ free cash flow collapse is not cyclical volatility. It is the direct consequence of front-loading AI, logistics, and LEO satellite investment. Why $200 becomes a line in t

Earnings Review | Amazon's Post-Earnings Plunge Reflects Common Challenges of Cloud Service Providers $Amazon.com(AMZN)$   's stock price plummeted after the release of its earnings report, primarily due to the announcement of high capital expenditures and the cloud business (AWS) operating income growth rate falling below 20%. Core Financial Indicators Amazon reported net sales of $213.4 billion for the fourth quarter, marking a 14% increase from $187.8 billion in the same period last year. Operating income increased to $25.0 billion in the fourth quarter, compared with $21.2 billion in fourth quarter 2024. Net income for the fourth quarter rose to $21.2 billion, or $1.95 per diluted share, compared to $20

In the short term, Amazon's stock price will be under pressure due to a drop in free cash flow (FCF) expectations (which has fallen by 10% after the day). But in the medium to long term, AWS's accelerated growth and the success of self-developed chips have proven that its AI strategy is effective. And it's a giant that truly owns the complete closed-loop "chip-cloud-app" and truly sees billions of AI revenue landing. If you believe that AI is the next industrial revolution, Amazon's current plunge, probably for the next five years, is buying an expensive but necessary ticket. But for investors pursuing short-term cash returns, please stay away for the time being.

The once-unstoppable Mag 7 are showing cracks, with most companies falling short of sky-high expectations during this earnings season. Tech selloffs have intensified, dragging the group lower amid concerns over ballooning AI capex without proportional returns. Amazon stands out as a potential lifeline, with AWS delivering robust AI-driven growth that could offset broader worries and support the stock amid the rotation to defensives. Amazon's cloud arm AWS reported strong momentum, with revenue climbing 19% year-over-year to $27.5 billion in the latest quarter. AI services within AWS grew even faster, up 48% as customers ramped adoption of Bedrock and SageMaker tools for custom model building. This performance highlights AWS's edge in enterprise AI workloads, where high-margin recurring rev

What Amazon's Chart Says Heading Into Earnings "Magnificent Seven" member $Amazon.com(AMZN)$   has fallen some 6.5% over the past three months and 4% over the past year, trailing the $S&P 500(.SPX)$   in both time periods. What does the retail-and-cloud giant's chart and fundamental analysis say ahead of Thursday's Q4 results? Let's check: Amazon's Fundamental Analysis The Street is looking for AMZN to report $1.95 of Q4 GAAP earnings per share on just about $211.2 billion of revenue. That would represent a 4.8% gain from Q4 2024's $1.86 of GAAP EPS, while reflecting 12.5% growth from the $187.8 billion Amazon recorded i

🚨🚨🚨Market sentiment today is characterized by a "risk-off" mood as investors pull back from both traditional tech stocks and digital assets. Here is your summary for Thursday, February 5, 2026. 📉 Crypto Market Summary The cryptocurrency market is currently under significant pressure, hitting levels not seen in over a year.  * Bitcoin (BTC): Dropped nearly 2% today to around $71,000, marking its lowest point in 15 months. It has now retraced over 42% from its October 2024 peak of $126,000.  * Market Cap: The total crypto market cap has shed approximately $460 billion in value over the past week.  * Key Drivers: Analysts point to a lack of "crypto-specific" bad news, instead blaming a spillover from a global sell-off in technology stocks. High leverage in the system has trigge

Excellent question that gets to the heart of the current market's dilemma. The "Magnificent 7" narrative is fracturing, and Amazon is now a critical test case for whether AI-driven growth can justify soaring costs in a suddenly valuation-sensitive market. 1. The Context: A Market in Transition The recent tech selloff signals a regime change: the market is no longer rewarding "growth at any cost." It's demanding profitable growth, clear ROI on AI investments, and resilient core businesses. Amazon's report will be judged through this harsh new lens. 2. Will AWS Strength Outweigh AI Capex Concerns? This is the core tension. The answer hinges on guidance and margins. The Bull Case (AWS Outweighs): If Amazon shows: AWS revenue acceleration (consensus ~+15% y/y) driven by new AI product adoption

$Amazon.com(AMZN)$  move in to Google, they are investing alot. 

$Amazon.com(AMZN)$  AWS gaining market share of Cloud will boost earnings price target for AMAZON increased to $360

At this point, the true implications (and possible consequences) of AI cap-ex is, at best, unknown. Any knee-jerk reactions at this time are speculative and nothing more. Amazon's bet is on AI gives insight into where senior management see the company's future growth potential. In the near term, solid fundamentals still reflect a good company (and a good buy-in at current levels).  In the long-term only time will tell.

$Amazon.com(AMZN)$ Amazon just unleashed a capex monster that's got markets reeling – full-year PPE spending surged 59% to $83 billion, with 2026 guidance blasting +50% higher to over $100 billion, crushing consensus by 40% and outpacing even Google's AI buildout. 😲 Q4 revenue climbed 14% year-over-year to $187.8 billion, powered by AWS exploding 24% to $28.9 billion – its fastest growth in three years on Trainium and Graviton chips already raking in $10 billion annualized. But the dark side hit hard: free cash flow cratered 70%+ amid the spending spree, while Q1 profit guidance spans +17% to -10% on $1 billion added LEO satellite costs from Project Kuiper. This duality has shares whipsawing near $208, down 2% yesterday as capex fears overshadow A

$Amazon.com(AMZN)$ is set to report its fiscal Q4 2025 earnings on Thursday, February 5, 2026, after the market closes. While Amazon enters the report with a "Strong Buy" consensus from analysts, the stock has been a relative laggard over the last year, remaining nearly flat while the S&P 500 gained ~15%. The narrative for this quarter is a tug-of-war between AWS acceleration and massive AI capital expenditures (capex). Key Metrics to Watch Investors will be scanning the report for these three "make or break" figures: AWS Revenue Growth & Backlog: Consensus estimates for AWS growth sit around 21% to 22% ($34.9B+). Watch the $200B+ backlog; if Amazon can show a faster conversion of this backlog into current revenue, it signals that AI is fi

Earnings Review | Amazon's Post-Earnings Plunge Reflects Common Challenges of Cloud Service Providers $Amazon.com(AMZN)$   's stock price plummeted after the release of its earnings report, primarily due to the announcement of high capital expenditures and the cloud business (AWS) operating income growth rate falling below 20%. Core Financial Indicators Amazon reported net sales of $213.4 billion for the fourth quarter, marking a 14% increase from $187.8 billion in the same period last year. Operating income increased to $25.0 billion in the fourth quarter, compared with $21.2 billion in fourth quarter 2024. Net income for the fourth quarter rose to $21.2 billion, or $1.95 per diluted share, compared to $20

What Amazon's Chart Says Heading Into Earnings "Magnificent Seven" member $Amazon.com(AMZN)$   has fallen some 6.5% over the past three months and 4% over the past year, trailing the $S&P 500(.SPX)$   in both time periods. What does the retail-and-cloud giant's chart and fundamental analysis say ahead of Thursday's Q4 results? Let's check: Amazon's Fundamental Analysis The Street is looking for AMZN to report $1.95 of Q4 GAAP earnings per share on just about $211.2 billion of revenue. That would represent a 4.8% gain from Q4 2024's $1.86 of GAAP EPS, while reflecting 12.5% growth from the $187.8 billion Amazon recorded i

Excellent question that gets to the heart of the current market's dilemma. The "Magnificent 7" narrative is fracturing, and Amazon is now a critical test case for whether AI-driven growth can justify soaring costs in a suddenly valuation-sensitive market. 1. The Context: A Market in Transition The recent tech selloff signals a regime change: the market is no longer rewarding "growth at any cost." It's demanding profitable growth, clear ROI on AI investments, and resilient core businesses. Amazon's report will be judged through this harsh new lens. 2. Will AWS Strength Outweigh AI Capex Concerns? This is the core tension. The answer hinges on guidance and margins. The Bull Case (AWS Outweighs): If Amazon shows: AWS revenue acceleration (consensus ~+15% y/y) driven by new AI product adoption

The once-unstoppable Mag 7 are showing cracks, with most companies falling short of sky-high expectations during this earnings season. Tech selloffs have intensified, dragging the group lower amid concerns over ballooning AI capex without proportional returns. Amazon stands out as a potential lifeline, with AWS delivering robust AI-driven growth that could offset broader worries and support the stock amid the rotation to defensives. Amazon's cloud arm AWS reported strong momentum, with revenue climbing 19% year-over-year to $27.5 billion in the latest quarter. AI services within AWS grew even faster, up 48% as customers ramped adoption of Bedrock and SageMaker tools for custom model building. This performance highlights AWS's edge in enterprise AI workloads, where high-margin recurring rev

When Running Out of Space Becomes Expensive For most of my investing life, hard drive makers lived in the bargain bin of technology. Demand surged, factories expanded, supply flooded the market, and margins collapsed. Investors learned not to get emotionally attached. Scarcity matters now in a way it never did before. Cloud consolidation means a handful of hyperscalers command enormous, predictable storage volumes, allowing them to pre-book multi-year capacity. Add AI workloads that generate massive cold data archives, and suddenly bulk storage demand is structurally sticky. Seagate now occupies the opposite end of the spectrum. Its manufacturing capacity is effectively committed through 2026, with hyperscale cloud operators already locking in supply. Instead of chasing unpredictable PC de

Amazon Earnings Preview: Gradually Accelerating AWS vs. Free Cash Flow Concerns $Amazon.com(AMZN)$   will announce its FY2025 Q4 earnings report after the market closes on February 5. Core Financial Indicators – Amazon's revenue is expected to be $211.23B for 2025Q4, up 12.48% YOY. The company previously guided Q4 revenue of 206–213 billion, implying year-over-year growth of 9.7% to 13.4%.  – EPS is estimated to be $1.959, up 5.33% YOY. – On profits, the company had guided Q4 operating profit of 21–26 billion, and results typically come in near the high end. Its upper limit implies a growth rate of 22.6%. Three Things to Watch Global Retail Growth The retail segment grew by 11% in North America and 14%

$Amazon.com(AMZN)$   📊 What Happened Last Week 💥 1. Big AI Investment Rumor Hits Headlines Last week multiple outlets reported that Amazon (AMZN) is in discussions to invest up to $50 billion into OpenAI’s latest funding round, which could value the AI leader near $830 billion / +$100 B fundraising target.  This wasn’t a confirmed deal—just negotiation talk according to Wall Street Journal sources—but it was enough to spur market reactions. ⸻ ☁️ 2. AWS Still a Key Strength Even in a broader tech selloff, AWS (Amazon Web Services) has remained a strong narrative anchor for AMZN: • AWS is viewed as a critical infrastructure platform for AI, cloud, and enterprise computing. • Investors are watching AWS’s role amid

Amazon's Q4 earnings report has sent mixed signals to the market, with the company's revenue growth and cloud computing segment (AWS) performance being positives, but the significant increase in capital expenditures (CapEx) and collapse in free cash flow raising concerns. The 50% YoY increase in CapEx guidance for 2026, which is nearly 40% above consensus estimates, has spooked investors, leading to a decline in Amazon's stock price. The market is worried that Amazon's aggressive investment in areas like data centers, chips, and satellite technology may put pressure on the company's profitability and cash flow. The disclosure of 10B+ annualized revenue from Trainiumand Graviton chips is a positive, but the added costs, including 1B for LEO satellite expenses, are weighing on the compa

The potential $50 billion investment in OpenAI by Amazon Web Services (AWS) is a strategic move that could significantly impact the company's competitive positioning in the AI infrastructure and applications market. This investment, if realized, would not only bolster AWS's capabilities in AI but also potentially accelerate long-term revenue growth beyond its core cloud services. Strategic Implications of the Investment Enhanced AI Capabilities: A $50 billion investment in OpenAI would substantially enhance AWS's AI capabilities, allowing it to offer more sophisticated and competitive AI services to its customers. This could include advanced natural language processing, computer vision, and predictive analytics, among others. Competitive Advantage: Such an investment would place AWS in a s

🚨🚨🚨Market sentiment today is characterized by a "risk-off" mood as investors pull back from both traditional tech stocks and digital assets. Here is your summary for Thursday, February 5, 2026. 📉 Crypto Market Summary The cryptocurrency market is currently under significant pressure, hitting levels not seen in over a year.  * Bitcoin (BTC): Dropped nearly 2% today to around $71,000, marking its lowest point in 15 months. It has now retraced over 42% from its October 2024 peak of $126,000.  * Market Cap: The total crypto market cap has shed approximately $460 billion in value over the past week.  * Key Drivers: Analysts point to a lack of "crypto-specific" bad news, instead blaming a spillover from a global sell-off in technology stocks. High leverage in the system has trigge

$Amazon.com(AMZN)$  Not necessarily, but the risk of a $200 test is now non-trivial. Here is the clean framework. What the market is grappling with Amazon delivered a genuine upside surprise on growth. AWS at +24% is a re-acceleration, not noise, and $10B+ annualised Trainium and Graviton revenue confirms Amazon is monetising its own silicon earlier than many expected. The issue is capital intensity. A 59% jump in PPE capex, plus guidance for 2026 capex +50% YoY and ~40% above consensus, reframes Amazon as an infrastructure builder first and a cash generator later. The 70%+ free cash flow collapse is not cyclical volatility. It is the direct consequence of front-loading AI, logistics, and LEO satellite investment. Why $200 becomes a line in t

$Amazon.com(AMZN)$  A sustained move to $200 would require a material narrative break, not just capex anxiety. On current evidence, that looks unlikely without a broader market drawdown. Why the downside is limited. AWS accelerating to 24% growth, alongside disclosed $10B+ annualised revenue from Trainium and Graviton, reinforces that Amazon is not spending blindly. This is strategic capex aimed at controlling AI unit economics long term. Investors may dislike the near-term free cash flow collapse, but the market has historically tolerated negative FCF when AWS growth reaccelerates. What is pressuring the stock. The issue is timing mismatch. Capex is front-loaded while monetisation lags. A 50% YoY capex guide for 2026, well above consensus, c

$Amazon.com(AMZN)$  Unlikely, barring a sharp macro shock. Amazon at $200 would imply the market is treating this as a structurally impaired business rather than a margin-depressed one. The results do not support that view. Why a $200 breakdown is not the base case AWS momentum is real. A 24% growth rate, the fastest in over three years, suggests AI workloads are finally scaling beyond pilots. The $10B+ annualised run rate from Trainium and Graviton signals early monetisation, not just speculative capex. FCF weakness is self-inflicted, not cyclical. The 70%+ collapse is driven by deliberate front-loading of data centres, chips and LEO satellites. This compresses near-term cash flow but expands long-duration earnings optionality. Capex optics

$Amazon.com(AMZN)$  This is ultimately a capital allocation and timing question, not a demand question. Can AWS absorb a hypothetical US$50B OpenAI-style bet? From an operating standpoint, yes. Amazon generates enough operating cash flow for AWS to sustain heavy investment without existential strain. The issue is free cash flow optics, not balance-sheet survival. A deal of this size would front-load cash outflows while monetisation lags, temporarily compressing FCF and keeping investors focused on capex discipline rather than growth acceleration. However, if structured partly through equity, long-dated commitments, or capacity-sharing agreements, the near-term FCF hit could be softened. AWS’s scale gives it flexibility smaller hyperscalers do

$亚马逊(AMZN)$   This quarter wasn’t about retail. AWS growth re-accelerated above 23%, with backlog rising alongside it. Retail supports margins, but AWS is driving growth again.

In the short term, Amazon's stock price will be under pressure due to a drop in free cash flow (FCF) expectations (which has fallen by 10% after the day). But in the medium to long term, AWS's accelerated growth and the success of self-developed chips have proven that its AI strategy is effective. And it's a giant that truly owns the complete closed-loop "chip-cloud-app" and truly sees billions of AI revenue landing. If you believe that AI is the next industrial revolution, Amazon's current plunge, probably for the next five years, is buying an expensive but necessary ticket. But for investors pursuing short-term cash returns, please stay away for the time being.

$Amazon.com(AMZN)$ my first place agenda i an exited again to take my time to learned new things constamructioon and grow nutrition and j am very exiting and proud this should be the first house in my life?