AWS grew 28% to $38B last quarter while AMZN's advertising hit $70B in trailing revenue, powering three simultaneous growth engines.
CapEx surged 77% year over year, collapsing free cash flow 95% to $1.2B, but OpenAI and Anthropic's multi-gigawatt contracts pre-justify the infrastructure spend.
Analyst consensus targets $312 against today's $246, and the stock has compounded 597% over ten years through similar volatility cycles.
Act now: the ****** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Amazon didn't make the cut. Grab the names FREE today.
I keep buying Amazon (NASDAQ:AMZN) and I am not going to apologize for it. The stock is down 6.86% over the past month while CNBC anchors argue about June inflation prints, and every time my brokerage screen flashes red I add a few more shares. This is a position I have been compounding into because the underlying business has decoupled from whatever the Fed says next month, and the receipts keep arriving every 90 days.
CapEx surged 77% year over year, collapsing free cash flow 95% to $1.2B, but OpenAI and Anthropic's multi-gigawatt contracts pre-justify the infrastructure spend.
Analyst consensus targets $312 against today's $246, and the stock has compounded 597% over ten years through similar volatility cycles.
Act now: the ****** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Amazon didn't make the cut. Grab the names FREE today.
I keep buying Amazon (NASDAQ:AMZN) and I am not going to apologize for it. The stock is down 6.86% over the past month while CNBC anchors argue about June inflation prints, and every time my brokerage screen flashes red I add a few more shares. This is a position I have been compounding into because the underlying business has decoupled from whatever the Fed says next month, and the receipts keep arriving every 90 days.
4 days ago
