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Daniel

Self-Directed Investor, YouTube Investing Creator

30 Sep, 19:31Latest

Amazon at $250 is the most obvious buy in the market because AWS's faster growth shifts its mix toward its highest-margin business, so earnings should grow faster than revenue. AWS is the largest cloud provider, adds more absolute revenue than any rival, and grew 37% in Q2, its fastest in 18 quarters; BofA expects 40% in Q3. AWS already generates 58% of operating income, a bigger margin upgrade than cloud offers Microsoft or Alphabet. Amazon's capex meets demand that already exists. x.com x.com

AMZN

8 Sep, 18:28

Amazon is the hyperscaler that still hasn't been priced like one, while the market hunts for the next AI infrastructure winner. AWS, about 57–58% of Amazon's operating income, grew revenue 37% last quarter, its fastest in 18 quarters, an insane acceleration at that scale. Nebius CEO Arkady Volozh said compute demand is growing fast enough for many winners, so giants can keep growing as neoclouds explode. Microsoft and Alphabet trade near $4T valuations while Amazon has mostly gone sideways. x.com

AMZN

Dray

Finance Student, Stock Investor, Technology & Business

21h ago

AMZN

Amazon's AWS growth remains strong despite slight earnings misses. AWS revenue rose 39% year over year in Q3. Increased 2027 capex could still weigh on the shares in the short term, even if demand continues to rise. x.com x.com x.com x.com

Cole Grinde

Stock & Options Investor, Dividends/Value/Fundamentals, Tesla

23h ago

AMZN

Amazon's AWS growth makes the earnings dip a buying opportunity. Sam Badawi says AWS grew 39% to $46 billion in the quarter; DudeWhoInvests says AWS is projected to grow more than 40% in 2027 and 2028. Buying the dip looks wise. x.com x.com x.com x.com

Investor_NICK

Biotech & Technology Investor

23h ago

AMZN

Amazon's unusual long-term AWS guidance looks desperate and leaves its stock looking dead. @P_Remarks says Amazon normally avoids long-term guidance and speculates that its projection of over 40% AWS revenue growth in both 2027 and 2028 was a Hail Mary to offset a quarter weak relative to expectations. x.com

Nicholas Mugalli

Institutional TMT & Macro Research, AI/Semiconductors/Policy

29 Oct

AMZN

Amazon's record AI spending looks backed by AWS demand, despite pressure on near-term profit. AWS grew 39% to $46bn, and CEO Andy Jassy projects growth above 40% in both 2027 and 2028. Quarterly capex reached $77.3bn, almost $20bn above expectations; the Q4 profit guide missed and retail ads softened. AWS acceleration makes the drop worth buying. Overweight; $370 target. x.com x.com

Sam Badawi

Stock Analyst, Creator of Origins of Alpha & Quarterly Conviction

29 Oct

AMZN

Amazon's AWS grew 39% on $46 billion of quarterly revenue, outweighing concern over the stock's 10% after-hours decline. Amazon is a buy below $200. x.com

Roger

Business Owner, Former Assistant Research Professor

27 Oct

AMZN

Amazon's hundreds of billions in AWS GPU spending are generating billions in additional sales without the operating-margin payoff expected from that investment, worsening its credit risk. The attached AWS chart shows quarterly revenue rising from $23.1 billion in Q3 2023 to $42.2 billion in Q2 2026, alongside operating income rising from $7 billion to $16.6 billion; the concern is the return on the GPU spending. x.com

Andres Cardenal

CFA, Economist & Financial Analyst, Investment Columnist

21h ago

AMZN

AWS's rapid growth in a huge business makes the long-term outlook decisively bullish for Amazon and the AI ecosystem. AWS revenue grew 39.3% year over year in September 2026; management guides for growth above 40% in 2027 and 2028. Amazon is always very conservative with guidance, making that AI outlook doubly bullish. x.com x.com x.com

LongGameEquity

Long-Term Investor, AI & Software

23h ago

AMZN

Fast peer-cloud growth makes a bullish Amazon earnings view hard to resist. Azure grew 48% and Google Cloud 103%; the forecast is for 42%+ AWS growth. AWS is expected to grow over 40% annually over the next two years, so selling Amazon here risks missing that growth. x.com x.com

Pegasus

Long/Short Equity Investor

20h ago

AMZN

Amazon's negative free cash flow and far-off AWS guidance add to its investment risk. Free cash flow is -$42 billion. True_yes_man describes Jassy extrapolating fourth-quarter AWS revenue at 40% growth for five years. That guide cannot be taken seriously; it resembles the Tesla and Nvidia playbook of projecting years ahead to support the market into the midterms, then recalibrating later. x.com x.com

Yimin X

Founder of YX Insights, Ex-FX/Rates Market Maker

23h ago

AMZN

Amazon's AWS growth still drives its valuation, making the post-earnings decline look temporary despite misses elsewhere. AWS grew 39% to $46 billion, above the $45.4 billion expected; Jassy sees growth above 40% in both 2027 and 2028. Earnings, advertising and Q4 sales guidance missed expectations, while trailing free cash flow was negative $42.4 billion. x.com x.com

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