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 

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 

Amazon's weak retail growth has shaken the earlier buy case. Online-store sales rose just 2% year over year, and the retail numbers look so poor that it is no longer clear at what price the shares are a buy. x.com  x.com  x.com 

Amazon normally has a good fourth quarter, making its current quiet trading a time to buy. x.com 

Amazon's bear narratives, from oil and its exposure to a possibly peak-timed Anthropic IPO to consumer slowdown and Bezos selling, miss that AWS growth has accelerated. AWS was growing 17% a year ago with the stock at $230; it now grows over 40%, yet the stock is only $258. The stock has already given back half its earnings pop. x.com  x.com 

Amazon is one of the market's great opportunity-cost traps. After its earnings and historic capex spending, the stock risks moving sideways for a long period, locking up capital that could earn much better returns elsewhere. x.com 

Amazon looks attractive because AWS is growing 36% year over year while being less exposed to OpenAI and Anthropic than peers. That combination offers strong growth with less single-lab risk, yet Amazon trades near its lowest valuation ever. x.com 

Amazon's post-earnings dip is a buying opportunity because the Street wrongly believes its capex is too high, and the stock has since whipsawed back to all-time highs. x.com  x.com 

Amazon is uninvestable despite looking very cheap on above-consensus estimates, because everyone else's numbers are also above the Street, leaving no incremental buyers. x.com 

Amazon's next earnings should be solid, with AWS set to shine. x.com