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 

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 

Amazon looks set to rally into its Q1 report and then fall again, because heavy non-AWS investment weighs on operating income and the stock works in harvest years, not investment years. A clean operating income guide needs a huge AWS beat to flow through, and people already put out very high AWS numbers. Layoffs help, but not enough against data-center and fulfillment efficiency comps. It is a crowded long that has crushed Microsoft on relative performance, with market caps approaching parity. … Show more

Amazon is nearing $3 trillion and all-time highs after CEO Andy Jassy highlighted a $496 billion backlog and the returns locked in on its AI spending. That bullish story deserves more attention than it is getting. 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 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's AWS acceleration is beginning to support the case for its heavy AI investment cycle. Q3 AWS revenue grew 39.3% to $46B and operating income rose 55% to $17.8B; company operating margin hit a record 13.9%. Andy Jassy says Prime Video generates tens of billions in annualized revenue and is independently profitable. The EPS miss, slower 11% ad growth and roughly $220B of 2026 capex remain worth watching, but the long-term view stays extremely bullish. x.com 

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 

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 

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