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 

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 

China's entry into chip design and fabrication is a structural change: stop fading China as Western AI chip and cloud leaders get steeply discounted. China dominates nearly every manufacturing category; with multi-patterning its DUV tools perform near newer nodes and could scale massively or reach EUV. Chinese open models co-designed for Chinese chips could pull sovereignty-minded countries onto its tech stack. As Ford fared after China joined the WTO, so may Nvidia, ASML, TSMC and AWS by 2050. … Show more

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 

Amazon's faster AWS growth and broader profit support its investment case, but returns on infrastructure spending remain uncertain. AWS supplied about 60% of the $10.7B rise in operating income and North American retail about 37%. Trailing net capex of $210.7B exceeded $168.3B of operating cash flow. Much of the spend is on chips and servers with lives well under a decade; the test is how quickly capacity becomes AWS revenue. x.com  x.com  x.com 

Amazon will trade at $250 in 10 years because AWS and retail refuse to accelerate at the same time. x.com 

Anthropic's compute commitments point to future revenue for Alphabet, Amazon, Microsoft, Broadcom and Nvidia. Its S-1 reports 14-fold revenue growth, positive second-quarter 2026 EBIT and more than $600 billion committed to compute through 2045. The AI trade is alive and well, more than expected, provided demand keeps pace with those commitments. x.com 

Amazon's AI cloud business is accelerating even as the stock sits 11% below its August high. Q2 revenue grew 20% to $200.6 billion, AWS grew 37% to $42.2 billion, its fastest in 18 quarters, and the AWS backlog stands at $496 billion. The custom chip business now runs above $25 billion a year, with Anthropic and OpenAI both committed to Trainium. x.com 

AI chip suppliers remain preferable to hyperscalers as the AI buildout outgrows big tech's balance sheets. AI capex forecasts rose $400B, but required funding hit $5.5T; cash flow ($1.0T) and new equity ($0.4T) cover barely a quarter, leaving high-grade debt ($2.1T) and alternative capital ($1.4T). Hyperscaler debt jumped 92% with 81% capex growth, versus 4% for other high-grade issuers, turning cash-rich credits into capital-intensive utility profiles, super bullish for semis. x.com  x.com 

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