$AMZN

big-techG↗$2.8T · PE 212 posts · 0 DD · 2 authors

Heavy AI capex defended as core character — margins were never the point

1 year · daily close · posts pinned at their date

$229 → $259 (+13%)● DD● news● gain● loss● yolo○ short-term playhover a dot for the post

Evidence stream (newest first)

discussionQ4.0longDiscussion39 pts · 35 💬 · 23d
Heavy AI CapEx isn't a mistake. It's Amazon's character
Heavy AI capex is not a mistake — it is Amazon's entire character; margins were never the point.
u/kamatbro
newsQ1.035 pts · 34 💬 · 23d
Amazon Q2 Earnings Call Live Transcript
Amazon Q2 earnings call live transcript.
u/wsb-earnings

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