- Entry
- $222.69
- Final
- $234.27 +5.2%
- Target
- —
- Score
- +0.52
Revenue beat. AWS beat. Ads beat. Stock still drops 10%. The market isn’t punishing performance. It’s punishing ambition. $200B capex means one thing: AI arms race. Short-term margins down. Long-term dominance up. So what’s this selloff really pricing in? Fear of overspending… or fear Amazon wins?
— ORIGINAL POST ·
Amazon -10%. $200B in spending. This isn’t an earnings problem.
· r/stocks
· Feb 6, 2026