Buy AMZN by Apr 21, 2027.

The more I read into it, the more it feels like this isn’t really about the investment itself. What stands out is how tied the relationship is becoming. Anthropic isn’t just getting funding, they’re expected to spend over $100B on AWS over time, which basically anchors a big part of their future to Amazon’s infrastructure. It doesn’t really look like the usual “big tech backs AI startup” story. It feels more like a long-term positioning move around infrastructure, where the …