Loading up on Amazon at $250. This stock is only up \~50% over the last 5 years. AWS, ads, logistics, etc all ripping. AWS growth is accelerating. Deal with meta for Muse compute. Efficiency from robotics in warehouses and logistics. Anthropic investment worth a quadrillion. Jada Jada Jada.
The market hates capex but it’s a drop in the bucket for them and they’re one of the best positioned hyper scalers. There will be a vibe shift and rerating at some point soon. The stock feels cheap with little downside.
And yes, I’m a regard and sold my long term meta shares in the six hundreds to build this position.
As long as daddy Jeff doesn’t sell a bag and rug pull so he can blow up another Blue Orgy rocket or the entire market doesn’t get nuked.
