No. of Recommendations: 1
Ditto....
Feb-05-2026
SEP-IRA ***5040
YOU BOUGHT AMAZON.COM INC (AMZN) (Cash)
Date
Feb-05-2026
Symbol
AMZN
Symbol description
AMAZON.COM INC
Type
Cash
Shares
+485.000
Price
$200.50
Amount
XXXXXX
Settlement date
Feb-06-2026
Returns on capex now top stock driver Mgmt. forecasts $200bn in total capex, well above Street at $148bn, with the majority directed toward AWS. Amazon indicated that accelerating AWS demand enables immediate capacity monetization, suggesting more potential rev. growth acceleration ahead (backlog growth at approx. 40% above rev. growth). Mgmt. seems confident in their ability to forecast demand signals, and that AI presents an “unusual opportunity” to capture incremental demand as customers move data to the Cloud to utilize AI. Amazon is not alone in this investment, and we think it makes sense that Amazon is investing more than competitors give AWS’ leading customer and revenue base.
<AMZN ba 020626.pdf>
