$Amazon(AMZN.US) The market reacts strongly to capex. Google $Alphabet - C(GOOG.US) projected $180B for 2026 —about 50% higher than expected 😂—and the market couldn't handle it.
Amazon's capex last year was $125B, with earnings tomorrow. Knowing Amazon's style, its capex will likely be similar to Google's, if not higher.
If AWS growth hits 23% with $180B capex, it'll probably drop more than Google did 😂. If growth reaches 25% with that same $180B capex, then okay—it could take off.
not an financial advice
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