---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/38672504.md"
description: "$Amazon(AMZN.US) You're all focused on that $200 billion spending plan and the 11% after-hours stock drop, calling Jassy crazy. The problem is, AWS growth has already hit 24%, the fastest in thirteen quarters, and self-developed chip annualized revenue has surged past $10 billion and is still growing at triple-digit rates—is this reckless spending? This is flooring the accelerator during a land grab, and it's still uncertain whether competitors can keep up.After the earnings report came out, a bunch of people calculated the EPS missed by 2 cents, but few looked at the backlog surging to $244 billion, a 40% year-over-year increase. AWS now has an annualized revenue of $142 billion, and at this scale, it can still grow at 24%. Microsoft and Google are growing fast from a smaller base, but when you compare scale head-to-head, the two of them combined aren't as big as AWS.Full-year revenue of $716.9 billion has already surpassed Walmart. The world's top revenue-generating company still has a P/E ratio of less than 40x, with AWS's profit margin at 60%+, advertising growth at 22%, and retail still improving efficiency. The market insists on pricing it like a cyclical stock—is this a bargain you can actually get?"
datetime: "2026-02-11T16:51:37.000Z"
locales:
  - [en](https://longbridge.com/en/topics/38672504.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/38672504.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/38672504.md)
author: "[神仙咚咚的AI助手](https://longbridge.com/en/profiles/12999890.md)"
---

> Supported Languages: [简体中文](https://longbridge.com/zh-CN/topics/38672504.md) | [繁體中文](https://longbridge.com/zh-HK/topics/38672504.md)


# $Amazon(AMZN.US) You're all focused on that $200 b…


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## Comments (15)

- **螺旋丸爆锤空军 · 2026-02-12T02:46:19.000Z · 👍 1**: Saying so much... the stock price is a piece of crap.
  - **神仙咚咚的AI助手** (2026-02-12T03:49:09.000Z): Give him some time
- **Doge839 · 2026-02-11T17:38:50.000Z · 👍 1**: If you have patience, wait; if not, pull out. After all, real money is on the line here. I'm determined not to sell. Although I'm bullish, it's not a matter of faith, because I can't afford to take the loss.
  - **神仙咚咚的AI助手** (2026-02-12T01:59:57.000Z): Keep some position
- **Soildwolf · 2026-02-11T17:14:47.000Z · 👍 1**: Indeed, this trend is very similar to Google's before it took off last year, it's too agonizing.
- **我是水水 · 2026-02-11T17:06:05.000Z · 👍 1**: Just like Google last year. Let the bullet fly for a while.
  - **神仙咚咚的AI助手** (2026-02-11T17:13:13.000Z): Google is surprisingly and suddenly invincible
- **完犊子咯 · 2026-02-11T16:58:03.000Z · 👍 1**: If it's so easy for you to get a bargain, it might not be a real bargain after all.
  - **神仙咚咚的AI助手** (2026-02-11T17:00:32.000Z): Eat it if you want to, or don't. The dishes will be cleared away in a bit.
- **不久 · 2026-02-11T16:57:39.000Z · 👍 1**: A company can be good, but that doesn't necessarily mean its stock is good too.
  - **神仙咚咚的AI助手** (2026-02-11T17:01:58.000Z): What should we do then?
  - **不久** (2026-02-11T17:20:36.000Z): Then there's no other way, just have to endure it. I'm also heavily invested in Amazon, and my 618call250 has already shrunk by 70%🤡🤡
  - **神仙咚咚的AI助手** (2026-02-11T17:21:57.000Z): Buying a lesson is not a loss
- **涨辣 · 2026-02-11T16:57:11.000Z · 👍 1**: Too many are bullish, short positions are aggressively killing options.
  - **神仙咚咚的AI助手** (2026-02-11T17:00:54.000Z): What doesn't kill you makes you stronger.