<p>Bros, <span class="security-tag" type="security-tag" counter_id="ST/US/NVDA" name="NVIDIA Corporation" trend="0" language="en">$NVIDIA(NVDA.US)</span> is still falling so much today! I get trapped every time I enter. Coming to pick people up. Try a short position, let's go!</p>

🚀🌍 Amazon has been approved to launch 4,500 satellites, directly confronting Starlink. $Amazon(AMZN.US) is entering the era of real space competition.

While the market still simply sees Amazon as an e-commerce and cloud computing company, it has already obtained the key pass to enter the next stage of competition.

The U.S. FCC has officially approved Amazon to launch up to 4,500 low Earth orbit internet satellites.

What does this mean?

It means $Amazon(AMZN.US)'s LEO plan is no longer just a concept; it has received substantial regulatory green light. It also means it will directly enter a head-on confrontation with SpaceX's Starlink.

Currently, Starlink has approximately 9,646 satellites in orbit, with about 9,636 operating normally. This scale has already created network advantages, orbital density, and a first-mover moat.

But the core of competition has never been "who launches first," but "who can operate at scale in the long term."

Amazon's logic is clear:

First, it has sufficient capital strength. The LEO network is a typical heavy-asset, long-term investment project that can hardly proceed without cash flow support, and $Amazon(AMZN.US) has the patience for it.

Second, it has a global cloud computing infrastructure. AWS and the future satellite network are not isolated; they can create synergies in scenarios like enterprise communications, edge computing, and data transmission.

Third, it possesses a mature global logistics and commercial system. Once the satellite network matures, the integration capabilities for both To C and To B will become a differentiated advantage.

Of course, the reality is also clear.

Starlink already leads in scale and deployment speed. It is ahead in orbital resources, user numbers, and commercial validation. Amazon is not entering a blank market but a track with a strong competitor already present.

This competition will not be decided within a year.

It will be a long-term contest of capital, execution, and technological integration capabilities.

From an investment perspective, this event is more like a strategic signal.

$Amazon(AMZN.US) is no longer just a combination of e-commerce and cloud business; it is extending into the global communications infrastructure layer. As long as the execution path is clear, the market will eventually re-evaluate this potential strategic value.

The question is not whether Amazon can surpass Starlink.

The question is, when satellite internet becomes part of the global infrastructure, have you realized that $Amazon(AMZN.US)'s boundaries are being redefined?

📬 I will continue to dissect companies like $Amazon(AMZN.US) that are crossing industry boundaries, tracking changes in strategy implementation and valuation logic.

When traditional giants enter a new battlefield, are you watching, or are you positioning ahead of time?