---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/43097146.md"
description: "$Amazon(AMZN.US) Amazon FY26 Q2:Revenue: +20% to $200.6 billion 📈Profit margin 14% (📈 +2pp)☁️ AWS Cloud:Revenue +37% to $42.2 billion 📈 This is the key pointProfit margin 39% (+6pp YoY)Expenditure raised from $200 billion to $220 billion 😂And then it went up! 📈"
datetime: "2026-07-30T23:45:06.000Z"
locales:
  - [en](https://longbridge.com/en/topics/43097146.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/43097146.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/43097146.md)
author: "[价值&投资](https://longbridge.com/en/profiles/3090.md)"
---

# $Amazon(AMZN.US) Amazon FY26 Q2:Revenue: +20% to $…


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## Comments (47)

- **迪卡 · 2026-07-31T10:09:30.000Z**: Bro, are there still long calls on Amazon available now?
- **学会空仓的小刘鸭 · 2026-07-31T05:06:00.000Z**: Haha, so funny, the last sentence says 'increased capex by 20 billion, and then ~ it went up', goog is really helpless
- **狙击手自力更生 · 2026-07-31T02:48:12.000Z**: Google was wrongly sold off; it definitely needs to make up for the drop.
- **dx3906 · 2026-07-31T01:27:31.000Z**: Is there a chance to add more Google long calls, Value Bro?
- **ＱQice · 2026-07-31T01:19:06.000Z**: Excellent👍
- **捡贝壳去咯 · 2026-07-31T00:50:48.000Z**: The value investor with god-like long call skills. Will Amazon's call be exercised today?
- **沃伦.YANG 先生 · 2026-07-31T00:47:50.000Z**: Google, TSMC, and Tesla are the top three positions; wait patiently.
- **霖岚 · 2026-07-31T00:33:46.000Z · 👍 1**: Dare not bet on the earnings report, ran early on the call last night, but it seems like every time I try to avoid risk, I end up missing the rally 😵‍💫
  - **剑影独行侠** (2026-08-01T00:10:20.000Z): If you gamble, you'll die trying; if you don't, you'll skyrocket. Isn't that frustrating?
  - **霖岚** (2026-08-01T02:03:32.000Z): Yes
- **Silas_ · 2026-07-31T00:15:03.000Z**: Just waiting for Google, quietly bottom-fishing 🤣
- **jessie_liu2016 · 2026-07-31T00:08:05.000Z**: I'm speechless 😓
- **Jonah Ji · 2026-07-31T00:07:41.000Z**: Truly full of vitality, with all things competing to flourish 🤣
- **vicent123 · 2026-07-30T23:59:24.000Z · 👍 1**: Google took care of everything, such great performance
- **价值滑头 · 2026-07-30T23:58:03.000Z · 👍 2**: Jiazhi Ge is awesome
- **川普忧郁的眼睛 · 2026-07-30T23:57:44.000Z · 👍 1**: Bro, are you still holding Google? Yesterday I adjusted my position in Tesla following your lead, and I still have a heavy long call position on Google.
- **止损&空仓 · 2026-07-30T23:53:54.000Z · 👍 11**: Now you're not looking at capital expenditures anymore? The ups and downs are all up to me on Wall Street.
  - **价值&投资** (2026-07-30T23:55:15.000Z): 🤣
- **炒股养猫 · 2026-07-30T23:50:49.000Z**: Google teacher has become a real clown 🤡
- **山雨 · 2026-07-30T23:50:14.000Z · 👍 1**: Morning bro, hardware passes three levels
- **图灵的交易员 · 2026-07-30T23:48:19.000Z · 👍 1**: Good morning, Value Bro
- **Lucky_FU · 2026-07-30T23:47:56.000Z · 👍 2**: So, Google sacrificed itself, burning itself to light up others 🐶
- **赶英超美 · 2026-07-30T23:47:35.000Z · 👍 17**: Google: Same story, why forgive him but target me?
  - **价值&投资** (2026-07-30T23:57:24.000Z): That's just how Wall Street talksOtherwise, how do they make money?
  - **Lucky2026** (2026-07-31T00:01:12.000Z): Is it intentionally targeting Buffett?
  - **古希腊掌管股票的神** (2026-07-31T00:01:32.000Z): I'm really feeling terrible. I bought options for Tesla, Google, Microsoft, and Amazon, with heavy positions in Google and Microsoft. But Google crashed hard and I lost a lot. I sold my Microsoft and