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Aug 2 at 04:50 AM
$Amazon(AMZN.US)delivers well
Amazon’s results strengthened my bullish view because the company’s two highest-quality businesses—AWS and advertising—continued to deliver healthy growth.
While free cash flow softened due to ongoing AI infrastructure investment, I view that as a strategic decision rather than a structural weakness.
If AWS continues accelerating alongside enterprise AI adoption, today’s elevated capex could become tomorrow’s competitive moat.
For long-term investors, I believe Amazon remains one of the best-positioned companies to monetise the AI cycle across both cloud computing and e-commerce.
@Captain's Watch
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