$Amazon(AMZN.US)ContextAmazon is a mix of online retail, advertising and its cloud business AWS, with AWS and AI spendin…
$Amazon(AMZN.US)
Context
Amazon is a mix of online retail, advertising and its cloud business AWS, with AWS and AI spending the main focus for investors. Its latest earnings slightly missed expectations on profit and revenue even though AWS growth was its fastest in nearly five years and profit margins hit a record and the shares fell sharply after hours.
My trade
I bought in a few small lots over about three weeks in mid 2025 while the price was dipping. The position is in the green though well below the high from earlier this year.
Takeaway
Spreading small buys across a dip worked out reasonably and I am holding for the long term while I watch whether AWS growth keeps up with the heavy AI spending.
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