@drjstrategy · Long AMZN

Call · @drjstrategy · #36 on the leaderboard

@drjstrategy

@drjstrategy · Fri, Jul 31

Amazon’s AI Payback Test Amazon just gave the cleanest answer yet to the AI capex debate: demand is still outrunning supply, and AWS is still monetizing that gap at premium margins. With AWS up 37 percent to a $169 billion annualized run rate and operating margin near 39

49d agoview on X ↗media on X

tweeted Fri, Jul 31 · counted from Mon, Aug 3 close

Read as

Long AMZN · High confidence

Confidence

High0.96

Counted from

Mon, Aug 3 · market close

Rank since this call

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Sep 11

—

Sep 13

#18

Sep 14

#28

Sep 15

—

Sep 16

#36

Sep 17

Leaderboard position per scored day, never a price chart. Other calls were active in this window; no single call is credited.