@augusteprompt · Long AMZN

A quarter trillion dollars in capex in a single year and they’re not slowing down… Only 3% of households in the US pay for AI and robotics and driverless cars haven’t even take off yet. Buy compute.

P Equity Research 📰@pequityresearch

CEO of AWS, Matt Garman, on Amazon's CapEx spend: "The capex expense needed to deploy all of the compute everyone needs right now is massive. Our capex is $220 billion for 26. It's the largest expense we've ever had, maybe any company has ever had in a single year. We don't

1:24

Read asLong AMZN

Since the call+86#160 → #74

#74 of 176 rankedThe analyst's rank today

Medium · 0.89Confidence

Sat, Oct 10Tweeted

Mon, Oct 12 closeCounted from

44% of the basket · day 9fades out by Nov 21

Rank per close

#160

Oct 12

#129

Oct 13

#128

Oct 14

#140

Oct 15

—

Oct 18

#74

Oct 19