Some of my long term $AMZN thesis
Businesses are going to spend more on AI, and they already have the customer relationships to capture that spending through AWS. Training models and deploying agents create more demand for compute. AWS grew 37% YoY in Q2, with operating profit
Gaetano@Gaetano2026I want hyperscalers to be a major investment sleeve over the next few years...
$META $ORCL $AMZN $GOOG $MSFT
These businesses already sit inside so much of what we do.
AI gives them a way to earn more from those existing relationships as software starts doing more of the
