$Amazon.com(AMZN)$ I added to my AMZN position as the outlook for 2026 strengthens. TD Cowen highlights three major drivers: faster AWS revenue growth, renewed momentum in eCommerce and advertising, and continued margin expansion. AWS is set to accelerate meaningfully from 4Q25 through 2027, powered by rising core and AI workloads and increased AI capacity from the ongoing infrastructure buildout. These catalysts reinforce Amazon’s leadership in cloud and digital commerce, making the stock an attractive long-term compounder.
| Side | Price | Filled | Realized P&L |
|---|
| Buy Open | 227.48 0 | +0.51% Holding |
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