I added to my AMZN position following its Q4 2025 earnings. While UBS lowered the price target to $301, Amazon’s FY 2026 capex guidance of $200 billion signals aggressive investment in growth, exceeding market expectations. Notably, AWS is projected to double growth to 38% in 2026, reflecting its strong cloud dominance. Even with elevated spending, Amazon is expected to sustain mid-30% growth through 2027. This combination of strategic reinvestment and robust cloud expansion underpins my confidence in long-term value creation and justifies increasing exposure to the stock.
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