🚨 $AMZN SMASHES $3T SPACE — AI CLOUD DEMAND IGNITES 20% RALLY 💥
Wall Street just woke up to the new AI pecking order. $AMZN exploded 20% in two sessions after earnings, crossing a $3 trillion market cap intraday for the first time — and AWS is the jet fuel. 📊
Q2 revenues hit $200.6B, up 20% YoY, while AWS grew 37% to $42.2B — its fastest pace in 18 quarters. The backlog surged from $364B to $496B, meaning AI compute demand is still far from satiated. 🌊 Jassy is so confident he's hiking 2026 capex to $220B, even admitting the infrastructure won't keep up until 2028. ⚡
💬 When revenue recognition lags investment by years, do you trust the backlog or the balance sheet? 👇
⚠️ Not financial advice. Always manage your risk. 🛡️
🏷️ #AMZN #AI #CloudComputing #Earnings #Bullish
🐂 🌕
Wall Street just woke up to the new AI pecking order. $AMZN exploded 20% in two sessions after earnings, crossing a $3 trillion market cap intraday for the first time — and AWS is the jet fuel. 📊
Q2 revenues hit $200.6B, up 20% YoY, while AWS grew 37% to $42.2B — its fastest pace in 18 quarters. The backlog surged from $364B to $496B, meaning AI compute demand is still far from satiated. 🌊 Jassy is so confident he's hiking 2026 capex to $220B, even admitting the infrastructure won't keep up until 2028. ⚡
💬 When revenue recognition lags investment by years, do you trust the backlog or the balance sheet? 👇
⚠️ Not financial advice. Always manage your risk. 🛡️
🏷️ #AMZN #AI #CloudComputing #Earnings #Bullish
🐂 🌕