#BinancePick
My Binance Pick Today: $AMZN — AWS is sold out, can spending keep up?
My Pick: $AMZN beats expectations.
Amazon reports Q3 after the close tonight, October 29. Analysts expect revenue around $202.3B, up 12.3% from $180.2B a year earlier, and EPS $1.96.
Why I'm bullish:
- AWS is the main focus, with segment revenue expected at $45.6B.
- AWS capacity was sold out for 2026 and largely sold out for 2027, so demand is not the question.
- Advertising and retail are still solid, and AI demand on Bedrock is growing.
The risk, honestly:
- Investors will look for any update to capex guidance of about $220B for 2026. After $MSFT won on spending discipline and $GOOGL fell on cash burn, $AMZN's spending story matters more than ever.
- Consensus is already near the top of Amazon's own $197-202B sales guide, so a clean beat is not enough, guidance has to hold.
My take: I picked $AMZN to beat, driven by AWS. But if AWS growth steps down clearly or capex jumps again, even a beat can sell off.
What's your Pick $AMZN or $LLY?
Not financial advice, just my Binance Pick for today.
#BinancePick #EarningsSeason $AMZN $MSFT
My Binance Pick Today: $AMZN — AWS is sold out, can spending keep up?
My Pick: $AMZN beats expectations.
Amazon reports Q3 after the close tonight, October 29. Analysts expect revenue around $202.3B, up 12.3% from $180.2B a year earlier, and EPS $1.96.
Why I'm bullish:
- AWS is the main focus, with segment revenue expected at $45.6B.
- AWS capacity was sold out for 2026 and largely sold out for 2027, so demand is not the question.
- Advertising and retail are still solid, and AI demand on Bedrock is growing.
The risk, honestly:
- Investors will look for any update to capex guidance of about $220B for 2026. After $MSFT won on spending discipline and $GOOGL fell on cash burn, $AMZN's spending story matters more than ever.
- Consensus is already near the top of Amazon's own $197-202B sales guide, so a clean beat is not enough, guidance has to hold.
My take: I picked $AMZN to beat, driven by AWS. But if AWS growth steps down clearly or capex jumps again, even a beat can sell off.
What's your Pick $AMZN or $LLY?
Not financial advice, just my Binance Pick for today.
#BinancePick #EarningsSeason $AMZN $MSFT
