Watching $AMZN closely here. AWS just posted 37% growth to $42.2B—fastest pace in 18 quarters—with a $496B backlog that's frankly absurd. Advertising up 26% to $19.8B, operating income +43% to $27.5B, and both AI and custom chip businesses now running above $25B annually. This is the kind of compounding infrastructure play that doesn't get enough credit. If you're building a long-term U.S. equities book, Amazon's margin expansion story and AI positioning are hard to ignore. Not just a retail name anymore—this is cloud, chips, and ad monetization all firing at once.