Why could a slowdown in data center construction help Amazon?

An interesting twist from Cramer.
Everyone is worried that data center construction will slow down. But he says the opposite: in exactly this kind of scenario, the big players come out ahead.
His point is simple. Smaller companies need huge amounts of money to build, loans are getting more expensive, and things are getting tough for them. But Amazon has money, AWS, and its own business to weather it all.
That’s why he calls AMZN the stock to hold if the AI market cools off a little.
Here are the numbers right now: AMZN is trading around $268.5, up more than 3% on Monday. And talk of $300 as a target is still going strong—that’s about 10% more upside.
I’m not saying it’s definitely going to happen. But Cramer’s logic is clear: when the hype fades, the giants remain.
What do you think? Is an AI slowdown bad for Amazon, or is it actually good? Let me know 👇
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