frankdev
@frankdev Bought $AMZN @193.59
Spain
๐”ธ๐•ž๐•’๐•ซ๐• ๐•Ÿ: ๐”ธ๐•€ ๐•€๐•Ÿ๐•ง๐•–๐•ค๐•ฅ๐•ž๐•–๐•Ÿ๐•ฅ๐•ค ๐”ป๐•ฃ๐•š๐•ง๐•š๐•Ÿ๐•˜ ๐”ฝ๐•ฆ๐•ฅ๐•ฆ๐•ฃ๐•– ๐”พ๐•ฃ๐• ๐•จ๐•ฅ๐•™ Iโ€™ve just opened a position in Amazon ($AMZN (Amazon.com Inc)), allocating 3.07% of my equity at $193.32. Hereโ€™s why Amazonโ€™s aggressive push into Artificial Intelligence could be a game-changer: ๐™†๐™š๐™ฎ ๐™๐™š๐™–๐™จ๐™ค๐™ฃ๐™จ ๐™๐™ค ๐˜ฝ๐™ช๐™ฎ ๐˜ผ๐™ˆ๐™•๐™‰ ๐™‰๐™ค๐™ฌ โ€ข Massive AI Capex Amazon expects $100B in capital expenditure for 2025, with most of it going toward AI initiatives in AWS. This โ€œsuffer now, profit laterโ€ approach is setting the stage for major earnings growth. โ€ข AWS Dominance AWS is already a market leader, but recent AI demand has pushed capacity limitsโ€”highlighting the strong, unmet appetite for its AI solutions. โ€ข Untapped AI Potential CEO Andy Jassy calls AI the โ€œbiggest opportunity since cloud.โ€ This signals Amazonโ€™s belief in AIโ€™s massive upside for both internal efficiency and external growth. โ€ข Proprietary AI Models Innovations like Rufus and Amazon Q have already saved $260M and 44,500 developer years. Scaling these technologies could unlock exponential revenue potential. โ€ข Long-Term Growth Although short-term free cash flow might be affected by increased investments, Amazonโ€™s history shows that reinvesting in technology leads to significant long-term gains. AI is poised to be the next profit engine for the coming decade. While some analysts worry about near-term EPS impacts, Amazonโ€™s proven track record of turning bold bets into thriving businesses makes $AMZN (Amazon.com Inc) a compelling choice for long-term investors. #Amazon #AMZN #AI #ArtificialIntelligence #AWS #StockMarket #Investing #LongTermInvestment
AMZN
Amazon.com Inc
211.72
-1.14 (-0.53%)
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