Amazon is a global technology company and streaming platform that serves as a key host for independent cinema, including works by Reema Das. The organization is currently navigating the legal implications of government restrictions on Anthropic while managing the fallout of recent drone strikes that have caused significant outages at its data centers across the Persian Gulf.
Sorted into three lenses: who is speaking, what is being said about them, and where they are aligned or in conflict.
Claims where this entity is speaking directly or being quoted.
Subject
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you know heading into 2026, Amazon has been one of my favorite stocks to own and one I believe is worthy of a buy.
“you know heading into 2026, Amazon has been one of my favorite stocks to own and one I believe is worthy of a buy.”
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analysts are projecting EPS of $7.72 per share in 2026 and $9.34 per share in 2027.
“analysts are projecting EPS of $7.72 per share in 2026 and $9.34 per share in 2027.”
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Amazon reporting that they expect sales to improve in the upcoming quarter to a midpoint of about 209 billion growth of about 11 12% year-over-year.
“Amazon reporting that they expect sales to improve in the upcoming quarter to a midpoint of about 209 billion growth of about 11 12% year-over-year.”
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But in the most recent quarter, the company reported an increase to 20%. Which was a rate of increase above the previous five quarters.
“But in the most recent quarter, the company reported an increase to 20%. Which was a rate of increase above the previous five quarters.”
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That would be a significant upside to what I'm predicting for Amazon stock in 2026.
“That would be a significant upside to what I'm predicting for Amazon stock in 2026.”
Subject
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Amazon has been investing aggressively in building out its in-house chips
“Amazon has been investing aggressively in building out its in-house chips”
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if they're investing hundreds of billions of dollars in this category and the percentage of assets is weighted more towards AWS segment as compared to e-commerce assets like logistics and fulfillment then it leads to the conclusion that the company should become more profitable as a result of these investments over the next few years...
“if they're investing hundreds of billions of dollars in this category and the percentage of assets is weighted more towards AWS segment as compared to e-commerce assets like logistics and fulfillment then it leads to the conclusion that the company should become more profitable as a result of these investments over the next few years...”
Subject
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So, Amazon reported quarterly financial results and held a conference call with Wall Street analyst where the management team revealed critical insights that changed the investment case for Amazon here in 2025 and beyond.
“So, Amazon reported quarterly financial results and held a conference call with Wall Street analyst where the management team revealed critical insights that changed the investment case for Amazon here in 2025 and beyond.”
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They revealed critical information about demand for their artificial intelligence services and the growth in a critically important segment.
“They revealed critical information about demand for their artificial intelligence services and the growth in a critically important segment.”
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Amazon's been increasing its advertising revenue meaningfully at a faster pace than some of its larger ad rivals including Alphabet and Meta Platforms. And in the most recent quarter, advertising revenue accelerated, jumping to 17.7 billion.
“Amazon's been increasing its advertising revenue meaningfully at a faster pace than some of its larger ad rivals including Alphabet and Meta Platforms. And in the most recent quarter, advertising revenue accelerated, jumping to 17.7 billion.”
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Amazon's web services segment is the largest in this category. It's the market share leader.
“Amazon's web services segment is the largest in this category. It's the market share leader.”
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While its growth rate is slower than that of Alphabet and Microsoft, which saw their cloud revenue increase by over 35%, closer to 40%.
“While its growth rate is slower than that of Alphabet and Microsoft, which saw their cloud revenue increase by over 35%, closer to 40%.”
Subject
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It added more capacity and quickly had buyers for that capacity. And that's precisely what happened with Amazon in the most recently completed quarter.
“It added more capacity and quickly had buyers for that capacity. And that's precisely what happened with Amazon in the most recently completed quarter.”
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I think it'll be another positive catalyst for Amazon share price similar to how the share price increased following the announcement of this increase up to 20.2%.
“I think it'll be another positive catalyst for Amazon share price similar to how the share price increased following the announcement of this increase up to 20.2%.”
Subject
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AWS revenue increased 2.1 billion quarter over-quarter and now has an annualized revenue run rate of 132 billion.
“AWS revenue increased 2.1 billion quarter over-quarter and now has an annualized revenue run rate of 132 billion.”
Subject
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the operating income in this segment was 11.4 billion and reflects their continued growth coupled with their focus on driving efficiencies across the business.
“the operating income in this segment was 11.4 billion and reflects their continued growth coupled with their focus on driving efficiencies across the business.”
Subject
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So, I have it pulled up in our software. As we can see right here, oh boy. I think this actually might be between six other videos I've done in the past two weeks. The first company not to double beat. We'll see if the market's going to punish punish that. So, you can see Amazon beat on revenue slightly, less than 1% beat, but they missed by about 1% on EPS.
“So, I have it pulled up in our software. As we can see right here, oh boy. I think this actually might be between six other videos I've done in the past two weeks. The first company not to double beat. We'll see if the market's going to punish punish that. So, you can see Amazon beat on revenue slightly, less than 1% beat, but they missed by about 1% on EPS.”
Subject
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Amazon is one of the businesses that invests the most heavily in growth capex.
“Amazon is one of the businesses that invests the most heavily in growth capex.”
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Amazon could be a place to actually look to put your money, especially if we see this price continue to crash.
“Amazon could be a place to actually look to put your money, especially if we see this price continue to crash.”
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The idea would be that Amazon currently at under $200, down over 23% from all-time highs, is indeed undervalued.
“The idea would be that Amazon currently at under $200, down over 23% from all-time highs, is indeed undervalued.”
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you could see some of the parts Amazon the AWS that could add you could say conservatively another 25 30%.
“you could see some of the parts Amazon the AWS that could add you could say conservatively another 25 30%.”
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Amazon just deployed the world's first GB300 supercluster, which is 4600 Nvidia Blackwell GPUs connected on quantum grade networking.
“Amazon just deployed the world's first GB300 supercluster, which is 4600 Nvidia Blackwell GPUs connected on quantum grade networking.”
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seeing Amazon allocate a huge 9% of their portfolio to this one stock, I do think is a big vote of confidence that any investor should be happy to see.
“seeing Amazon allocate a huge 9% of their portfolio to this one stock, I do think is a big vote of confidence that any investor should be happy to see.”
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Amazon is scheduled to report third quarter financial results after the stock markets close on October 30th and investors are asking me if they should buy the stock before the company announces those results.
“Amazon is scheduled to report third quarter financial results after the stock markets close on October 30th and investors are asking me if they should buy the stock before the company announces those results.”
Subject
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I'm hearing the same thing from Amazon, right? Saying that demand exceeds supply.
“I'm hearing the same thing from Amazon, right? Saying that demand exceeds supply.”
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Amazon is currently down over 9% in after hours trading after reporting its fourth quarter 2025 earnings results.
“Amazon is currently down over 9% in after hours trading after reporting its fourth quarter 2025 earnings results.”
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However, free cash flow decreased to 11.2 billion for the trailing 12 months.
“However, free cash flow decreased to 11.2 billion for the trailing 12 months.”
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we expect to invest about $200 billion in capex across Amazon in 2026.
“we expect to invest about $200 billion in capex across Amazon in 2026.”
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I think that also deserves a multiple compression in terms of price to operating cash flow. But still I think that Amazon is starting to look quite cheap here. They just grew their operating cash flows by 20% year-over-year, and they're trading for their lowest multiple since the financial crisis.
“I think that also deserves a multiple compression in terms of price to operating cash flow. But still I think that Amazon is starting to look quite cheap here. They just grew their operating cash flows by 20% year-over-year, and they're trading for their lowest multiple since the financial crisis.”
Subject
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They just grew their operating cash flows by 20% year-over-year, and they're trading for their lowest multiple since the financial crisis.
“They just grew their operating cash flows by 20% year-over-year, and they're trading for their lowest multiple since the financial crisis.”
Subject
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I thought this was a pretty good earnings report from Amazon. It wasn't a blowout quarter or anything like that, but the business is chugging along and a lot of its highly profitable business segments are actually accelerating.
“I thought this was a pretty good earnings report from Amazon. It wasn't a blowout quarter or anything like that, but the business is chugging along and a lot of its highly profitable business segments are actually accelerating.”
Subject
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it's very clear that investors and the market as a whole are skeptical that Amazon's $200 billion of capex is actually going to be profitable and to work out over the long term.
“it's very clear that investors and the market as a whole are skeptical that Amazon's $200 billion of capex is actually going to be profitable and to work out over the long term.”
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Amazon is also projecting to be free cash flow negative in 2026, which means they're probably going to have to take on debt next year.
“Amazon is also projecting to be free cash flow negative in 2026, which means they're probably going to have to take on debt next year.”
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Amazon is cultivating an environment that extends way past the online bookstore, and they're still going.
“Amazon is cultivating an environment that extends way past the online bookstore, and they're still going.”
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Amazon stock is currently trading around $229, near the higher end of its one-year trading range.
“Amazon stock is currently trading around $229, near the higher end of its one-year trading range.”
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More importantly, in this past third quarter, Citadel sold 1.6 million shares of Amazon.
“More importantly, in this past third quarter, Citadel sold 1.6 million shares of Amazon.”
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They also sold 77% of their Amazon holdings.
“They also sold 77% of their Amazon holdings.”
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The company is going to apply a 3.5% fuel sir charge.
“The company is going to apply a 3.5% fuel sir charge.”
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Since 2010, Amazon has poured over $40 billion into India. And they aren't done.
“Since 2010, Amazon has poured over $40 billion into India. And they aren't done.”
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They have actually committed another $35 billion by 2030.
“They have actually committed another $35 billion by 2030.”
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Amazon are aiming for 3.8 million jobs and actually want to enable $80 billion worth in exports.
“Amazon are aiming for 3.8 million jobs and actually want to enable $80 billion worth in exports.”
Subject
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Revenue coming at 213.4 roughly billion dollars. Street was looking for 211 or so.
“Revenue coming at 213.4 roughly billion dollars. Street was looking for 211 or so.”