In the short term, Amazon's st-To The Moon - Tiger Brokers Online Investing Community - To The Moon

In the short term, Amazon's stock price will be under pressure due to a drop in free cash flow (FCF) expectations (which has fallen by 10% after the day). But in the medium to long term, AWS's accelerated growth and the success of self-developed chips have proven that its AI strategy is effective. And it's a giant that truly owns the complete closed-loop "chip-cloud-app" and truly sees billions of AI revenue landing. If you believe that AI is the next industrial revolution, Amazon's current plunge, probably for the next five years, is buying an expensive but necessary ticket. But for investors pursuing short-term cash returns, please stay away for the time being.

Amazon CapEx +50% Spooks Markets😨 Step Away from AI Trade?

Amazon delivered Q4 revenue +14% YoY, with Amazon Web Services surging 24%, its fastest growth in over three years. The flip side: free cash flow collapsed 70%+, while full-year PPE capex jumped 59%. Amazon disclosed $10B+ annualized revenue from Trainium and Graviton chips and guided 2026 capex +50% YoY, nearly 40% above consensus—outspending even Google. Q1 revenue growth could reach 15%, but profit guidance spans +17% to −10%, partly due to $1B added LEO satellite costs. Will Amazon lose $200?

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