$Amazon.com(AMZN)$ I have adde

I have added to my position in AMZN following its Q4 2025 results. While UBS lowered the price target to $301, Amazon’s FY 2026 capital expenditure guidance of $200 billion exceeded expectations, signaling aggressive investment for growth. AWS growth is expected to accelerate to 38% in 2026, doubling 2025 levels, with mid-30% growth projected if spending continues through 2027. This suggests Amazon is positioning itself for sustained long-term expansion. Despite near-term valuation adjustments, I see this as a strategic opportunity to strengthen exposure to its high-growth cloud and e-commerce businesses.

AMZN

02-20 23:21

USAmazon.com

Side	Price \| Filled	Realized P&L
Buy Open	209.24 0	+0.90% Holding

Amazon.com

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LEESIMON
02-23
LEESIMON
🩷Good

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