Tiger V
02-28 00:58
$Amazon.com(AMZN)$ 

I added to my position in AMZN following its Q4 2025 results, despite UBS lowering its price target to $301. The move reflects confidence in Amazon’s long-term growth trajectory rather than short-term market reactions. FY 2026 capital expenditure guidance of $200 billion signals aggressive investment in infrastructure, positioning the company for continued expansion. Notably, Amazon Web Services (AWS) is expected to grow 38% in 2026, up from 19% in 2025, and maintain mid-30% growth even if high spending persists through 2027. This reinforces the stock’s potential as a strategic growth play.

AMZN
02-28 00:58
USAmazon.com
SidePrice | FilledRealized P&L
Buy
Open
208.34
0
+0.43%
Holding
Amazon.com
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