🌟🌟🌟 The divergence between

🌟🌟🌟 The divergence between UBS & the broader market consensus for $Amazon.com(AMZN)$ is one of the boldest calls this earnings season. While the consensus expects AWS to grow 26% for FY26, UBS is modeling a huge 38%, nearly double the projected growth rate of 2025.

Is it already priced in?

AMZN has recently surged over 32% in the past month, hitting near record highs of USD 263.

Anakysts have noted that at USD 258, it is already trading near its current fair value, suggesting less room for a massive pop unless the results are perfect.

Amazon's huge USD 200 billion capex is also a cause for concern. While it signals confidence in AI demand, any slight miss in revenue could cause a negative reaction.

Bull Case: If Amazon disclose that its USD 244B backlog is converting into revenue faster, then AMZN could jump over USD 300.

Bear Case : If growth remains in mid 20s & no clear guidance, then it could be sold off.

@Tiger_comments @TigerStars @Tiger_SG @CaptainTiger

Big Tech Earnings: The AI Trillion-Dollar Reckoning — How Do You See It?

Big tech will report in unison this week in the market's first comprehensive, simultaneous audit of AI capex ROI — the five giants have collectively deployed over $100 billion in AI infrastructure over the past two years. Two thematic lines dominate: cloud growth rates (Azure vs. AWS vs. GCP) and ad ARPU efficiency (META vs. GOOG). AAPL's supply chain risk and Ternus succession uncertainty remain standalone downside variables, decoupled from the broader AI narrative. Five scorecards due simultaneously — whose AI investment will be the first to convert into tangible margin improvement?

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Comments

frostiix
04-29 19:03
frostiix
UBS is so bullish on AWS growth. That 38% target is wild.

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That 38% target is wild.","text":"UBS is so bullish on AWS growth. That 38% target is wild.","html":"UBS is so bullish on AWS growth. That 38% target is wild.","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/558482826846560"}