I recently increased my position in AMZN stock, driven by the strong long-term growth potential despite near-term market concerns. UBS lowered its price target to $301 following Q4 2025 results, mainly due to Amazon’s FY 2026 capital expenditure guidance of $200 billion, exceeding expectations. While this elevated spending may pressure short-term margins, Amazon Web Services (AWS) is projected to accelerate growth from 19% in 2025 to 38% in 2026, with mid-30% growth sustainable through 2027. This combination of robust cloud expansion and strategic reinvestment supports a compelling risk-reward profile for patient investors.
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- VivianChua·03-07Nice 💚💚💚LikeReport