I’ve added to my position in AMZN today. The move is driven by strong AI-led growth prospects at AWS, highlighted by Bank of America analyst Justin Post’s “Buy” rating and $275 price target. The surge in enterprise demand, especially through Anthropic’s rapid adoption of Claude models, signals robust cloud usage. If Anthropic channels a substantial portion of its expanding workloads and model-training spend through AWS, Amazon’s cloud revenue could see meaningful quarterly gains. Combined with improved capital returns, this strengthens the long-term growth and investment case for AMZN.
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- BellaFaraday·03-12 23:03Stoked on your AMZN buy! AWS growth looks solid. [强]LikeReport
- Rosey Nosey·03-12 23:08you bought one stock ?LikeReport
- Brando741319·03-14 00:22GoodLikeReport