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Strategies & Market Trends : Young and Older Folk Portfolio

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peterad

weathersystems

To: peterad who wrote (19043)	8/1/2025 1:11:50 PM
From: SeeksQuality	2 Recommendations Read Replies (1) of 21999

Re: I think their cloud service results were weaker than expected Yup. But IMHO this entirely misses the story. AMZN is not truly an AI hype company. It is an absolutely massive operation with strong lock-in that is still growing sales at a 10%++ rate going forward. And now they are squeezing that revenue stream for profits. There is an awful lot of profits to be squozen.

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