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Strategies & Market Trends : Young and Older Folk Portfolio -- Ignore unavailable to you. Want to Upgrade?

To: peterad who wrote (19043)	8/1/2025 1:11:50 PM
From: SeeksQuality	2 Recommendations Recommended By peterad weathersystems Read Replies (1) \| Respond to of 21987

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.