Jan. 8 at 8:28 AM
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$AMZN | Why It’s My #1 Portfolio Position
Full analysis here! It's free👉 @WOLF_WEALTH
(No noise !!)
Amazon isn’t just e-commerce or cloud — it’s an AI-powered cash machine.
Why:
1️⃣ Free Cash Flow turning positive — after years of heavy CapEx, FCF surged +80% in 2025, 2026 FCF growth >250% YoY. Investment is now returning cash.
2️⃣ AWS = AI Engine — 2026 growth expected 20–30%, powered by
$125B CapEx, AI chips (Trainium) & Anthropic partnerships reduce
$NVDA dependency, margins set to rebound by 2027–28.
3️⃣ Advertising boom —
$60B+ in 2025,
$70B+ 2026 expected. Amazon ads = instant purchase + high conversion, margins 35%+, faster than AWS.
4️⃣ E-commerce + logistics tech — 1M+ warehouse robots, ~40% efficiency gains, Amazon Pharmacy, Project Kuiper LEO launch 2026, Zoox & humanoid robots. Retail is evolving into high-margin tech/logistics platform.
Bottom line: Amazon runs the entire flywheel — product, logistics, cloud......
$ALSN $AMKR $AAPL