Apr. 23 at 1:44 AM
$AMZN 🐂 Bullish — This is the year of Amazon
Jassy's shareholder letter says it better than I can. Here's what's driving my conviction into 4/29:
→ AWS AI at
$15B run rate, 24% YoY — still capacity constrained
→ Trainium chips 30–40% better price-performance. Standalone that business is worth ~
$50B
→ #2 US grocer.
$150B in grocery sales. Same-day in 2,300+ cities
→ Margins expanding while absorbing
$200B capex — backed by customer commitments
→ Satellites, drones, 1M+ robots. Most people aren't pricing this in yet
RSI is hot. Not chasing. Not flinching.
If it dips post-earnings — I'm a buyer. Discount on a compounding business is opportunity, not a warning sign.
Rules-based framework drives every decision. Breaking it down in the next few posts. Follow along.
What are you watching most closely on the print?
