May. 21 at 10:02 PM
I just realized I still do not own enough
$AMZN.
This company is a beast.
Revenue keeps climbing, operating cash flow remains massive, and the valuation does not look crazy when you look at P/OCF.
That is what makes Amazon so interesting to me.
The company is investing heavily into AI infrastructure, AWS, logistics, and long-term growth, but the core business is still producing a ridiculous amount of cash.
A lot of people look at the capex and worry about near-term free cash flow.
I look at it as Amazon building the infrastructure for the next decade.
AWS, advertising, Prime, logistics, retail scale, and AI all under one roof.
I still think
$AMZN is one of the easiest stocks to hold for the next 5 to 10 years.