Feb. 5 at 9:44 PM
$AMZN
Amazon selling off because they’re about to spend ~
$200B on AI + data centers. Short-term margin hit, sure — but this is a massive build-out cycle. That kind of spend doesn’t happen in a vacuum. It flows straight to infrastructure players like
$APLD,
$DGXX, and
$SMCI supplying the racks, power, and data center backbone. Market’s panicking over today’s capex while ignoring who benefits from it. This is positioning, not a warning sign.