Oct. 31 at 5:37 PM
$AMZN showed retail efficiency, ads strength, and steady AWS growth. +20% looks like for calendar Q4. Bedrock and Q are pulling workloads from testing to production, creating recurring compute demand rather than GPU one-offs. CAPEX
$Z Zillow signaled 2026 growth like 2025, in the teens for revenue. Also expects 2% margin expansion which signals 20% or more earnings power. They only assume flat housing activity. Rentals 40% growth and they expect 45% next Q, which means
$1B on track.
$OMCL Omnicell expanding its recurring base and cloud becoming part of the software story. Big wins in Q and founder Randall seemed very optimistic.
$MCW Mister Car Wash sounded very constructive. Ability to build or buy now. Signals unit growth above street’s 30 annually. Acquired 5 in Lubbock. Margins intact and multiples on acquisitions attractive. Growth story intact and cheap.
