$Amazon.com(AMZN)$ I made an additional investment in AMZN stock, driven by strong growth catalysts highlighted by TD Cowen. Key drivers for 2026 include accelerating AWS revenue, continued eCommerce and advertising momentum, and expanding operating margins. AWS is expected to see notable revenue acceleration starting 4Q25, fueled by surging demand for Core and AI workloads and increased AI infrastructure capacity. With Amazon strategically positioned to capitalize on the historic AI build and its diversified business model maintaining robust growth, this investment aligns with a long-term outlook for strong profitability and market leadership.
| Side | Price | Filled | Realized P&L |
|---|
| Buy Open | 224.31 0 | -0.17% Holding |
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