$Amazon.com(AMZN)$ I added to my AMZN position following the market’s cautious reaction to its Q4 2025 results and UBS’s reduced price target. While the higher FY2026 capital expenditure guidance of $200 billion initially surprised investors, I view this as a strategic investment cycle rather than a negative signal. Accelerating spending is closely tied to AI and cloud infrastructure expansion, which supports expectations for AWS growth to rebound sharply to 38% in 2026. With projections indicating sustained mid-30% growth through 2027, the current sentiment-driven weakness presents an attractive opportunity to accumulate shares for long-term growth.
| Side | Price | Filled | Realized P&L |
|---|
| Buy Open | 204.55 0 | +2.69% Holding |
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