I added to my AMZN position following the post-Q4 2025 pullback, viewing market concerns over higher capital expenditure as a long-term opportunity rather than a risk. UBS lowered its price target after Amazon guided FY2026 capex to $200 billion, well above expectations, but this spending is clearly aimed at accelerating AI and cloud infrastructure. With AWS growth projected to rebound to 38% in 2026 from 19% in 2025 and potentially sustain mid-30% expansion through 2027, I see current weakness as an attractive entry to capture future earnings acceleration and cloud-driven valuation upside.
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