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“But if the market just sells it off because they don't like that Amazon says they're going to spend 300 billion next year on capex, which could happen tonight, right? Like Amazon could definitely come out tonight and say they're going to spend 300 350 next year on capex. And Amazon I guess they'll get smoked on that information, right?”

“I'll take the loss this week and I'll just dive deeper into Amazon. I'll make more money on Amazon down the road. So, I I'll win either way. I'm fairly confident of that.”

“So when I run all my scenarios on what the Amazon earnings call how it might play out as of today, I feel pretty bullish on it.”

“Amazon's going to knock it out of the park with their AWS.”

“the efficiency wave that's coming that I believe will benefit companies like Amazon”

“I don't know if it's even going to matter because they will make up for that times two or three with infrastructure spend over that time.”

“It seems obvious to me that on the infrastructure side a genetic AI will be maybe the largest positive we've ever seen since the birth of AI for infrastructure companies because agents are going to consume massive amounts of compute doing simultaneous runs of tokens.”

“You can now create the most immersive digital ads with a singleshot prompt that is going to massively benefit digital advertising platforms of which Amazon is the third largest in the world”

“I'm so pumped to have Amazon sitting where it is right now. I woke up this morning, and the first thing I did is like, let's go. We're going deeper into Amazon.”

“Dude, I got to own more Amazon and I do. I want a deeper on Amazon.”

“you know Amazon's going to knock it out of the park with with their AWS.”

“I I am somewhat concerned about Agentic Shopping being a net negative only for the advertising division of Amazon and being a net positive for every other piece of Amazon.”

“I know at some point in the future I'm going to look back at September of 2026 and wish I went deeper into Amazon.”

“And that's being massively underappreciated by the market because those are the things that all of a sudden we're going to wake up in six quarters and Amazon's going to be like, "Oh yeah, the margins on our retail business, the margins on our logistics business are set to now increase by this amount over the next few quarters because of new functionality that we've been able to deploy.”

“It's becoming more clear which is the last hurdle to showing us that companies like Amazon are going to get massively more efficient throughout the entire global infrastructure chain leveraging these this actual type of intelligence.”

“that is going to massively benefit digital advertising platforms of which Amazon is the third largest in the world and I think the fastest growing because now advertising quite simply gets better and more accessible to more companies and more people that want to utilize it.”

“I think the closer we get to Amazon earnings, the more people are going to realize the inevitability of what's going to happen on that day.”

“Amazon's my play. I know it sounds boring, guys, but it I'm happy to be in boring old Amazon and levered up in it, cuz I feel like the closer we get to Amazon earnings, the closer we get to learning just how much all of this is benefiting Amazon.”