Amazon StockProHello everyone, I'm Xiao Ba pretending to be calm. 😬, I'm here skinny-dipping again. 🏊♀️.
Last night, my 2026 yield turned negative, and I feel just so-so. My holding cost for Amazon was 218, which was broken by the after-hours earnings report.
Now I'm heavily invested in $Amazon(AMZN.US) with my left hand, $Microsoft(MSFT.US) with my right hand, and $NVIDIA(NVDA.US) on my head. 😬. Falling like this, cloud providers have become something even dogs wouldn't touch, 🤣, other positions aren't as heavy, so I won't say more.
AWS cloud growth was 23%, slightly exceeding expectations. I also talked about it yesterday—once capital expenditures exceed Google's, the expected drop is worse than Google's. But I didn't expect it to drop this much. In that case, after I finish reading the earnings report, I'll see how I should respond. 🤔.
$Amazon(AMZN.US) The market reacted strongly to the capital expenditure. Google$Alphabet - C(GOOG.US) is expected to reach $180 billion in 2026, 50% higher than expected😂, and then it couldn't take it anymore.
Amazon's capital expenditure last year was $125 billion, and the earnings report is tomorrow. According to Amazon's habits, capital expenditure should be similar to Google's, or even more.
If AWS's growth rate can reach 23%, with a capital expenditure of $180 billion, it is estimated to fall more than Google.😂, If the growth rate reaches 25% with a capital expenditure of $180 billion, then it's ok, and it can take off.
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