Post by Puru Saxena on X
Puru Saxena@saxena_puru
XAmazon $AMZN -
Capex of $200B in '26 (+54%YoY vs. +40%YoY whisper)
Andy Jassy anticipates strong long-term ROIC but pundits are convinced AI is a bubble.
More capex by $AMZN and $GOOGL is positive for the AI trade, the market has gone wild.
308 likes18 repliesPosted Feb 5, 2026