The Motley Fool on $AMZN (Nov 5, 2026)
AWS is expected to grow over 40% for the next two years, and Amazon does not depend on the Anthropic contract for that demand. Despite net debt and negative free cash flow, the speaker expects it is only a matter of time before Amazon flips the switch and cash flow explodes.
Jump to any passage
when an AWS is expected to grow over 40% for the next two consecutive years, I mean, that means that they are seeing the growth ahead of them. if if they're giving us at least 40% of a business that's already at a what's run rate of $184 billion or something like that.
Does a company like Amazon, I mean AWS risk it all on just the entropic contract happening or not happening when they gave us that guidance? I would assume no. I would assume they have way more demand from companies outside an entropic.
Amazon also down less than the NASDAQ 100.
Amazon with trrenium huge success
Alphabet, Amazon, you know, these are Apple maybe maybe isn't the best AI play, but you know, really solid company.
but you know, Amazon Amazon has net debt at this point and they have negative free cash flow. That's a that's a sort of weird position to be in when they should be one of the strongest companies in the world today.
No, I agree. I agree. I mean, for Amazon specifically, I think it's just a matter of time until we get that moment that happened a couple of years ago where they flip a switch and suddenly you see cash just explode.
companies that hopefully end up turn turning into Amazon and Alphabet and Meta companies like I know Meta was started in 2004 but the companies like that
No, but certain names I think an Amazon was down quite a lot. I mean I I don't think I I know because I bought Amazon back then for the first time. Yeah, it was down uh 30%.
What this channel has said about $AMZN
The Motley Fool has 7 calls on this stock; only the adjacent ones are shown.