Mark Roussin, CPA on $AMZN (Nov 8, 2026)
The speaker is buying more Amazon shares despite negative quarterly free cash flow. Amazon's existing enormous computing capacity should become scarcer and more valuable as construction slows; AWS is the largest such business and growing at an incredible rate, and latest earnings show strong AI infrastructure demand.
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Just last week we heard from companies like Alphabet, Microsoft, and Amazon, which are among the world's largest buyers of computing infrastructure.
and Amazon Web Services recorded its fastest growth in nearly 5 years.
because many of these companies, such as Amazon and Alphabet, have reported quarterly free cash flows that were actually negative.
But here's what I find interesting and what I actually do. I'm buying more Amazon shares. We have seen this in recent reports, not only from Amazon, but also from Alphabet and Microsoft.
But think about it from this angle. Amazon and even companies like Alphabet already possess enormous amounts of computing power. As construction slows down, these computing capabilities will become even scarcer.
On the other hand, this will make computing capabilities much more valuable. AWS is the largest and is growing at an incredible rate.
When I look at the latest earnings reports from companies like Alphabet, Microsoft, and Amazon, I continue to see evidence of strong demand for AI computing infrastructure.
What this channel has said about $AMZN
Mark Roussin, CPA has 3 calls on this stock; only the adjacent ones are shown.