Why I Can’t Stop Buying Amazon Stock

Quick Read

• AWS grew 28% connected a $150B annualized tally rate, and Trainium spot commitments unsocial apical $225B successful already-contracted aboriginal revenue.

• Amazon's $128B 2026 capex program outpaces Microsoft's $96B and Alphabet's $93B, with signed customers already including OpenAI and the U.S. Army.

• This lithium shaper surpassed a $1B backstage valuation, joining immoderate of America's astir almighty startups. Now you tin put successful EnergyX alongside planetary giants similar General Motors, but lone done July 16. (sponsor)

I deed the bargain fastener connected Amazon (NASDAQ:AMZN) again past week, and I program to bash it again this month. The louder the assemblage complains astir the $200 cardinal capex bill, the much convinced I americium they are staring astatine the receipt portion ignoring the repast being served.

Amazon is utilizing its retail and logistics currency motor to money a unreality infrastructure moat that competitors cannot easy replicate, and the endeavor AI commitments already stacked connected apical of it work similar a decennary of pre-paid revenue.

The Data Behind the Conviction

AWS gross reached $37.6 cardinal successful Q1 2026, increasing 28% twelvemonth implicit year, the fastest gait successful 15 quarters, connected a basal present moving astatine $150 cardinal annualized. The AWS backlog sits astatine $364 billion, excluding the caller $100+ cardinal Anthropic deal. Those are signed contracts successful the queue.

Amazon's chips concern (Graviton, Trainium, Nitro) crossed a $20 cardinal yearly gross tally complaint successful Q1 2026 with triple-digit growth. OpenAI committed to astir 2 GW of Trainium capableness starting 2027, and Anthropic secured up to 5 GW. CEO Andy Jassy called the portion "one of the apical 3 information halfway spot businesses successful the world", with Trainium commitments unsocial implicit $225 billion.

Advertising crossed $70 cardinal successful TTM revenue, portion maturation successful Stores deed 15%, and consolidated operating borderline reached 13.1%, the highest ever. Return connected equity sits astatine 24.3%, with involvement sum astatine 35x.

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Why Not Microsoft oregon Alphabet

Microsoft (NASDAQ:MSFT) and Alphabet (NASDAQ:GOOGL) are evident alternatives. Amazon is out-committing them connected infrastructure portion request is already contracted. FactSet statement pegs 2026 capex astatine $127.55 cardinal for Amazon versus $95.99 cardinal for Microsoft and $92.9 cardinal for Alphabet. AWS maturation astatine 28% outpaces adjacent unreality growth. The hyperscaler pouring the astir factual erstwhile the lawsuit roster already includes OpenAI, Anthropic, Meta, Uber, U.S. Bank, and the U.S. Army stands retired connected the infrastructure thesis.