Amazon: I Am a Shareholder and See at Least $400 by 2030. Here Are Three Reasons From the Q2 Call!

I am an Amazon shareholder. In the medium term, I expect a rally to at least $400 by 2030. Why? Because I see Amazon as one of the biggest beneficiaries of the AI era. The numbers from the night of July 31, 2026, have reinforced my optimism. I would like to clarify this with three highlights. 1. AWS will become a $1 trillion business: AWS accelerated its growth from 28% in Q1 to 37% in Q2. At the same time, the operating margin rose from 33% to an adjusted 38% compared to the previous year. Amazon is expanding the AWS infrastructure and is making...