Amazon: What if $220 billion in CapEx isn't a problem at all? If Musk is right, AWS could be on the verge of a return explosion!
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The numbers released yesterday by SpaceX (i) and especially the conference call with Elon Musk brought extremely important information to light. They underscore why I am very bullish on hyperscalers like Amazon (i). We have given Amazon a very strong weighting in our US model portfolio. A scenario is emerging in which the stock could enter a strong rally. AI computing capacities have a payback period of under one year The market currently views Amazon's enormous AI investments of $220 billion by 2026 primarily as a risk. I now wonder if the opposite...
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