Our Amazon Position is Up 33%. Exciting Statements from CEO Jassy on the Necessity of 200 Billion USD Capex!

At Amazon (i), the stock market has slowly come to understand that the 200 billion USD in Capex is exactly the right way to propel itself to the forefront as a winner in AI and Physical AI. In the US model portfolio, we fortunately bought the stock at significantly lower prices and even increased our position. That it was the right move is evidenced by the currently over 33% book gain. In a new interview with Jim Cramer, Amazon CEO Andy Jassy underscores why the high investments are crucial now and will pay off later. Quotes: - "We believe that...