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Bill Ackman: “If a company is increasing growth capex while earning above average returns, you should applaud.” This is why $AMZN is my biggest position. Invests $25 billion in Anthropic to get it to commit to $100 billion in AWS spending over the next decade, while the investment itself... show more

Oguz Erkan

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$AMZN CEO: “Customers badly want better price/performance. This is why we build custom chips. ” If $AMZN chip business was a standalone company, it would be at $50 billion ARR. Let that sink in. It’ll only accelerate from here as bulk of the AI workloads shift to inference and inference itself becomes more agentic. This will not only result in cheaper inference for customers, but it’ll also expand AWS margins by 7-8% as Jassy said in the earnings call. Imagine where $AMZN valuation would be if AWS growth keeps above 20% for the next decade and net margin stays above 30% thanks to custom chips. Long $AMZN.

$AMZN CEO: “Customers badly want better price/performance. This is why we build custom chips. ” If $AMZN chip business was a standalone company, it would be at $50 billion ARR. Let that sink in. It’ll only accelerate from here as bulk of the AI workloads shift to inference and inference itself becomes more agentic. This will not only result in cheaper inference for customers, but it’ll also expand AWS margins by 7-8% as Jassy said in the earnings call. Imagine where $AMZN valuation would be if AWS growth keeps above 20% for the next decade and net margin stays above 30% thanks to custom chips. Long $AMZN.

Oguz Erkan

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Jeff Bezos has once again sold $AMZN, selling over $10 billion so far this year. Robert Frank joins to discuss why the billionaire founder is shedding his stake in the company.

Jeff Bezos has once again sold $AMZN, selling over $10 billion so far this year. Robert Frank joins to discuss why the billionaire founder is shedding his stake in the company.

Squawk on the Street

39,279 Aufrufe • vor 2 Jahren

Bill Ackman said one of the biggest edges in investing is being willing to underwrite a business 3-5 years out which is why he owns $AMZN, $META & $GOOGL. Volatility is the price you pay for long-term compounding when the market gives you the chance to buy value at a discount.

Bill Ackman said one of the biggest edges in investing is being willing to underwrite a business 3-5 years out which is why he owns $AMZN, $META & $GOOGL. Volatility is the price you pay for long-term compounding when the market gives you the chance to buy value at a discount.

Shay Boloor

598,534 Aufrufe • vor 4 Monaten

$AMZN is up more than 15% after AWS delivered its fastest revenue growth in 18 quarters while operating margins expanded to 39% despite record AI infrastructure spending. AWS added more than $4.6B in quarterly revenue which was around 80% above its previous record and pushed the business toward a $170B annual run rate with a Rule-of-40 score of 76. This is the clearest evidence yet that AI infrastructure can generate attractive profits while scaling and shifts the hyperscaler debate from who spends the most to who spends it best. This is exactly why Amazon is a top 3 position in my Family Portfolio.

$AMZN is up more than 15% after AWS delivered its fastest revenue growth in 18 quarters while operating margins expanded to 39% despite record AI infrastructure spending. AWS added more than $4.6B in quarterly revenue which was around 80% above its previous record and pushed the business toward a $170B annual run rate with a Rule-of-40 score of 76. This is the clearest evidence yet that AI infrastructure can generate attractive profits while scaling and shifts the hyperscaler debate from who spends the most to who spends it best. This is exactly why Amazon is a top 3 position in my Family Portfolio.

Shay Boloor

228,483 Aufrufe • vor 12 Tagen

AI Is The Real Reason Why the U.S. Economy Isn’t in Recession AI spending, driven by Big Tech (primarily by $MSFT, $META, $AMZN, $GOOGL), has overtaken consumers as the biggest boost to U.S. GDP. Without it, growth would be near zero. In this short video, Sonu Varghese and I break down the numbers and why AI investment is now the economy’s main lifeline. Full episode: 📷 🎧

AI Is The Real Reason Why the U.S. Economy Isn’t in Recession AI spending, driven by Big Tech (primarily by $MSFT, $META, $AMZN, $GOOGL), has overtaken consumers as the biggest boost to U.S. GDP. Without it, growth would be near zero. In this short video, Sonu Varghese and I break down the numbers and why AI investment is now the economy’s main lifeline. Full episode: 📷 🎧

Ryan Detrick, CMT

25,556 Aufrufe • vor 1 Jahr

🚨🇭🇺SHOCKING: Orbán Viktor Revealed the European Union will pay the price for this war. "Ukraine is asking for €800 billion over the next decade while Europe is in recession." The question is who will pay for it and with what? If the European Union's purpose is to dismantle itself it is succeeding.

🚨🇭🇺SHOCKING: Orbán Viktor Revealed the European Union will pay the price for this war. "Ukraine is asking for €800 billion over the next decade while Europe is in recession." The question is who will pay for it and with what? If the European Union's purpose is to dismantle itself it is succeeding.

Based Hungary 🇭🇺

29,551 Aufrufe • vor 3 Monaten

🚀 SpaceX now has over $100 billion in cash, investment-grade credit ratings, and is expected to join the Nasdaq 100 on July 6. On top of that, the company has raised $25 billion through its first bond offering to strengthen its balance sheet and help fund its next phase of growth. The money isn't just sitting there. It's expected to support Starship, Starlink, new factories, launch infrastructure, and massive AI data center projects. This isn't the kind of spending you make for next quarter. It's the kind of spending you make when you're planning for the next decade. $SPCX Larry Goldberg

🚀 SpaceX now has over $100 billion in cash, investment-grade credit ratings, and is expected to join the Nasdaq 100 on July 6. On top of that, the company has raised $25 billion through its first bond offering to strengthen its balance sheet and help fund its next phase of growth. The money isn't just sitting there. It's expected to support Starship, Starlink, new factories, launch infrastructure, and massive AI data center projects. This isn't the kind of spending you make for next quarter. It's the kind of spending you make when you're planning for the next decade. $SPCX Larry Goldberg

Herbert Ong

49,461 Aufrufe • vor 1 Monat

$AMZN stock has been punished for the $200B in capex planned for 2026, which will push free cash flow negative this year. Many investors see the spending, but not the timing. As Andy Jassy explained, the $200B being invested today will only start generating meaningful revenue after 18–24 months. This means we haven’t even seen the full impact of the 2025 capex yet. The capacity is being built now, but the revenue will come later. And despite this, $AMZN and other hyperscalers are already reporting outstanding earnings. Between the second half of 2027 and early 2028, the revenue and margin expansion will be massive. We are so early.

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Daniel

241,466 Aufrufe • vor 5 Monaten

JUST IN: President Trump announces $600 BILLION investment from Apple into the U.S. over the next 4 years—the LARGEST Apple investment into the U.S. Wow. This is MASSIVE. President Trump just stood beside Apple CEO Tim Cook in the Oval Office and made one of the biggest economic announcements in years: “Apple is announcing that it will invest $600 billion, that’s with a B, in the United States over the next four years.” “That’s $100 billion more than they were originally going to invest. And this is the largest investment Apple has ever made in America.” “It’s just an honor to have you. As you know, Apple has been an investor in other countries—I won’t say which ones, but a couple… and they’re coming home.” “$600 billion. That’s the biggest there is.” This is a game-changing moment for U.S. manufacturing and jobs.

JUST IN: President Trump announces $600 BILLION investment from Apple into the U.S. over the next 4 years—the LARGEST Apple investment into the U.S. Wow. This is MASSIVE. President Trump just stood beside Apple CEO Tim Cook in the Oval Office and made one of the biggest economic announcements in years: “Apple is announcing that it will invest $600 billion, that’s with a B, in the United States over the next four years.” “That’s $100 billion more than they were originally going to invest. And this is the largest investment Apple has ever made in America.” “It’s just an honor to have you. As you know, Apple has been an investor in other countries—I won’t say which ones, but a couple… and they’re coming home.” “$600 billion. That’s the biggest there is.” This is a game-changing moment for U.S. manufacturing and jobs.

The Vigilant Fox 🦊

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CHRIS CAMILLO ON WHY AMAZON $AMZN IS HIS BIGGEST AI BET Chris Camillo's thesis: the AI efficiency wave. Every company in the world gets massively more efficient over the next few years as they adopt AI. The biggest beneficiary of that wave is undoubtedly Amazon. Why: they spent 20 years building a global logistics infrastructure that is now poised to get dramatically cheaper to run through AI and robotics. On top of that: - One of 3-4 companies spending hundreds of billions on AI infrastructure - Top 3 global digital ad company - "People think they're spending too much. I think they're spending too little." "Everything I could think of at Amazon right now is a positive long term."

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WOLF

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While we have fresher air to start the week the weather models show the air mass over much of Western Europe will go from below average to back above average pretty quickly. Heat is likely to start building back in by the weekend and into early next week. How hot it will get is unclear yet but we could see mid to high twenties in Ireland again. Spain and Portugal over 40c is possible in parts again this week.

While we have fresher air to start the week the weather models show the air mass over much of Western Europe will go from below average to back above average pretty quickly. Heat is likely to start building back in by the weekend and into early next week. How hot it will get is unclear yet but we could see mid to high twenties in Ireland again. Spain and Portugal over 40c is possible in parts again this week.

Carlow Weather

232,174 Aufrufe • vor 1 Monat

While Mercosur has been delayed, the India - European trade agreement is expected to be signed soon. It would create the biggest market in the world, one of 2 billion people and 25% of global GDP. Europe chooses growth 🇪🇺

While Mercosur has been delayed, the India - European trade agreement is expected to be signed soon. It would create the biggest market in the world, one of 2 billion people and 25% of global GDP. Europe chooses growth 🇪🇺

NXT EU

61,741 Aufrufe • vor 6 Monaten

Jensen Huang $NVDA says the AI infrastructure buildout will continue to grow exponentially for the next 7–8 years before reaching a level that will need to be sustained. $AMZN, $META, $GOOGL, and $MSFT are expected to spend around ~$700B in capex in 2026, up ~60% vs 2025. Growth rates like this are likely to persist for several more years. Betting on chipmakers like $NVDA, $AMD, and $AVGO remains one of the safest and most compelling plays.

Jensen Huang $NVDA says the AI infrastructure buildout will continue to grow exponentially for the next 7–8 years before reaching a level that will need to be sustained. $AMZN, $META, $GOOGL, and $MSFT are expected to spend around ~$700B in capex in 2026, up ~60% vs 2025. Growth rates like this are likely to persist for several more years. Betting on chipmakers like $NVDA, $AMD, and $AVGO remains one of the safest and most compelling plays.

Daniel

31,591 Aufrufe • vor 6 Monaten

Elon Musk's biggest competitor is secretly paying him $1.25 BILLION per month. SpaceX just revealed its financials for the first time in 23 years of existence. And buried deep in the S-1 is a detail that changes how you should think about the entire AI race. Anthropic, the company building Claude, the company that positions itself as OpenAI's biggest threat, the company valued at over $100 billion, is paying SpaceX $1.25 billion EVERY SINGLE MONTH for compute capacity through May 2029. That is $15 billion a year flowing directly from Elon's top AI competitor into Elon's bank account. Think about what that means: Every time Anthropic trains a new model, improves Claude, or lands an enterprise customer, a massive chunk of that revenue goes straight to the guy who owns the competing AI product. Anthropic is literally funding the war against itself. And that's just the beginning of what this filing reveals... The entire SpaceX IPO is structured around a bet most people haven't figured out yet. In 2025, SpaceX spent $20 billion in capex. 60% of that, roughly $12 billion, went to AI infrastructure. Rockets and satellites got the leftovers. In Q1 2026 alone, $7.7 billion out of $10 billion in total capex went to AI. The "rocket company" is spending like an AI company. Meanwhile, xAI, the division that houses Grok, generated $3.2 billion in revenue for the full year of 2025. But its R&D costs TRIPLED to $5 billion. It's burning cash at a pace that would have destroyed it as a standalone company. Which is exactly why Elon merged it into SpaceX two months before filing the IPO. And Starlink is the engine that makes the whole thing work: $11.4 billion in revenue, $4.4 billion in operating profit, and 10.3 million subscribers across 164 countries. It's one of the most profitable subscription businesses on the planet right now. But the average revenue per user DROPPED from $99 per month in 2023 to $66 per month in March 2026. Subscribers quadrupled but each one is paying a third less. Starlink is growing by getting cheaper. SpaceX has lost $37 BILLION since it was founded. Net loss in 2025 was $4.9 billion. This is a company that has never turned an annual profit in 23 years of operation, and it is about to IPO at a $1.75 trillion valuation. And the total addressable market SpaceX claims in the filing is $28.5 trillion. That is a QUARTER of global GDP. So here is what investors are actually buying when this IPO prices: They are buying the most profitable satellite internet business in history, stapled to an AI lab that is burning cash, wrapped inside a Mars colonization pitch that requires building a permanent city on another planet, funded by monthly billion-dollar payments from a direct competitor who has no other option for compute at that scale. This is the kind of thing only Elon could pull off.

Elon Musk's biggest competitor is secretly paying him $1.25 BILLION per month. SpaceX just revealed its financials for the first time in 23 years of existence. And buried deep in the S-1 is a detail that changes how you should think about the entire AI race. Anthropic, the company building Claude, the company that positions itself as OpenAI's biggest threat, the company valued at over $100 billion, is paying SpaceX $1.25 billion EVERY SINGLE MONTH for compute capacity through May 2029. That is $15 billion a year flowing directly from Elon's top AI competitor into Elon's bank account. Think about what that means: Every time Anthropic trains a new model, improves Claude, or lands an enterprise customer, a massive chunk of that revenue goes straight to the guy who owns the competing AI product. Anthropic is literally funding the war against itself. And that's just the beginning of what this filing reveals... The entire SpaceX IPO is structured around a bet most people haven't figured out yet. In 2025, SpaceX spent $20 billion in capex. 60% of that, roughly $12 billion, went to AI infrastructure. Rockets and satellites got the leftovers. In Q1 2026 alone, $7.7 billion out of $10 billion in total capex went to AI. The "rocket company" is spending like an AI company. Meanwhile, xAI, the division that houses Grok, generated $3.2 billion in revenue for the full year of 2025. But its R&D costs TRIPLED to $5 billion. It's burning cash at a pace that would have destroyed it as a standalone company. Which is exactly why Elon merged it into SpaceX two months before filing the IPO. And Starlink is the engine that makes the whole thing work: $11.4 billion in revenue, $4.4 billion in operating profit, and 10.3 million subscribers across 164 countries. It's one of the most profitable subscription businesses on the planet right now. But the average revenue per user DROPPED from $99 per month in 2023 to $66 per month in March 2026. Subscribers quadrupled but each one is paying a third less. Starlink is growing by getting cheaper. SpaceX has lost $37 BILLION since it was founded. Net loss in 2025 was $4.9 billion. This is a company that has never turned an annual profit in 23 years of operation, and it is about to IPO at a $1.75 trillion valuation. And the total addressable market SpaceX claims in the filing is $28.5 trillion. That is a QUARTER of global GDP. So here is what investors are actually buying when this IPO prices: They are buying the most profitable satellite internet business in history, stapled to an AI lab that is burning cash, wrapped inside a Mars colonization pitch that requires building a permanent city on another planet, funded by monthly billion-dollar payments from a direct competitor who has no other option for compute at that scale. This is the kind of thing only Elon could pull off.

Ricardo

208,495 Aufrufe • vor 2 Monaten

Mark Carney Feb 21/2025: Says he will balance the budget. Mark Carney April 19/2025: Announces a $130+ BILLION in new gov't spending over the next several years while promising to shrink the deficit. Is that even possible? 🤨

Mark Carney Feb 21/2025: Says he will balance the budget. Mark Carney April 19/2025: Announces a $130+ BILLION in new gov't spending over the next several years while promising to shrink the deficit. Is that even possible? 🤨

Kat Kanada

97,202 Aufrufe • vor 1 Jahr

🚨🇺🇸 SPEAKER JOHNSON: WE WILL CODIFY DOGE EFFORTS... $170 BILLION IN CUTS AND MORE TO COME "About 170 billion and counting. That's a heroic effort and we applaud it and we are codifying it. The first rescissions package from the White House is $9.4 billion. Remember, Elon was working in discretionary spending; the bill covers mandatory spending. We're going to do it all." Source: Fox Elon Musk Department of Government Efficiency

🚨🇺🇸 SPEAKER JOHNSON: WE WILL CODIFY DOGE EFFORTS... $170 BILLION IN CUTS AND MORE TO COME "About 170 billion and counting. That's a heroic effort and we applaud it and we are codifying it. The first rescissions package from the White House is $9.4 billion. Remember, Elon was working in discretionary spending; the bill covers mandatory spending. We're going to do it all." Source: Fox Elon Musk Department of Government Efficiency

Mario Nawfal

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.President Donald J. Trump is driving a major CapEx Comeback. Tariffs are bringing manufacturing back to the U.S., and the full expensing in the One Big Beautiful Bill is paving the way for sustained growth. Add in the AI boom, as well as President Trump’s emphasis on deregulation, and we're seeing this record CapEx growth as a result. America is building again, and long-term investment and productivity are the keys to lasting prosperity.

.President Donald J. Trump is driving a major CapEx Comeback. Tariffs are bringing manufacturing back to the U.S., and the full expensing in the One Big Beautiful Bill is paving the way for sustained growth. Add in the AI boom, as well as President Trump’s emphasis on deregulation, and we're seeing this record CapEx growth as a result. America is building again, and long-term investment and productivity are the keys to lasting prosperity.

Treasury Secretary Scott Bessent

148,383 Aufrufe • vor 1 Jahr

1 IN 1.5 BILLION CHANCE YOU’LL GET EBOLA THIS YEAR The average American is 122,700% more likely to be struck by lightning. Ebola will NOT become a pandemic. There have been 40 Ebola outbreaks in Africa since the 1970s… and not a SINGLE one has ever become a pandemic.

1 IN 1.5 BILLION CHANCE YOU’LL GET EBOLA THIS YEAR The average American is 122,700% more likely to be struck by lightning. Ebola will NOT become a pandemic. There have been 40 Ebola outbreaks in Africa since the 1970s… and not a SINGLE one has ever become a pandemic.

Nicolas Hulscher, MPH

58,101 Aufrufe • vor 2 Monaten

Chris Camillo made the most bullish case on $AMZN. Everyone worried when Amazon raised their capex to $200 billion Camillo believes they might make that $200 billion back on their Anthropic investment alone when Anthropic IPOs. What Amazon has done in the last 18 months is remarkable in scope. They didn't try to win the foundation model race against OpenAI and Google directly. They went a completely different direction, positioning themselves as the infrastructure underneath everything that is AI. Trainium chips, cloud buildout, advertising integration and equity stakes in two of the three most important AI companies on the planet. First Anthropic. Now $50 billion into OpenAI on top of that. And that OpenAI investment isn't just a financial bet. It ties OpenAI into Amazon's cloud ecosystem, probably permanently. Two of the big three AI labs now run on Amazon infrastructure. Google is the only one that doesn't. The market has spent two years debating who builds the best model. Amazon decided to own the plumbing those models run on and bought equity in the winners while they were at it.

Chris Camillo made the most bullish case on $AMZN. Everyone worried when Amazon raised their capex to $200 billion Camillo believes they might make that $200 billion back on their Anthropic investment alone when Anthropic IPOs. What Amazon has done in the last 18 months is remarkable in scope. They didn't try to win the foundation model race against OpenAI and Google directly. They went a completely different direction, positioning themselves as the infrastructure underneath everything that is AI. Trainium chips, cloud buildout, advertising integration and equity stakes in two of the three most important AI companies on the planet. First Anthropic. Now $50 billion into OpenAI on top of that. And that OpenAI investment isn't just a financial bet. It ties OpenAI into Amazon's cloud ecosystem, probably permanently. Two of the big three AI labs now run on Amazon infrastructure. Google is the only one that doesn't. The market has spent two years debating who builds the best model. Amazon decided to own the plumbing those models run on and bought equity in the winners while they were at it.

Milk Road Stocks

41,351 Aufrufe • vor 16 Tagen

Chris Camillo just made the most bullish case on $AMZN. Everyone worried when Amazon raised their capex to $200 billion Camillo believes they might make that $200 billion back on their Anthropic investment alone when Anthropic IPOs. What Amazon has done in the last 18 months is remarkable in scope. They didn't try to win the foundation model race against OpenAI and Google directly. They went a completely different direction, positioning themselves as the infrastructure underneath everything that is AI. Trainium chips, cloud buildout, advertising integration and equity stakes in two of the three most important AI companies on the planet. First Anthropic. Now $50 billion into OpenAI on top of that. And that OpenAI investment isn't just a financial bet. It ties OpenAI into Amazon's cloud ecosystem, probably permanently. Two of the big three AI labs now run on Amazon infrastructure. Google is the only one that doesn't. The market has spent two years debating who builds the best model. Amazon decided to own the plumbing those models run on and bought equity in the winners while they were at it.

Chris Camillo just made the most bullish case on $AMZN. Everyone worried when Amazon raised their capex to $200 billion Camillo believes they might make that $200 billion back on their Anthropic investment alone when Anthropic IPOs. What Amazon has done in the last 18 months is remarkable in scope. They didn't try to win the foundation model race against OpenAI and Google directly. They went a completely different direction, positioning themselves as the infrastructure underneath everything that is AI. Trainium chips, cloud buildout, advertising integration and equity stakes in two of the three most important AI companies on the planet. First Anthropic. Now $50 billion into OpenAI on top of that. And that OpenAI investment isn't just a financial bet. It ties OpenAI into Amazon's cloud ecosystem, probably permanently. Two of the big three AI labs now run on Amazon infrastructure. Google is the only one that doesn't. The market has spent two years debating who builds the best model. Amazon decided to own the plumbing those models run on and bought equity in the winners while they were at it.

Milk Road Macro

55,169 Aufrufe • vor 2 Monaten