Joseph Carlson After HoursANALYSTJul 31, 2026“AMZN's AWS grew 37% to $42B in a quarter with improving margins, and demand is booked through 2028 — the capex bet is paying off.”
Why he says it — point by point
FAVORABLE & AGAINST · BOTH KEPTThis is Amazon signaling to the market that they've struck gold, that they have one of the best businesses in the world
Why
AWS, that whole cloud thing, the thing they're spending all that capex money on, it grew by 37%. That's $42 billion in a quarter Not only did it grow above expectations, far above expectations, but it grew while becoming more profitable. Margins are moving up for AWS. even looking out as far as 2028, they already have order fulfillment that increases in demand two years out.
It's a $170,000 position and when the market opens, this will move up another $16,000 in the green.
The structured call
The receipt
Publish-day price $$226.65 · the claim is anchored to the moment it was said.
