How Rich Habits’s view on $AMZN changed

Channel profile →This channel has 4 credited speakers: Andy Jassy, Deutsche Bank analyst, Wall Street, Wall Street favorites.com / 'We both'3 entries
2026-09-15Bullish
“When Should I Take Profits From Investments as a High Earner?”
Hold AMZN long-term; no intention to sell due to belief in the company.

That's my Nvidias, my Microsofts, my AMDs, my Teslas, my Amazons, all that stuff. I don't plan to sell those shares. I believe in those companies for a very, very long time.

that is why we take profits on these kind of high risk, high beta names and then we move that money and those profits back over to our long-term holds like we mentioned the Amazons and now the Nvidias and the Teslas of the world.

2026-08-07
“SpaceX's 1st Earnings Report, Big Tech Spending $725B & LinkedIn AI Slop”Andy Jassy
Amazon is aggressively investing in AI infrastructure (capex raised to $220B), with leadership projecting massive long-term AWS revenue growth (potentially $1T) despite current negative free cash flow.

Across the five biggest AI spenders, including Amazon, Microsoft, Alphabet, Meta, and Oracle, 20026 capex, guidance now totals more than $725 billion.

And Amazon is leading the pack at $220 billion. It's a number that their CEO Andy Jasse raised from their original 200 billion guidance that was issued during their Q2 earnings call last week. Andy Jasse blamed higher memory costs.

2026-07-31Bullish
Subscribe or start a trial to unlock this step
1 earlier entry need a subscription
The latest 2 are free to read. Earlier entries keep their date and direction; the text unlocks with a subscription.
Subscribe · 30-day full trial