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Feb 14, 2026
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SHORT
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Amazon is on its "longest losing streak... in 20 years." The company is projecting "$200 billion being spent on CapEx." Investors are rejecting the capital intensity of the current strategy. A $200B CapEx spend implies massive cash burn without guaranteed immediate ROI, compressing free cash flow margins in the near term. SHORT. Sentiment has broken due to capital discipline concerns. The CapEx leads to an immediate breakthrough in AI/Cloud dominance that justifies the spend. |
Bloomberg Markets
Clock Ticks Down to Partial Shutdown Deadline...
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