Creator sentiment
15 creators · 15 views · past 7 days
Updated November 10, 2026 (UTC)
The bull case
- +AWS grew 40% year-over-year, its fastest in nearly five years, and now drives 63% of operating profits.
- +Negative free cash flow and rising debt are the cost of investing in AI growth, not a sign of business weakness.
- +Record operating margins and continued AWS acceleration make it a solid long-term holding.
- +The Uber Eats benefit makes Amazon Prime an even more valuable membership, strengthening its already strong customer value proposition.
- +The partnership increases the likelihood that Amazon's Zoox driverless car unit could eventually partner with Uber, expanding its addressable market.
- +Morgan Stanley is overweight and Kevin likes it; he owns the stock.
- +AI capex spending will help scale better products and drive revenue growth.
- +Strong diversified business with AWS, advertising, and other high-growth segments.
The bear case
Nothing notable in the past 7 days.
What StockTubers recently said
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AWS grew 40% year-over-year, its fastest in nearly five years, and now drives 63% of operating profits. · Negative free cash flow and rising debt are the cost of investing in AI growth, not a sign of business weakness. · Record operating margins and continued AWS acceleration make it a solid long-term holding.
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The Uber Eats benefit makes Amazon Prime an even more valuable membership, strengthening its already strong customer value proposition. · The partnership increases the likelihood that Amazon's Zoox driverless car unit could eventually partner with Uber, expanding its addressable market.
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Morgan Stanley is overweight and Kevin likes it; he owns the stock. · AI capex spending will help scale better products and drive revenue growth.
