u/kamatbro

1 thesis · first seen Sep 4, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d111100%+15.3%+15.3%
3d111100%+15.3%+15.3%
1w111100%+15.6%+15.6%
1m111100%+13.1%+13.1%
3m000———
6m000———
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Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$AMZNr/wallstreetbetsDiscussionbullish
u/kamatbro · 81d agono track record yet

Heavy AI CapEx isn't a mistake. It's Amazon's character

Amazon's heavy AI capital expenditure is consistent with its long-term strategy of reinvesting for future dominance rather than maximizing short-term profits. This pattern of sacrifice for leadership in transformative technologies has historically created value, and AI represents the next frontier where early investment positions Amazon for sustained competitive advantage.

At post $235.50Now $262.45+11.4% since postedas of Oct 19, 4:30 PM ET
1d+15.3%
3d+15.3%
1w+15.6%
1m+13.1%
3m—
6m—
1y—
original post →

End of results.