The Transcript
$AMZN CEO: “We recently launched Trainium3, which is up to 40% more price performance than Trainium 2. We're seeing very strong demand for Trainium3 and expect nearly all of our Trainium3 supply of chips to be committed by mid 2026. And though we're still building Trainium4, we're seeing very strong interest already looking.”
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$AMZN CEO: “We recently launched Trainium3, which is up to 40% more price performance than Trainium 2. We're seeing very strong demand for Trainium3 and expect nearly all of our Trainium3 supply of chips to be committed by mid 2026. And though we're still building Trainium4, we're seeing very strong interest already looking.”
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The Transcript
$AMZN CEO: Amazon rapidly monetizing new AWS capacity
"We expect to invest about a $200B in capex across Amazon, but predominantly in AWS because we have very high demand. Customers really want AWS for core and AI workloads. And we're monetizing capacity as fast as we can install it. We have deep experience understanding demand signals in the AWS business and then turning that capacity into strong return on invested capital. We're confident this will be the case here as well."
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$AMZN CEO: Amazon rapidly monetizing new AWS capacity
"We expect to invest about a $200B in capex across Amazon, but predominantly in AWS because we have very high demand. Customers really want AWS for core and AI workloads. And we're monetizing capacity as fast as we can install it. We have deep experience understanding demand signals in the AWS business and then turning that capacity into strong return on invested capital. We're confident this will be the case here as well."
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The Transcript
RT @TheTranscript_: $AMZN AWS CEO on the viability of space-based data centers:
"There are not enough rockets to launch a million satellites yet, so we're, like, pretty far from that. If you think about the cost of getting a payload in space today, it's massive. It is just not economical."
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RT @TheTranscript_: $AMZN AWS CEO on the viability of space-based data centers:
"There are not enough rockets to launch a million satellites yet, so we're, like, pretty far from that. If you think about the cost of getting a payload in space today, it's massive. It is just not economical."
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Brady Long
RT @bigaiguy: That’s the last time I set up Clawd Bot for an old person https://t.co/lj43RAQWJb
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RT @bigaiguy: That’s the last time I set up Clawd Bot for an old person https://t.co/lj43RAQWJb
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The Transcript
$AMZN CFO on AWS's 24% growth in Q4 25:
"This growth was helped in part by the more than one gigawatt of capacity we added in Q4. In 2025, AWS added more data center capacity than any other company in the world"
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$AMZN CFO on AWS's 24% growth in Q4 25:
"This growth was helped in part by the more than one gigawatt of capacity we added in Q4. In 2025, AWS added more data center capacity than any other company in the world"
$AMZN CEO: "AWS growing 24% (our fastest growth in 13 quarters)..." https://t.co/HgFigEwVx8 tweet
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The Transcript
RT @pineconemacro: This airship cost 0.0000001% of capex
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RT @pineconemacro: This airship cost 0.0000001% of capex
$AMZN reporting after hours today: https://t.co/AG90XQkPOZ tweet
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App Economy Insights
FY26 CapEx Estimates 🏗️
🟠 $AMZN ~$200B
🔴 $GOOG ~$180B
🔵 $META ~$125B
⚫️ $MSFT ~$99B (ending in June)
Over $600B... so far. https://t.co/fc2Yp39kmN
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FY26 CapEx Estimates 🏗️
🟠 $AMZN ~$200B
🔴 $GOOG ~$180B
🔵 $META ~$125B
⚫️ $MSFT ~$99B (ending in June)
Over $600B... so far. https://t.co/fc2Yp39kmN
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The Few Bets That Matter
$IREN & $NBIS proving right...
It doesn't matter what we believe fair value is. It doesn't matter that demand is through the roof. It doesn't matter that hyperscalers continue to spend.
The market is the ultimate truth... Regardless of our ego and convictions. https://t.co/8EYac5jF2Z
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$IREN & $NBIS proving right...
It doesn't matter what we believe fair value is. It doesn't matter that demand is through the roof. It doesn't matter that hyperscalers continue to spend.
The market is the ultimate truth... Regardless of our ego and convictions. https://t.co/8EYac5jF2Z
Fully out of $NBIS after 200%+ returns.
I am not one to fall in love with my stocks. But this one sale has a particular and pretty salty flavor.
If $GOOG wasn't rewarded for its CapEx and compute returns, I do not see why $IREN or $NBIS would. When leaders fall, second-handed assets rarely rise.
I hope we get that bounce and I hope you holders will get what you're looking for.
I'll continue to closely follow the company. But for now, my thesis is that the market won't reward tech anymore and that returns lie elsewhere.
I'll be back when that changes. And it will. tweet
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The Transcript
$AMZN CFO: "trailing 12 month free cash flow was $11.2 billion in Q4 25" https://t.co/HfVbFNdZNd
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$AMZN CFO: "trailing 12 month free cash flow was $11.2 billion in Q4 25" https://t.co/HfVbFNdZNd
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