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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Jukan
* Official: We’ve entered a bear market. https://t.co/GB8jK5jwYU
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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"

$AMZN CEO: "AWS growing 24% (our fastest growth in 13 quarters)..." https://t.co/HgFigEwVx8 - The Transcript
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The Transcript
RT @pineconemacro: This airship cost 0.0000001% of capex

$AMZN reporting after hours today: https://t.co/AG90XQkPOZ - The Transcript
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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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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

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. - The Few Bets That Matter
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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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Dimitry Nakhla | Babylon Capital®
RT @ecommerceshares: People scared of the $GOOG capex guide must have excess microplastics in the brain. When the Cloud biz is growing at +48% and accelerating, with margin at record highs, they should invest as much as possible. The literal “investing in growth”.

It’s a super-profitable land grab. https://t.co/MqbXeHFEza
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The Transcript
$AMZN CEO on their AI shopping assistant Rufus:

"We have 300 million customers who used Rufus in 2025. Customers who use Rufus are about 60% more likely to complete a purchase. And so you're seeing a lot of usage of it and a lot of growth."
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The Transcript
$AMZN CEO: Retailer shopping agents can better fulfill all core retail needs (selection, price, speed, and trust), unlike horizontal AI agents.

"What consumers really want in a retailer, they want really broad selection. They want low prices, they want really fast delivery. And then they want a retailer that they can trust, and that takes care of them. And I think horizontal agents are pretty good at aggregating selection. But retailers are much better at doing all four of those items.”
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