AWS is accelerating while spending $200 billion, and the math behind it either makes this the most confident buy of the decade or a very expensive lesson in timing.
I keep adding to my Amazon (NASDAQ:AMZN | AMZN Price Prediction) position, and every earnings report gives me another reason to buy more. My retirement account already holds plenty of income stocks. Amazon is the compounder I keep feeding because it owns two cash generators that keep getting stronger at once. Those two generators are why I buy without fear.
Reason One: AWS Keeps Accelerating From a Giant Base
Cloud businesses this large usually slow down. AWS keeps speeding up. Growth rose from 20% in Q3 2025, to 24% in Q4 2025, to 28% in Q1 2026, and 37% in Q2 2026. Last quarter AWS revenue reached $42.23 billion at a 39.4% operating margin. CEO Andy Jassy said on the July call that “AWS is booming, growing 36.7% year-over-year in Q2”.
The visibility gives me conviction. AWS carries a $496 billion backlog that is…
https://247wallst.com/investing/2026/10/13/two-reasons-keep-me-buying-amazon-without-fear/
