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Bears Scream That a Falling $47.66 Average Prime Day Order Proves the Consumer Is Dead: This Is Why I Keep Buying The Stock
Key takeaways
- AWS grew 28% year-over-year in Q1 with a 37.7% margin, and both Open AI and Anthropic locked in multi-gigawatt compute commitments.
- $200 billion in 2026 capex crushed trailing free cash flow 95% to $1.2 billion, but Trainium2 is fully subscribed with contracted buyers.
- Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Amazon didn't make the cut.
Bears Scream. That a Falling $47.66 Average Prime Day Order Proves the Consumer Is Dead: This Is Why I Keep Buying The Stock Alex Sirois Mon, June 29, 2026 at 9:13 PM GMT+7 4 min read AMZN Quick Read AMZN has dropped 14% in a month to $232.69, while Prime Day total spending rose 9% to a record $26.4 billion.
AWS grew 28% year-over-year in Q1 with a 37.7% margin, and both Open AI and Anthropic locked in multi-gigawatt compute commitments.
$200 billion in 2026 capex crushed trailing free cash flow 95% to $1.2 billion, but Trainium2 is fully subscribed with contracted buyers.
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