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Here Is the 1 Unstoppable $70 Billion Growth Machine I Keep Buying Hand Over Fist
Key takeaways
- Cap Ex surged 77% year over year, collapsing free cash flow 95% to $1.2B, but Open AI and Anthropic s multi-gigawatt contracts pre-justify the infrastructure spend.
- Analyst consensus targets $312 against today s $246, and the stock has compounded 597% over ten years through similar volatility cycles.
- Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Amazon didn t make the cut.
Here Is the 1 Unstoppable $70 Billion Growth Machine I Keep Buying Hand Over Fist Alex Sirois Wed, June 17, 2026 at 12:27 AM GMT+7 4 min read AMZN NVDA Quick Read AWS grew 28% to $38B last quarter while AMZN s advertising hit $70B in trailing revenue, powering three simultaneous growth engines.
Cap Ex surged 77% year over year, collapsing free cash flow 95% to $1.2B, but Open AI and Anthropic s multi-gigawatt contracts pre-justify the infrastructure spend.
Analyst consensus targets $312 against today s $246, and the stock has compounded 597% over ten years through similar volatility cycles.
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