Published

02 Aug 25

Updated

30 Apr 26

Views

2k

Invested

Fair Value

US$280

Share price30 Apr

US$242.6713.3% undervalued

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1Y8.59%

7D1.05%

The capitalist colossus that makes your parcels magically appear, powers half the internet, and knows your shopping habits.

OS

Software Engineer and Quality investor with a passion for identifying platform moats, foundational AI infrastructure, and durable digital transformation trends.

Published

02 Aug 25

Updated

30 Apr 26

Views

2k

Invested

Shared on 30 Apr 26

Fair value Increased 1.82%

Amazon Q1 2026: Record Margins Meet Massive AI Ambitions

Amazon’s cloud business picks up speed again and its in-house chips are becoming a bigger part of the story, helping lift profitability. The catch is that keeping up in the AI race demands heavy spending on new data centers and hardware, which could pressure cash in the near term.

420 views

Shared on 04 Nov 25

Fair value Increased 12%

Amazon lands a long-term deal to run OpenAI’s heavy-duty AI work on AWS, which could bring in a large new stream of cloud business and help prove AWS can compete at the very top end of AI computing. The upside may take time and could require big spending to deliver, so the payoff depends on Amazon executing well and the AI boom staying strong.

179 views

Shared on 02 Aug 25

codepoet made no meaningful changes to valuation assumptions.

4 views

Shared on 02 Aug 25

codepoet made no meaningful changes to valuation assumptions.

0 views

Shared on 02 Aug 25

codepoet made no meaningful changes to valuation assumptions.

1 view

Fair Value vs Share Price

US$280

vs US$242.6713.3% undervalued

11.7%

Revenue growth

10.1%

Profit margin

Recent News & Updates

No updates

Recent updates

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Company analysis

Solid track record with excellent balance sheet.

Market capUS$2.6t

PB5.9x

Estimated Growth11.8%

Dividend YieldN/A

CEO & management

Andrew Jassy

CEO

11.1yrs

CEO Tenure

Engages in the retail sale of consumer products, advertising, and subscriptions service through online and physical stores in North America and internationally.