
Long-term focused investor with conviction in fundamentals, not headlines. I study business models, capital allocation, and inflection points where patience, discipline, and clarity compound into durable returns.
No link addedAmazon is taking a hit to today’s profits on purpose as it pours money into AI data centers, chips, and automation it expects to power the next wave of growth. The bet is that cloud services and ads keep gaining momentum while the retail business gets more efficient, setting the stage for profits to start climbing again by late 2026.Read more
