Amazon Is Well Positioned To Capture A Larger Share Of The Cloud Computing Market

My conviction in Amazon.com (NASDAQ: NASDAQ: AMZN ) has grown following the company's recent execution and also management guidance that points to continued acceleration in AWS. While Q2 2025 results confirmed AWS's strong 17.5% y/y andKennedy is a GARP-themed investor with a bias towards companies with aggressive growth prospects, en route to becoming highly profitable in 1-2 years.His investment philosophy emphasizes long-term discipline, consistent alpha, and a pinch of salt (risk).He writes to empower t ...