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

Core Viewpoint - The conviction in Amazon.com (NASDAQ: AMZN) has strengthened due to the company's recent performance and management guidance indicating continued growth in AWS [1] Group 1: Company Performance - Q2 2025 results showed AWS's strong growth at 17.5% year-over-year [1] Group 2: Investment Philosophy - The investment philosophy of Kennedy emphasizes long-term discipline, consistent alpha, and a cautious approach to risk [1] - Kennedy is identified as a GARP-themed investor focusing on companies with aggressive growth prospects that are expected to become highly profitable within 1-2 years [1]