Jaden Schaefer
π€ SpeakerAppearances Over Time
Podcast Appearances
Obviously, Amazon is still doing a lot of revenue from other segments.
But even with all of that revenue and all of that growth, I think that still wasn't enough to calm down some of their investors because after the whole earnings call, Amazon shares still fell about 10% after hours as the market was kind of reacting to this really aggressive capital expenditure plan.
But even with all of that revenue and all of that growth, I think that still wasn't enough to calm down some of their investors because after the whole earnings call, Amazon shares still fell about 10% after hours as the market was kind of reacting to this really aggressive capital expenditure plan.
But even with all of that revenue and all of that growth, I think that still wasn't enough to calm down some of their investors because after the whole earnings call, Amazon shares still fell about 10% after hours as the market was kind of reacting to this really aggressive capital expenditure plan.
And also they had a miss on earnings per share expectations.
And also they had a miss on earnings per share expectations.
And also they had a miss on earnings per share expectations.
So even though AWS might be outperforming, other areas were not.
So even though AWS might be outperforming, other areas were not.
So even though AWS might be outperforming, other areas were not.
And so I think from now, like basically Wall Street is telling Amazon, even when the business fundamentals look really good, I think there's still a limit to how comfortable investors are with spending hundreds of billions of dollars on a future that hasn't yet fully arrived for the company,
And so I think from now, like basically Wall Street is telling Amazon, even when the business fundamentals look really good, I think there's still a limit to how comfortable investors are with spending hundreds of billions of dollars on a future that hasn't yet fully arrived for the company,
And so I think from now, like basically Wall Street is telling Amazon, even when the business fundamentals look really good, I think there's still a limit to how comfortable investors are with spending hundreds of billions of dollars on a future that hasn't yet fully arrived for the company.
I think, you know, AI definitely and a lot of these, you know, data centers and all these things are a huge part of the future for Amazon.
I think, you know, AI definitely and a lot of these, you know, data centers and all these things are a huge part of the future for Amazon.
I think, you know, AI definitely and a lot of these, you know, data centers and all these things are a huge part of the future for Amazon.
But, you know, today they're making a lot of money from other areas as well.
But, you know, today they're making a lot of money from other areas as well.
But, you know, today they're making a lot of money from other areas as well.
So I think Wall Street wants to still prioritize a lot of those segments.