Tag

#cloud

Jun 22, 2026

Amazon stock (AMZN): is it a buy at 30x while free cash flow is near zero, and the 6-month to 5-year bull, base, and bear

Deep research on AMZN: AWS at 57% of profit, $200B capex, near-zero free-cash-flow yield, and bear/base/bull scenarios across 6 months, 1 year, 3 years, and 5 years.

Jun 21, 2026

Why Microsoft stock dropped, and is it losing the AI battle?

Why Microsoft stock dropped about 30 percent in 2026 and whether it is losing the AI battle: the capex, depreciation, and OpenAI stake decoded. Not advice.