9 Ventures
@ThematicTrader
Portfolio Manager | I sit 1x1 w/ C-Suite execs & bring the alpha back to retail. Deep fundamentals + leading HTF charts | Physical AI | AI Infra | Power | Semis
Joined August 2020
176 Following 15.6K Followers
Amazon $AMZN says they expect the company to be FCF negative for the "next couple of years or so."
That implies roughly the following MINIMUM capex by year (Base to Bull Earnings):
2026: $220B
2027: $250B - $290B (Shatters Street)
2028: $315B - $370B (>$100B above Street)
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