Social•Feb 16, 2026
Amazon's High Capex-to-FCF Isn't New, Still Managed Well
Working on my $AMZN growth thesis report for this week, and just helpful to point out, that this high capex to FCF is not uncharted territory for Amazon. I get there is more competition this time than e-comm but they are good at managing these spends. https://t.co/Bm8AqbI0Fc
By Ben Bajarin
Social•Feb 16, 2026
Memory Limits Will Bind Semiconductors Through 2030
Hard to really say past 2027 for certainty at this point, but its very easy to lay out the scenarios that keep memory constrained to 2030. Really not just memory, the depth of the constraints are so deep across...
By Ben Bajarin