Added to YB: 2026-04-29
Pitch date: 2026-04-24
AMZN [neutral]
Amazon.com, Inc.
-1.43%
current return
Author Info
No bio for this author
Company Info
Amazon.com, Inc. engages in the retail sale of consumer products, advertising, and subscriptions service through online and physical stores in North America and internationally.
Market Cap
$2.8T
Pitch Price
$263.46
Price Target
N/A
Dividend
N/A
EV/EBITDA
17.69
P/E
36.42
EV/Sales
3.99
Sector
Broadline Retail
Category
growth
Theodosian Capital | Stocks Update 24/4/2026 - AMZN – Anthropic and Meta deals
AMZN (update): Anthropic to buy up to 5GW of Trainium chips; AMZN invests $5B now + up to $20B future in Anthropic, which commits $100B+ over 10yrs on AWS. Meta signs multi-billion AWS Graviton deal for 3-5yrs. Bears cite circular AI transactions; author sees upside either way: AI ROI materializes or capex tapers→FCF expansion. Trades 27.2x 2027 EPS, 22.0x 2028E.
Read full article (1 min)