AMZNAmazon

Cloud + custom silicon

Illustrative trend (not real history)

Compass Consensus Score98

98Strong consensus

Holders base: +48
Action score (adds/trims): +38
Cross-style bonus: +12

Score breakdown

An educational analytic from public filings with a fully published methodology; not investment advice. Learn more →

Bull case

AWS monetizes AI; Trainium lowers cost.

Key risks

Heavy capex weighs on near-term profit.

Investors holding this stock

Warren BuffettAWS cloud + AI monetization Cathie WoodCloud + AI platform Stanley DruckenmillerAdded two quarters running David TepperNearly doubled — #1 holding Philippe LaffontCore AI-benefiting growth

In themes

Cloud & AI Infrastructure

3 names

The layer that turns compute into rentable services: hyperscalers and emerging GPU clouds. Capex is enormous, but it locks in long-term AI workload demand.

AMZNMSFTCRWV

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