AWS's 40% Two-Year Growth Outlook Is 'Extremely Strong,' Says Analyst as Amazon Rebounds Off Panic Lows
firstadopter · x · 2026-10-30
Commenting on Amazon's post-earnings move, First Adopter notes the stock has notably recovered from its panic-selling lows and that the absolute numbers were fantastic — especially the 40% AWS growth outlook over the next two years, which he calls "extremely strong."
His takeaway: the beat/miss bogey game often makes investors miss the forest for the trees.
More from Venture
- China could flood InP laser market next year, single vendor capacity cited at multiples of demand — jwt0625 · 2026-10-31
- Anthropic's API margins (~92%) top DeepSeek's (~84%) — subscriptions are deliberate loss leaders — bookwormengr · 2026-10-31
- Four companies post-train their own video models after MiniMax H3 goes open source — videorouter · 2026-10-31
- a16z podcast: AI lifts plaintiff law firms from 100 to 500 cases per attorney — a16z · 2026-10-31
- Figure paid people $15M to film chores, lifting robot zero-shot success in new homes from 9% to 56% — Scobleizer · 2026-10-31
- Theranos whistleblower Tyler Shultz warns AI boom is 'a great opportunity to go deceive people' — TechCrunch AI · 2026-10-31