For the $Amazon(AMZN.US) call:1. How much of AWS c

2025.07.31 20:37

For the $Amazon(AMZN.US) call:

1. How much of AWS capacity constrained? They were in March.

2. How far away are they from their long-term automation target? What does that mean for operating margins long-term?

3. Tariff update

Source: Gene Munster

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