$Amazon(AMZN.US) Unfortunately, I was right. The capital expenditure increased from 150 billion to 200 billion, which scared the hell out of Wall Street.
$Amazon(AMZN.US) Given the current market sentiment, the earnings report might be more bad than good. Even if you beat expectations on both revenue and profit, they'll still hammer you if you burn too much cash. Building data centers requires burning 150 billion, and if growth can't keep up, prepare to get hammered. The AI hype isn't as sweet anymore—just look at Microsoft and Oracle. If cloud growth slows even a bit and capital expenditures rise, they'll hammer you to death.
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