Bill Ackman on Amazon [qsN6hsS3Lea]
Bill Ackman: “If a company is increasing growth capex while earning above average returns, you should applaud.” This is why $AMZN is my biggest position. Invests $25 billion in Anthropic to get it to commit to $100 billion in AWS spending over the next decade, while the investment itself will likely double as well. $AMZN execution has been elite since early 2025. More to come. #billackman #amazon #investing #stockmarket