Amazon: Stunning Earnings Reaffirm Thesis

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Aug 10, 2026, 2:42 AM ETAmazon.com, Inc. (AMZN) Stock, AMZN:CA StockThe Value PortfolioInvesting Group LeaderSummaryAmazon had incredibly strong performance post-earnings as the company saw 20+% YoY revenue growth and 40+% operating earnings growth.Amazon's core business remains incredibly strong with a double-digit growth rate. Amazon's ads saw 26% YoY growth, giving high-margin revenue to the core business.Amazon has built a dominant AI market position, with equity stakes, cloud, and an incredibly strong silicon portfolio. AWS saw not only 37% YoY revenue growth but also margin growth.Despite massive capital investments, Amazon clearly has the ability to afford the investments and the demand to match, making it a valuable investment opportunity.The Retirement Forum members get exclusive access to our real-world portfolio. See all our investments