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Amazon: AWS Growth Accelerates as Reddit Debates the AI Cloud Race

Amazon shares edged higher on Friday as the market digested Anthropic's new Fable 5 AI model and new data showing AWS growth accelerating to its fastest pace in 15 quarters. On Reddit, value investors compared Amazon's trajectory to SpaceX's high-growth phase, while a lively discussion weighed whether Amazon's custom AI chip business gives it an edge over Microsoft in the cloud.

  1. AWS growth accelerated to 28% last quarter, its fastest pace in 15 quarters, reinforcing Amazon's central role in the AI infrastructure buildout.

  2. Reddit value investors debate whether Amazon's high multiple is justified, drawing parallels to the hypergrowth phases of Tesla, Nvidia, and SpaceX.

  3. Anthropic's new Fable 5 model is expected to drive further infrastructure spending for key AI partners including Amazon.

The AWS Growth Story Takes Center Stage

AMZN

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$AMZN

Reddit Productivity: Value Investors Wrestle with Amazon's Multiple

AMZN
$AMZN appeared in multiple Reddit discussion threads on Sunday, most notably in a r/ValueInvesting post that questioned how investors can trust individual stock valuations when market narratives can completely change valuation multiples. The post cited Adobe's forward P/E compression to 8x as a cautionary tale, asking what stops the market from doing the same to Amazon, Microsoft, Meta, and Apple even if they keep executing and growing steadily. The thread drew 115 comments, reflecting the unease some investors feel about tech mega-cap valuations even as earnings improve.

Elsewhere, a r/stockmarket post with 103 upvotes argued that SpaceX's high private valuation is driven by its future potential rather than current assets, drawing explicit parallels to the hypergrowth phases of Amazon and other tech giants. The post noted that traditional value investing metrics would undervalue companies like Amazon during their rapid buildout years — a sentiment that resonates with current debates about Amazon's AI spending trajectory.

Context from Same-Day News

Sunday's news cycle offered several data points for Amazon investors. A Benzinga report highlighted that software and computer accessory prices surged 14.5% year-over-year in May — the biggest increase since 2000 — as AI data centers absorb the majority of global chip supply. RAM prices jumped 290%. These trends underscore the supply-side pressures that make Amazon's vertical integration and custom silicon strategy increasingly valuable.

Another Motley Fool article compared Amazon favorably to Etsy, which is up 25% in 2026 versus Amazon's 5% gain. While acknowledging Etsy's improving fundamentals, the analyst concluded that Amazon's dominant market position, unmatched logistics infrastructure, and proven ability to perform across economic cycles make it the better long-term buy. And an article arguing to "Forget SpaceX" named Amazon as one of three stocks offering better investment opportunities today, citing its expanding data centers and high-margin AWS growth potential.

Sentiment and Community Engagement

Reddit sentiment toward Amazon remains broadly positive. In the r/ValueInvesting community, which produced 91 posts mentioning the ticker, average sentiment was 0.63 on a scale of -1 to 1. The r/investing community showed similar bullishness with an average of 0.65 across 71 posts. Overall, AMZN ranked third among all tickers by Tendie.bot's engagement score, with 6 posts, more than 1,000 comments, and 5,170 upvotes. The stock's sentiment score of 0.42 is moderately positive, reflecting constructive debate rather than euphoria.

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