WSB’s mid-year stock-pick review shows
$AMZN up 5.11% YTD, part of an average 58.45% return for the top 10 picks.
A r/stocks post warns that hyperscaler overinvestment in data centers could trigger a multi-year downturn if AI demand softens.
Amazon’s cloud revenue—nearly half its total—is at the center of the debate, with data-center buildout accelerating across the industry.
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