[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

![Next100Baggers Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1760732748925263872.png) Next XXX Baggers [@Next100Baggers](/creator/twitter/Next100Baggers) on x 6105 followers
Created: 2025-07-26 13:53:49 UTC

Cute anecdote, but let’s unpack what really mattered at $XXX in mid 2015:

- AWS inflection: Cloud revenue was accelerating north of XX% YoY, setting AWS up to hit $XX B+ run-rate in 2016.
- Retail margins: Prime adoption drove operating leverage, retail op margin was climbing through the mid-single digits.
- Valuation context: $AMZN traded 15X EV/EBITDA with a >5% FCF yield (post CapEx) at that price.

The XXX WMA was just wallpaper, a lagging indicator. The real edge came from spotting AWS growth inflect and improving cash flows. Next time you chase a “moving average” buy signal, overlay the fundamental catalyst: cloud scale + margin leverage + FCF yield. That’s where repeatable gains come from.


XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1949105882995863552/c:line.svg)

**Related Topics**
[amzn](/topic/amzn)
[op](/topic/op)
[adoption](/topic/adoption)
[amazon web services](/topic/amazon-web-services)
[$amzn](/topic/$amzn)
[stocks consumer cyclical](/topic/stocks-consumer-cyclical)

[Post Link](https://x.com/Next100Baggers/status/1949105882995863552)