Is Amazon just an e-commerce company? 🤔

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Yesterday, $Amazon(AMZN.US) dropped, and only my buddies $NVIDIA(NVDA.US) and $Tesla(TSLA.US) helped hold the fort. 😂 Now, patience is key with Amazon—don’t let the chips you believe in get shaken out.

Yesterday, two legends in the community, Value Bro (won’t tag him to avoid bothering him) and Stock God Xiao Gu@Stock God Xiao Gu, both added to their Amazon positions. Then everyone blamed the drop on Stock God Xiao Gu. He’s definitely managing things—his main account is incognito, using this one to interact, which is kinda fun.

In my post yesterday, some folks still see Amazon as just an "e-commerce" company, finding its AI efforts "weird." Below, we compare Amazon’s Q3 2025 revenue and profits.

Business / Category

Revenue ($Barrick Mining(B.US)arrick Mining(B.US))

% of Total Revenue (≈)

Retail/E-commerce + Services

1472

≈ 81.7%

AWS (Cloud)

330

≈ 18.3%

Business / Category

Operating Profit ($Barrick Mining(B.US)arrick Mining(B.US))

% of Company Profit (≈)

AWS (Cloud)

114

~ 65.5%

E-commerce/Retail + Services

60

~ 34.5%

Pretty clear, right? The real money-maker is cloud services. 😂

If you want to learn more about Amazon’s business, do some digging into its moat.

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