Zeus Kerravala believes Amazon (AMZN) showed it still offers long-term strength despite the post-earnings plunge. He says the company is making clear efforts to lock down AI enterprise growth for the next decade through its CapEx ramp backed by AWS cloud revenue growth. "You have to give it a couple more quarters" to accelerate growth further, argues Zeus, though he expects free cash flow to substantially increase in the coming years. Amazon's backlog is something to keep in mind, as Zeus tells investors to expect the Mag 7 company to deliver mid-2027.
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