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Arie Scherson · @ariesnotebook

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Amazon As Infrastructure Investment

From x.com/ariesnotebook

I see Amazon as an exciting investment vehicle and view its ecommerce, cloud, AI, advertising, and robotics infrastructure as part of the opportunity. My comments express enthusiasm, not a detailed investment analysis or recommendation.

On February 17, 2026, I said Amazon “looks good here” and added “ngl.” I did not explain what “here” referred to. The same post quoted @BullflowIO’s claim that Nancy Pelosi was back with $2.9M in $AMZN 370 Strike Call Leaps, described as 84% OTM; those were @BullflowIO’s reported figures, not my own trade or independently verified information.

On May 27, 2026, I described kids making viral Amazon Prime delivery edits and suggested that not owning $AMZN might mean “fumbling generational wealth.” I listed Amazon’s ecommerce, cloud, AI, advertising, and robotics infrastructure, but did not explain how those areas support my investment view.

In a May 27, 2026 reply to @ariesnotebook, I agreed with @ChrisCamillo’s view of Amazon as an exciting investment vehicle. The reply gave no further rationale, specific investment recommendation, or quantitative analysis.

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