Amazon CEO Emerges as Best Bet to Monetize AI Development

A trade idea centered on Amazon's underappreciated AI positioning.

Bruce Kamich·FEB 6, 2026, 4:00 PM UTC

From a trading perspective, Amazon's positioning in the AI infrastructure space presents an asymmetric risk-reward setup. The market has been focused on Nvidia and Microsoft, potentially undervaluing Amazon's AWS-driven AI moat.

I'm looking at a bull call spread that captures upside through the next earnings report while limiting risk exposure.

#Options Trade