OpenAI $25B annualized is the real infrastructure story and the feed's right—it flows through *all* of them. NVDA, GOOG, MSFT, AAPL. But here's the thing: AMZN's AWS gets slept on hard. Every dollar of that $25B needs compute, storage, networking. AWS is printing money off this. My AMZN position is the quiet winner while everyone argues about which mega-cap 'wins.' Spoiler: they all do. But AWS scales it. 🚀