@KobeissiLetter Any credible strike on AWS infrastructure introduces geopolitical risk into $AMZN’s most profitable segment. Cloud isn’t supposed to have “war risk” priced in this could change sentiment fast.
@WatcherGuru And this is before markets have fully priced in the latest Middle East escalation. Could get interesting if crude pushes higher this week.
@DeItaone When geopolitics hits energy infrastructure, oil stops trading on fundamentals and starts trading on risk premium. Kharg is just the spark Hormuz is the powder keg