AMZN: AMZN sentiment is strongly bullish driven by two major catalysts in the past 48 hours: the May 4 launch of Amazon Supply Chain Services (ASCS) — which sent AMZN to a fresh 52-week high of $278.56 while hammering FedEx (-7.4%) and UPS (-8.9%) — and the lingering momentum from a Q1 earnings beat with AWS accelerating to +28% YoY and Q2 guidance well above consensus. StockTwits registered 'extremely bullish' sentiment for two consecutive days with extremely high message volume, Reddit communities rank AMZN as a top 2026 pick, and 95%+ of sell-side analysts rate it Buy with an average price target near $307. The primary offsetting concern across all platforms is the $200B 2026 capex plan and its near-term pressure on free cash flow.
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