Which is quite a chunk. But that's one player and it's not even listed, so it can't be sold off.

AMZN is +10% in the last month, -1% last week.

The same AMZN the powers Anthropic.

This Amazon PR video was doing the rounds this same week.

https://www.youtube.com/watch?v=0TnHSRNqDqM

6,435 views Oct 29, 2025

Project Rainier is one of the world’s largest AI compute clusters. The collaborative infrastructure innovation delivers nearly half a million Trainium2 chips, with Anthropic scaling to more than one million chips by the end of 2025.

I'm still bullish