Editorial companion

What stands out

Kai Wu calls Amazon the most interesting setup among the so-called Mag 7 because its underlying business still looks healthy while management is spending aggressively on AI infrastructure. He highlights the company’s large, tangible data-center investments as a reason Amazon remains competitive with Microsoft and Alphabet even as those peers lead the recent rally. A trader on the clip, George Tsilis, walks through an options idea, turning what feels like a strategic debate about capital allocation into a concrete trade discussion.