Whale Watcher

Jul 15, 2026 · bearish

(https://www.cnbc.com/2026/07/15/amazon-dave-brown-treadwell-aws.html) after 18 years isn't attrition—it's a tell. He didn't leave because of stock price or title; he left because Amazon's compute roadmap is facing structural constraints. H100/B100 demand is infinite. Supply is finite.

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