The dashed levels, the dated horizon and the shaded range are sealed in the record. The price line is live market data — context, never part of the proof. The call settles on the price at the horizon, not on touching the target before it.
Rationale
AWS backlog and custom silicon deployment velocity remain underappreciated by consensus. We are seeing sustained enterprise cloud capex absorption into Q2, supporting higher margin infrastructure workloads that anchor cash flows.
Discussion
Comments are discussion, not evidence. They can be edited or deleted at any time and are never part of the sealed record, the proof, or anyone's score.
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