Capacity Constraints Bite

10%its chance, of the story’s futures

0.0%on the S&P 500, if it happens

The market begins to focus less on Amazon’s willingness to spend and more on its ability to secure power, chips, land, and data-center construction capacity. If bottlenecks persist, Amazon may face both high capex commitments and delayed revenue conversion.

What it moves

Industrials+0.2%

Sectors in percent; other series by direction only.

Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.

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