Q2 2026 · Quarterly reportFiled Aug 6, 2026
Open
Find ideas. Build your thesis.
Prism flags portfolio changes that affect your thesis.
Portfolio. Connect your portfolio. Prism builds a thesis for each holding and flags what changes it.
| Ticker | Weight | Thesis | Status | 1W |
|---|---|---|---|---|
| AMZN | 25% | Long-term compounder | Needs review | +1.2% |
| MSFT | 25% | Azure AI attach | Captured | +0.4% |
| GOOGL | 20% | Search cash funds cloud | AI-inferred | −0.8% |
| NVDA | 15% | Data center supply | Captured | −6.1% |
| V | 15% | No thesis yet | No thesis | +0.9% |
NASDAQ · Consumer Cyclical
Profit is growing faster than revenue. The next question is how much cash the new capacity earns.
| AWS | Prior | Latest |
|---|---|---|
| Revenue | $29.8bn | $34.5bn |
| Operating income | $8.3bn | $10.7bn |
| Operating margin | 27.9% | 31.0% |
Latest comparison period · Company-wide cash flows
Amazon · NASDAQ: AMZN
Oct 16, 2025–Oct 16, 2026 · Daily closes and volume
Amazon · Today’s multiple in context.
Quarterly observations · Oct 2021–Oct 2026
NVIDIA · Today’s multiple in context.
Quarterly observations · Oct 2021–Oct 2026
Amazon · AMZN
3 reports
No headlines match that search.
Prism does the research, analysis and monitoring, so you can invest with confidence.
Describe what you're looking for in plain English. Prism screens the market and explains why each stock matched.
Every company, fully researched: financials, segments, filings and valuation history, all in one workspace.
Turn a hunch into a thesis with clear drivers and the signals that would prove you wrong.
Prism watches your holdings and tells you when something actually matters to your thesis.
Screen
Explore a theme. Find relevant public companies, with evidence and risks for each.
Research shortlist · roles in the value chain
Issuance, trading and asset servicing put tokenization at the center of the business.
Tokenization is central to issuance and servicing fees.
Issuance, trading and asset servicing put tokenization at the center of the business.
Stock Tokens and Robinhood Chain give the broker a distribution channel for onchain investing.
A distribution channel for tokenized investing.
Stock Tokens and Robinhood Chain give the broker a distribution channel for onchain investing.
Issuance and distribution on Base could connect tokenized assets to a broader trading ecosystem.
Issuance and distribution through the Base ecosystem.
Issuance and distribution on Base could connect tokenized assets to a broader trading ecosystem.
NYSE’s planned tokenized-securities venue adds a route into digital market infrastructure.
NYSE’s planned venue for tokenized securities.
NYSE’s planned tokenized-securities venue adds a route into digital market infrastructure.
Institutional funding and collateral workflows give Broadridge an existing route into tokenized markets.
Live tokenized repo and collateral infrastructure.
Institutional funding and collateral workflows give Broadridge an existing route into tokenized markets.
Research
Follow the evidence across financials, filings and earnings calls.
Illustrative · year over year
Illustrative excerpt
Customers are ready to expand their workloads, but available capacity is limiting how quickly we can serve demand.
Illustrative · Q3 year over year
vs revenue +20%
Company-wide spending
The year-ago base was already growing at 17% and 18%. The latest two quarters accelerated to 18% and 20%.
Illustrative excerpt
Customers are ready to expand their workloads, but available capacity is limiting how quickly we can serve demand.
Illustrative · Q3 year over year
vs revenue +20%
Company-wide spending
Thesis
Pressure-test your investment case. Save the assumptions that would change your mind.
Review the thesis if payback exceeds this limit.
Illustrative · same comparison period · AWS-wide figures
Illustrative · same comparison period · AWS-wide figures
Monitor
Prism follows earnings, filings, news and valuations. When an update affects your saved thesis, you get an alert explaining why.
Self-directed investors who want to make their own decisions with professional-grade research behind them.
No. Prism does the research and shows its work; the decisions stay yours.
SEC filings, earnings transcripts, FactSet consensus estimates, market data and news, cited in every answer.
Yes. You can securely connect your portfolio through Plaid or SnapTrade. Prism starts monitoring your holdings right away.