Jim Cramer Reveals He’s Been A Fan Of Amazon.com (AMZN) CEO Before Anyone Else Was

The article reports bullish commentary on Amazon (AMZN.OQ) from Jim Cramer and cites institutional commentary. AMZN shares are up 28.7% year-over-year and 16.6% YTD. Cramer praised Amazon’s faster delivery capabilities and CEO Andy Jassy, saying he’s been an early buyer. Bank of America noted the company’s new supply-chain service could improve fixed-asset utilization, while Baron Durable Advantage highlighted investor concerns after Amazon guided to $200 billion in FY2026 capital expenditures — a catalyst for a 9.8% quarterly share decline — but still sees long-term AWS and e‑commerce growth. Overall the piece frames near-term concerns over heavy capex alongside positive structural upside from AWS and supply-chain initiatives, supporting a generally bullish long-term market outlook for AMZN.