Will help fund AMZN's growth for sometime. AMZN is commodizing the IT space with AWS - this is going to drive valuations higher. Flow of Funds. The US Equity Markets were the most hated asset class by International Fund Managers since 2000... And that has now turned. Money will continue to flow into sectors the US excels at - technology, entertainment/internet, consumer products, speciality finance ( credit cards) aircrafts, Medical devices and RX drugs and Biotech. Pick your names folks !