According to @StockMarketNerd, SemiAnalysis published research calling for AWS growth to accelerate to above 20% by year-end, source: @StockMarketNerd on X Sep 3 2025. According to @StockMarketNerd, current Street consensus for Q4 AWS year-over-year growth is 18.5 percent, source: @StockMarketNerd on X Sep 3 2025. According to @StockMarketNerd, this creates an at least 150-basis-point positive spread versus consensus that traders can use as a benchmark for AMZN's Q4 expectations, source: @StockMarketNerd on X Sep 3 2025. According to @StockMarketNerd, the post does not reference any direct cryptocurrency market impact, source: @StockMarketNerd on X Sep 3 2025.