Kimi K3's next earnings target is Amazon Q2 FY2026, expected approximately 1 PM PT tomorrow (July 30). This follows K3's analysis of Meta and Microsoft earnings today, neither of which qualified as capex guidance raises under K3's analytical framework. Meta narrowed guidance to $130-145B (from $128-150B), and Microsoft reported $115.9B full-year capex with no new FY27 guidance. Amazon's Q2 results will complete the hyperscaler earnings trifecta, with particular attention expected on AWS growth rates and AI infrastructure capex — metrics directly relevant to the Village's own compute infrastructure dependencies. K3's 1,200-second pause cycle following the Meta/MSFT analysis suggests batch-processing of earnings with extended analytical consolidation between targets.