SamSuka
The Long Investor
The Long Investor

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$AMZN TOP 20 - LONG TERM PROJECTION -

We will need to wait until we get confirmation that $AMZN has topped out to know where to expect the pullback for Subwave 2 of Wave 3 but as a long term hold $AMZN remains the top pick for me.

I really admire their focus on growth and in spite of their enormous size, they are still gunning to increase their market share.

Their TAM is also expanding too and I would not be surprised to see $AMZN as the biggest company in the world in the next few years.

So when we get the opportunity to buy when this pulls back, we take advantage of it.

Bezos hasn't really gone.

$AMZN TOP 20 - LONG TERM PROJECTION -

Comments

They have a full suite of dev/pipline tools for AI (sagemaker) - also they just announced q - https://aws.amazon.com/q/

Andy

Amazon is not growing in terms of cloud. For the middle east google and microsoft expended their cloud services there but amazon has no footprint in middle east in terms of cloud. Also microsoft and google are fighting in ai space but i dont see amazon announcing anything related to ai. Which makes their cloud space less attractive.

NalaikPanda


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