I just did a Substack on the AWS/AI aspect on Amazon. AI seems to be where Amazon want to be and by investing big in Anthropic and OpenAI now, they will hopefully reap the rewards in the long-term.
Amazon never hurts: e-commerce, AWS and robots. Dead money in 25 hut finally taking off. What’s good - you sleep well and don’t go nuts during selloffs.
Similar, $Meli is an asymmetric opportunity as well in my view
I agree with your approach. I wouldn’t bet the house at current prices, but if you don’t have exposure, I would get exposure to Amazon now.
It’s the name I’m most comfortable with, being still a SP500 heavyweight in 10 years.
I just did a Substack on the AWS/AI aspect on Amazon. AI seems to be where Amazon want to be and by investing big in Anthropic and OpenAI now, they will hopefully reap the rewards in the long-term.
Amazon never hurts: e-commerce, AWS and robots. Dead money in 25 hut finally taking off. What’s good - you sleep well and don’t go nuts during selloffs.
I agree with your trade. I am in at 266 USD but I consider Amazon as the best together with Google and Microsoft where I am also invested.