Big Call Screening: Amazon, Adidas, RATIONAL, and Walt Disney.
Reading Time: 2 minutes
The US industry leader Amazon (AMZN ) is one of the most exciting long-term stories among the big caps in the US technology sector. Thanks to its dominant market position in the eCommerce segment, Amazon is benefiting from the boom in online retail, while also leading the pack in the mega market for generative AI applications, thanks to its highly profitable cloud subsidiary AWS. Adidas is currently emerging as one of the leaders in the fiercely competitive sportswear segment. Especially in the casual segment, it has a competitive edge over...
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