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The new Huawei forecast strengthens my bull case for Amazon (i) – I see the stock as one of the biggest winners in AI and Physical AI. By 2035, global token consumption is expected to increase by a factor of 100,000, with over 90% of traffic potentially coming from AI agents. Even if this forecast is significantly too high, the direction is what matters for me: agents continuously consume computing power, and Amazon could earn at nearly every stage of this new value chain. AWS becomes the infrastructure layer of the agent world AWS is already...
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