I am bullish, the company is an AI-winner. Three reasons!
I am an Amazon bull and see the company as an AI winner.
Trainium chips are 30 to 40% more cost-effective than GPUs. Robotics warehouse automation will increase margins mid-term. Drivers for the stock price!
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I am long on Amazon (i) and bullish for the mid-term perspective. In the background, the company is cementing its supremacy as a true benefactor of the AI revolution. Three reasons: 1. The epicenter of AI infrastructure: AWS is much more than just cloud storage. With a record investment of up to 50 billion USD in OpenAI and 8 billion USD in Anthropic, Amazon has positioned itself as a central power player. These deals are not just pure capital stakes: OpenAI has committed, as part of the partnership, to spend around 100 billion USD on AWS infrastructure...
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