Amazon: I remain bullish. Will the potential $50 billion chip business now drive the stock?

I am long on Amazon (i) and boosted my position on June 18, 2026. Media reports have stated that Amazon is considering opening its chip business to third parties. So far, the proprietary Trainium chips have been used at AWS. The next step is to sell them to companies for use in their data centers. This would be particularly interesting for insurance companies looking to utilize inference but wary of the public cloud. The demand for Trainium chips is high because AI inference is becoming established at the enterprise level, and Amazon can reduce...