Amazon – The Cloud Giant Whose True Growth Potential is Still Underestimated!

I share the assessment of Morgan Stanley analyst Brian Nowak, that everything for Amazon hinges on its cloud subsidiary AWS – and that the potential for growth here is being dramatically underestimated. Simply put, AWS rents out computing power, storage, and software to businesses, delivering the majority of the company’s profits, while the low-margin retail business is more of a sideline. Nowak outlines a path where AWS could grow from around $170 billion annualized today to $1 trillion in revenue by the middle of the next decade – which...