Between Space and Warehouses: My Investment Case for Amazon
Amazon's satellite project Leo creates a second global infrastructure pillar.
AI and robotics make logistics more efficient, independent, and profitable.
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I have bought more Amazon (NASDAQ: AMZN) shares because the company is at a turning point where several long-term growth drivers are simultaneously coming into play. The satellite network Leo, the successor to Project Kuiper, is especially important. Even though Amazon has toned down its earlier focus on "affordable internet," its strategic significance remains enormous: A proprietary satellite network creates a second global infrastructure pillar alongside AWS. This opens up new markets, challenges competitors like Starlink, and offers Amazon...
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