Amazon: The Scenario for a Rally to $400 is Intact. Launch of Ultra-Fast Deliveries Within 30 Minutes in Additional US Cities!

Amazon (i) is in our US model portfolio and is a top pick from our perspective for playing AI and Physical AI. Additionally, the competitive advantage in the eCommerce business is growing. We continue to see a realistic chance for a significant rally in the stock over the coming years. By the end of the decade, the stock should have hit $400  The medium- to long-term scenario for Amazon remains intact, with the expectation that the stock will have reached $400 by the end of the decade. With its Graviton and Trainium chips, it can offer AI...