Amazon: The scenario for a rally to 400 USD 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 USD The medium- to long-term scenario for Amazon remains intact, with the expectation that the stock will have reached 400 USD by the end of the decade. With its Graviton and Trainium chips, it can offer...