$Amazon.com(AMZN)$ AMZN has a

AMZN has a run rate on ad revenue of $47B. It grew 24% last quarter. I think we are beyond worrying how Amazon will cover the costs of their employees. They recently laid off a lot to improve operational efficiency. To be clear, AMZN has invested in more long term assets than any company in the world. They have room to reduce expenses or scale up for further demand with minimal variable costs. 3P Seller fees raking in. Advertising continues to grow. AWS has the ability to provide AI solutions, along with the fast growth Cloud business.

50% eCommerce market share in the US. Incredible knowing how much TAM remains in eCommerce. 15.9% sales were eCommerce in May. The US is 2nd in the world in eCommerce adoption. There will also be more international opportunities to gain market share.

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