$AMZN
Brian Oslavsky just told the media that the 19% AWS growth has strong demand. That means they basically guided up AWS cause it has strong demand. Also said that AI is already generating billions inside of AWS
The stock is down for 4 years and in the last 3 quarters AWS has gone from 11% growth to 19% with reiterated strong demand going forward. The stock will catch up to this soon in my opinion
If they explain the advertising decel that once they apply AI like $META does they will see major improvements there is the only weak link and I know it’s that. A few quarters ago I mentioned how well AI is doing for advertising for META and especially the last quarter. They all know this tech so once Amazon layers that on top of their digital ad products then the ROI and margins will do well
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