Why I'm So Bullish on $AMZN
Why I'm So Bullish on $Amazon.com(AMZN)$ 👇
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E-Commerce Dominance
• Amazon controls 38% of U.S. e-commerce, more than the next 10 retailers combined.
• Prime membership exceeds 200M globally, driving recurring revenue and customer loyalty.
• With unmatched logistics, Amazon delivers over 10B packages annually, cementing its leadership.
Cloud Leadership
• AWS holds 32% of global cloud infrastructure spend, more than Microsoft and Google combined.
• Trusted by 80% of Fortune 500 companies, AWS is the backbone of millions of businesses.
• AWS’s operating margin of 30%+ makes it a cash cow, funding Amazon’s innovation across other verticals.
AI Infrastructure Leadership
• In-house AI chip development reduces dependency on $NVIDIA(NVDA)$ -- enabling cost-efficient and scalable AI solutions in a global AI chip market projected to grow at a 45% CAGR.
• AWS already powers AI workloads for thousands of enterprises, and vertical integration will accelerate its leadership in the space.
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