Nvidia recently became the first company to reach a $5 trillion market cap. Amazon.com isn't the next-largest company, but it has a high probability of rapid growth.
Berkshire Hathaway holdings Sirius XM and Amazon rose 10% the day after posting better-than-expected quarterly results. Sirius XM is now trading for less than seven times forward earnings with ammo to keep boosting its hearty 5% dividend yield.
Users continue to upgrade to new iPhones, solidifying Apple's hold on its user base. Amazon sees huge opportunities as AI changes every aspect of work.
Alibaba's core businesses are stabilizing, and its stock still looks cheap. Amazon still has plenty of room to grow, but its valuations are getting frothy.
Amazon showcased the strength in the reacceleration of AWS, with >20% revenue growth and robust AI chip initiatives driving its cloud leadership. AMZN's e-commerce and advertising engines remain formidable, with automation and robotics poised to enhance margins and competitive edge. Despite AWS momentum, e-commerce's lower margins keep free cash flow under pressure, plausibly printing below 10%...
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