@upand_right · Long AMZN

At this point $AMZN is just a better $QQQ. Everything I’m bullish on in one name trading at high-20s forward: •trad cloud •GPU cloud •custom silicon - ASIC + CPU •ads (the leg nobody’s pricing) •Anthropic stake •warehouse robots •robotaxis •LEO constellation Retail + ads

Read asLong AMZN

Since the call—

unrankedThe analyst's rank today

High · 0.95Confidence

Wed, Sep 30Tweeted

Thu, Oct 1 closeCounted from

not in the basket todayBasket

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#516

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#539

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#454

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#543

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