I think investors are seriously underestimating $AMZN when it comes to AI… AWS CEO Matt Garman recently pushed back on concerns about an AI bubble, and his comments were pretty interesting. “We feel really good about the spend we’re making now.” He also revealed that AWS’s largest customers each account for only a single-digit percentage of its business, compared to some smaller cloud providers that depend on just one or two customers for 30% to 60% of theirs. That’s a HUGE difference.
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CANADIAN INVESTOR
@carpinocapital · 12d
You think it’s a buy around $250?
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