$AMZN: The AI Cloud Bet Gets Bigger
The long-term Amazon story keeps getting more interesting.
UBS sees the potential for $AMZN to reach around $1.7T in revenue and $500B in net income by 2030 as AWS, AI infrastructure, advertising, and retail efficiency continue scaling.
A $10T valuation would require a lot of execution, so I'm not treating that as a guaranteed outcome. But the bigger picture is clear: Amazon is no longer just an e-commerce company.
It's becoming a major AI and cloud infrastructure player.
The market may continue to reprice companies that can turn AI spending into real earnings growth.
Market isn't done yet. Any names you're trimming? Protect your gains.
