Citron Research(@CitronResearch):$AMZN because being asked have to add to the dialogue ..yes still long and added this morning. World Dominance! Simplest trade on the board: if capex fears hit the group, AMZN rockets on FCF. If the chip trade keeps running, Wall Street wakes up to Trainium and re-rates the hidden silicon business inside AWS. Citron has been saying it — AMZN is the cheapest way to own the ASIC trade. This sucker has a long way to go!

Citron Research

@CitronResearch

Citron Research | Since 2001, delivering bold market analysis & investment insights. Led by Andrew Left, empowering informed financial decisions worldwide.

Joined January 2011

546 Following 383.9K Followers

Citron Research@CitronResearch

2026.04.24 16:18

$AMZN because being asked have to add to the dialogue ..yes still long and added this morning. World Dominance! Simplest trade on the board: if capex fears hit the group, AMZN rockets on FCF. If the chip trade keeps running, Wall Street wakes up to Trainium and re-rates the hidden silicon business inside AWS. Citron has been saying it — AMZN is the cheapest way to own the ASIC trade. This sucker has a long way to go!

397

Forward to community

Most Popular Users