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CMS Invests
@cmsinvests
Six Figures At 19 || Tech Investor & Options Trader Subscribe For Trade Alerts || Head @Kalshi_Finance No Risk No Rari || Not Financial Advice
参加 July 2024
892 フォロー中    67.9K ファン
Just entered a $10,000 position in $AMZN at 18. After doing hours of research, I think Amazon has one of the best risk-reward setups in the entire Magnificent 7 right now. • AWS: Q2 revenue hit $42.2B, up 37% YoY, fastest growth in 18 quarters, 39% operating margin, $169B annualized run rate, $496B backlog • AI: Trainium, Graviton, and AI services are above a $25B annual revenue run rate, with 2026 capex raised to $220B • Advertising: Revenue grew 26% to $19.8B • E-commerce: Margins are expanding as same day and overnight delivery continue scaling • Valuation: 20x trailing earnings and high teens to mid 20s forward P/E which is SUPER cheap for a business like Amazon • Price Targets: Consensus around $330 with some reaching over $400 Amazon isn’t just e-commerce anymore. It’s becoming one of the biggest AI, cloud, and advertising company in the entire world. $500 is the longer term setup.
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