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!

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

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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!

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