📦 $AMZNB
— Don't look at Amazon as only an e-commerce company.
The bigger story is:
☁️ AWS
📢 Advertising
🛒 E-commerce
🤖 AI
But Amazon is also facing regulatory pressure.
That's why $AMZN is interesting right now.
The bull case:
AI + AWS + advertising growth.
The risk:
Regulation + higher rates + weaker consumer demand.
Amazon has multiple engines.
The question is:
Which engine becomes the biggest one?