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r/stockmarketr/stockmarket· u/Sleepy_Emet6164· 2d agoDiscussion 0

Amazon is Present in 15/18 of the 2040 growing industries (Mckinsey)

Investor summaryBullish

Author sees AMZN outperforming MSFT in the next AI cycle due to accelerating AWS AI growth, expanding ads, and improving retail margins.

Bull points
  • AWS AI growth is accelerating.
  • Advertising business keeps expanding.
  • Retail margins are improving.
AMZNMSFTAI 资本开支
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source: McKinsey Global Institute

imo Amazon has stronger upside despite the poor stock performance. AWS AI growth is accelerating, advertising keeps expanding, and retail margins are improving. As investors recognize these catalysts, AMZN could rally ahead of Microsoft over the next leg of the AI cycle.

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