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Posted by
Two Blokes Jul 5 -
Filed in
Stock
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8 views
Amazon's current valuation underestimates its growth potential, especially as AI, robotics, and easing Chinese competition set up a strong multi-year margin runway. AWS and advertising are poised for sustained double-digit growth, driving margin expansion and elevating Amazon's consolidated profitability. Heavy capex for cloud and robotics is a temporary headwind; I expect a free cash flow inflection in 2026 to unlock a stock rerating.
