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Posted by
Two Blokes Apr 25 -
Filed in
Stock
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8 views
Amazon's stock drop amid market selloff highlights the importance of ignoring short-term noise and focusing on long-term fundamentals. Amazon's strategic data center expansions (and pauses) and custom silicon programs are crucial for future earnings growth and maintaining leadership in AI and cloud infrastructure. AWS's consistent margin expansion and durable revenue growth make Amazon a generational business, now trading at a compelling discount relative to historical multiples.
