Amazon Stock Discussion

Major stocks fell slightly last Friday but still closed higher for the week - aided by strong economic and macro data.
One of the key positive data that the market received was GDP came in at a solid 3% growth - eliminating some fears that the US could be headed for a recession
$SPDR S&P 500 ETF (SPY.US)$ $S&P 500 Index (.SPX.US)$ $Hang Seng H-Share Index ETF (02828.HK)$ $BABA-W (09988.HK)$ $Invesco QQQ Trust (QQQ.US)$ $Tesla (TSLA.US)$   $NVIDIA (NVDA.US)$ $Microsoft (MSFT.US)$   $Alphabet-A (GOOGL.US)$ $Amazon (AMZN.US)$ $Netflix (NFLX.US)$ $Apple (AAPL.US)$ $Palantir (PLTR.US)$

$UBS Group (UBS.US)$
Here are 10 companies positioned to benefit from this anticipated rise in investment  🧐
1. $ASML Holding (ASML.US)$ is the exclusive provider of EUV lithography technology, which is critical for fabricating chips below the 7 nm process node. This technology enables the creation of smaller, more energy-efficient chip...

$Amazon (AMZN.US)$ 's ad business is already making over $51B revenue annually. It is bigger than $Alphabet-A (GOOGL.US)$ 's YT ad revenue and 35% of $Meta Platforms (META.US)$ 's revenue.
It is also growing fast with 8 years CAGR at 36.55% far higher than other peers.
& Prime Video Ads just getting started.

$Amazon (AMZN.US)$ Prime Video Ads will be a big contributor to $AMZN's already high-growing ad business.
The Information reporting that $AMZN Prime Video upfront ad commitment exceeded their goals of $1.8B for next year.
For comparison even though $Netflix (NFLX.US)$ ads have been introduced sooner they only drew several hundred million dollars in upfronts.
The thesis here is simple IMO. $AMZN is the only streamer that can offer targeting streaming ads based on user shopping behaviour. This...

$Amazon (AMZN.US)$ when she buy a stock, the price drops the next day watch $UiPath (PATH.US)$

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