Feb. 8 at 1:19 PM
$AMZN is straight-up dominating:
• AWS:
$126B revenue, growing 24% YoY
• Advertising:
$68B revenue, growing 22% YoY
Yes, seriously. This is not hype — these are massive, high-growth cash engines driving Amazon’s profit machine.
I get it — bears will point to margins, competition, or retail drag. But ask yourself: how do you value a company printing
$190B+ in two segments alone, both growing >20%?
Pitch me your bear case — I’ll wait.
