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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Stocks A to Z / Stocks A / Amazon (AMZN)
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Author: mechinv   😊 😞
Number: of 20 
Subject: Piper Sandler sets AMZN as top large cap pick for
Date: 01/20/24 10:46 PM
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Piper Sandler Names Amazon (AMZN) Top Large Cap Pick

"We see the most upside for Amazon(AMZN.US) among our large caps into '24. Retail margins have improved significantly, and we still think Street operating income looks conservative into '24 on incremental numbers. AWS spend is set to accelerate and data from our PSC '24 CIO Survey gives us greater confidence AWS will see greater spend into '24. Net spending intentions at AWS were the only Cloud provider to increase (+2%) versus 1H23. Following both strong CIO and Ad Buyer surveys for next year, we are raising our '24 AWS revenue +1% and ads revenue +2%."

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This community has written 20 posts about Amazon. The article-length ones it recommended most:
Jassy on AI infrastructure economics · 3 recs · 2026
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