Let me get this straight.
Bill Ackman is buying
$AMZN
Nancy Pelosi is buying
$AMZN
Peter Thiel’s largest position is
$AMZN
David Tepper’s largest position is
$AMZN
Meanwhile:
Amazon trades at ~20x earnings.
(Its LOWEST valuation since becoming a public company.)
AWS is growing 37% YoY, its fastest growth since 2021.
Amazon has a MASSIVE ~$500B backlog.
The CEO believes AWS could eventually reach $1T in ANNUAL revenue.
Amazon is a world-class leader across:
Cloud, e-commerce, advertising, robotics, logistics, AI chips & streaming.
With additional exposure to:
Robotaxis, satellites & healthcare.
EPS and EBITDA are also projected to nearly DOUBLE from 2027–2030.
One of the world’s best businesses, trading at a cheap valuation, backed by smart money, a thriving core business, and multiple massive growth themes.
Do what you want with this information.