bullish

Amazon 4Q22: When Does AWS Trough?

410 Views04 Feb 2023 06:28
Amazon continues to be a frustrating long...just when retail margins show promise, AWS decelerates and margins drop. We think the latter is temporal and the former structural. 2023 reacceleration.
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Aaron Gabin
TMT & Consumer Independent Equity Research Analyst
Obex Capital Research
United StatesInformation Technology & Communication ServicesEquity Bottom-UpThematic (Sector/Industry)
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