We encountered a Saudi thesis On Amazon.com, Inc. On Substack Analytics Disruptive by Magnus Off. In this article, we will summarize the bull thesis on Amzn. Amazon.com, Inc. At 208.47 dollars from June 23road. Amzn’s Thurly and Forward P/E 33.95 and 32.26, respectively, according to Yahoo Finance.
A network of interconnected data points that represent software -based software solutions.
Amazon (Amzn) is a complex company, and it appears, at first glance, it works like a traditional logistical company, with millions of employees mobilizing and serving goods. However, despite this scale, its e -commerce sector contributes relatively little to operating profits. The real engine lies elsewhere – Amazon Web Services (AWS) and the advertisement together represents approximately 80 % of the profits while only 30 % of the total revenue.
AWS, the Amazon cloud division, dominates the market share by 50 % and is issued with a critical infrastructure in the artificial intelligence revolution, as it provides frequent and high margin revenues amid a competition from Microsoft and Alphabet. With the acceleration of artificial intelligence adoption, Amazon data flows provide its commercial business, logistical services, and unparalleled fuel for training and typical publishing. This Amazon strategic feature enables artificial intelligence customization, improving the supply chain, and automated customer service.
Amazon benefits from this through heavy investment – more than $ 100 billion in 2025 – to expand its infrastructure and enhance its leadership. Although it is among the most checked stocks in Wall Street, where the price of analysts ranges between 240 and 250 dollars, the DCF analysis is in line with this consensus, indicating the limited market pricing. The main frequency does not lie in evaluation or basics, but in the psychological barrier of owning a significantly indexed stock.
However, this anxiety may be in its place. Amazon centralization in AI and Cloud, and its absolute operational scale, makes it an exceptional vehicle in the long run. Even if it is widely owned, it remains one of the assets that are likely to exceed performance while deepening the adoption of artificial intelligence through industries.
Previously, we covered a Saudi thesis On Amazon.com, Inc. (Amzn) by Charly AI in January 2025, which highlighted the edge of AI AI through custom chips and cost -saving infrastructure. The stock has decreased by ~ 12.4 % since then, because the thesis has not played in the short term. The thesis still exists. Magnus Offset shares a similar view but confirms the Amazon Oct AI.
Amazon.com, Inc. Listed in our list from 30 shares more popular among hedge boxes. According to our database, 328 Amzn hedgeboards were held at the end of the first quarter, which was 339 in the previous quarter. Although we acknowledge the risks and capabilities of Amzn as an investment, our condemnation lies in the belief that some artificial intelligence shares have a greater promise to provide higher and limited returns than negative risks. If you are looking for a very cheap inventory of artificial intelligence and is also a major beneficiary of the Trump and Bundge tariff, see our free report on The best inventory of artificial intelligence in the short term.
Read the following: 8 best stocks of trench to buy now and 30 The most important shares of artificial intelligence, according to Blackrock.
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