We came across a bullish thesis on Amazon.com, Inc. on the substitution of disruptive Analytics by Magnus Ofstad. In this article, we will summarize the thesis of the Bulls on Amzn. Amazon.com’s action, Inc. was negotiated at $ 208.47 in June 23RD. According to Yahoo Finance, AMZN’s follow -up and P / E were 33.95 and 32.26 respectively, according to Yahoo Finance.
A network of interconnected data points representing cloud -based software solutions.
Amazon (AMZN) is a complex company which, at first glance, seems to work as a traditional logistics company, with millions of employees packaging and delivering goods. However, despite this scale, its electronic commerce segment contributes relatively little to operational profits. The real engine is found elsewhere – Amazon Web Services (AWS) and advertising represent almost 80% of profits together while representing only 30% of total income.
AWS, the Amazon cloud division dominates with a market share of 50% and constitutes a critical infrastructure in the AI ​​revolution, offering recurring and high margin income in the middle of the competition of Microsoft and Alphabet. As the adoption of AI is accelerating, the massive Amazon data courses of its retail, logistics and cloud companies provide unrivaled fuel for the training and deployment of the model. This strategic advantage allows Amazon to direct the personalization of the AI, the optimization of the supply chain and automated customer service.
Amazon capitalizes on this thanks to an intense investment – more than $ 100 billion in 2025 – to extend its IA infrastructure and strengthen its leadership. Despite being among the most examined actions of Wall Street, the analyst’s targets bring together around $ 240 to $ 250, a DCF analysis is aligned with this consensus, which suggests poor pricing on the market. The main hesitation does not reside in evaluation or fundamentals but in the psychological barrier to have a strong highly indexed stock individually.
However, this concern can be moved. The centrality of Amazon in AI and the Cloud, and its pure operational scale, make it an exceptional vehicle for the long -term composition. Even if it is widely owned, there remains a structurally advantageous asset capable of surpassing as the adoption of AI deepens between industries.
Previously, we have covered a Haussier thesis On Amazon.com, Inc. (AMZN) by Charly AI in January 2025, which highlighted the AI ​​of Amazon’s edge via personalized fleas and profitable infrastructure. The stock has depreciated ~ 12.4% since then, because the thesis has not played in the short term. The thesis is always. Magnus OFSTAD shares a similar vision but emphasizes the wider IA monetization engine of Amazon.
Amazon.com, Inc. appears on our list of 30 most popular stocks among hedge funds. According to our database, 328 hedge fund portfolios held AMZN at the end of the first quarter, which was 339 in the previous quarter. Although we recognize the risk and potential of Amzn as an investment, our conviction lies in the conviction that certain AI actions are more promising to provide higher yields and have a limited risk of decline. If you are looking for an extremely cheap stock of AI who is also a major beneficiary of Trump prices and in terms of, see our free report on the Best short -term AI stock.
Read then: 8 Best actions of Large Douves to buy now And 30 most important AI stocks according to BlackRock.
