Amazon: Do Not Underestimate The Catch-Up Trade (Rating Upgrade)
Amazon.com, Inc. ( AMZN ) offers investors two ways to win from generative AI. The company’s cloud computing division has seen accelerating demand, and I expect that acceleration to continue moving forward. The company’s e-commerce business already offers top-tier shipping speeds at robust profitJulian Lin is a financial analyst. He finds undervalued companies with secular growth that appreciate over time. His approach is to look for companies with strong balance sheets and management teams in sectors with ...