Linked trade ideas span 11 sources.
Bullish: Amazon's AI infrastructure spending is accelerating significantly with eye-watering capex numbers that will move GDP. Bearish: Amazon's marketplace model increasingly squeezes independent retailers to death through escalating fees while launching competing private label brands.
“we got numbers from Alphabet and Amazon that were just much higher than Right. I mean, we're talking, like, you know, this moves GDP. It's a GDP altering numbers.”
Odd Lots — Why Adam Posen Thinks Inflation Will Surge Back to 4%
Odd Lots
4 recent episodes
All-In with Chamath, Jason, Sacks & Friedberg
3 recent episodes
Sharp Tech with Ben Thompson
3 recent episodes
Invest Like the Best with Patrick O'Shaughnessy
2 recent episodes
275 mentions
170 mentions
162 mentions
Help improve Amazon.com Inc.
Full market snapshot is a Pro feature
Free users can see the consensus and source breadth. Upgrade to unlock the linked trade-idea thesis, quote, and source-by-source directional breakdown.
135 mentions
116 mentions
112 mentions
104 mentions
79 mentions
78 mentions
62 mentions
61 mentions
Create a free account to see full context
Get full mention context, save a watchlist, and receive weekly alerts.