Amazon AWS Best Positioned Cloud? Hatem Dhiab's AMZN Compute & Backlog Bull Case

Impact · against what's priced in

The article provides no new catalysts for Amazon, as the market is already aware of AWS's strong margins and growth, but simply refuses to pay for the resulting acceleration. The claims regarding Microsoft and Alphabet's relative weakness are too general to shift the current pricing models for those firms.

AMZN+0.00: Already priced in
The price assumes: Present operating margin of 11.2% and the gross margin of 50.3%

Amazon AWS Best Positioned Cloud? Hatem Dhiab's AMZN Compute & Backlog Bull Case

What matters in this story

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Amazon AWS Best Positioned Cloud? Hatem Dhiab's AMZN Compute & Backlog Bull Case

What matters in this story

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Amazon AWS Best Positioned Cloud? Hatem Dhiab's AMZN Compute & Backlog Bull Case

What matters in this story

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Nvidia GPUs are everywhere. Here are the ways companies are accessing them

Amazon AWS Best Positioned Cloud? Hatem Dhiab's AMZN Compute & Backlog Bull Case

What matters in this story

Next reads from the same story arc

Nvidia GPUs are everywhere. Here are the ways companies are accessing them

How each ticker is affected

Connected tickers

Track these names every morning.

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AWS head says Amazon needs to be more vocal about data center services: 'Do you not want to use Netflix?'

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