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Impact · against what's priced in

Micron's revenue beat and sold-out HBM capacity are strong positive catalysts as they represent a concrete realization of the AI supercycle. Amazon faces a new operational risk with the USPS contract breakdown that is not accounted for in its current valuation, which focuses on AWS and retail margins.

AMZN−0.50

Not in the price yet

In context

The potential split from the USPS after contract negotiations collapsed threatens the delivery infrastructure for 1.7 billion annual shipments.