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Amazon.com, Inc. (AMZN): A Bull Case Theory

We came across a bullish thesis on Amazon.com, Inc. (AMZN) on Substack by Charly AI. In this article, we will summarize the bulls’ thesis on AMZN. Amazon.com, Inc. (AMZN)'s share was trading at $238.15 as of Jan 28th. AMZN’s trailing and forward P/E were 50.89 and 38.17 respectively according to Yahoo Finance.

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Amazon is positioning itself strategically in response to the growing open-source AI revolution, particularly with the rise of DeepSeek's R1 model. Known for...