Top Investors See Value in AMZN: “Amazon Has Built One of the Largest Chip Businesses in the World and Barely Anyone Has Noticed”

On a recent episode of The Investor's Podcast (838), Daniel Mahncke and Shawn O'Malley argued that Amazon offers more asymmetric upside than its hyperscaler peers: “Amazon has literally built one of the largest chip businesses in the world in the last couple of years, and barely anyone has even noticed.