Source: 24/7 Wall Street News Agency
1 month ago
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Top Investors See Value in AMZN: “Amazon Has Built One of the Largest Chip Businesses in the World and Barely Anyone Has Noticed”

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.
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Source: 24/7 Wall Street
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