krblokhin
Introduction & Investment Thesis
When I last wrote about Amazon (AMZN), I reiterated my “buy” rating with a price target of $250 per share.
With the stock outperforming the S&P 500 during this period of time, as it paces
Amazon: Expect Big AWS Updates Next Week
Summary
- I am reiterating my 'buy' rating for Amazon with an updated price target of $262, citing at least 16% upside potential.
- Amazon's upcoming AI agent marketplace launch and deepening partnership with Anthropic will drive enterprise AI adoption and strengthen AWS leadership.
- This explains why management held its $100B capex target for FY25 as it builds capacity and custom silicon innovation to support its AI business that is growing at a triple-digit rate.
- On top of that, Amazon's record Prime Day and expected operating leverage expansion from robotics and growing AWS, further support my bullish long-term investment thesis.
Amrita runs a boutique family office fund in beautiful Vancouver, where she leads the investment strategy for the family fund. The fund's objective is to invest capital in sustainable, growth-driven companies that maximize shareholder equity by meeting their growth-oriented goals. In addition, she also started her own award-winning newsletter, The Pragmatic Optimist which focuses on portfolio strategy, valuation, and macroeconomics in concert with her husband Uttam Dey who is also a contributor on Seeking Alpha. Prior to cofounding her fund, Amrita worked for 5 years in high-growth supply-chain start-ups in downtown San Francisco, where she led strategy. During her time in the Bay Area, she also worked with venture capital firms and start-ups, where her efforts led her to grow the user acquisition business. During this time, she was introduced to investment portfolios and was able to maximize returns for clients during the pandemic. The cornerstone of Amritas work rests on democratizing financial literacy for everyone and breaking down financial jargon and complex macroeconomic concepts into formats that are easily digestible but more empowering than the typical investment thesis. Her newsletter has been featured as the Top Newsletter in Finance on popular newsletter platforms and she aims to bring her ideas to Seeking Alpha as well.
Analyst’s Disclosure:I/we have a beneficial long position in the shares of AMZN, MSFT either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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