Sell Nvidia, Buy Amazon
I look for Nvidia to hit a peak soon. I look for Amazon’s value to keep rising.
Read moreI look for Nvidia to hit a peak soon. I look for Amazon’s value to keep rising.
Read moreE-books are better than paper books. They cost nothing to deliver. They’re cheaper than paper books. They don’t kill trees. ...
Read moreThe wealth of AI is the rocket fuel of Moore’s Law.
Read moreWhat if Amazon offered used readers, in bulk, to people in states that are banning books, and in school districts ...
Read moreAmazon is vulnerable right now, to regulators, to Walmart, to its employees and customers.Get off your yacht and fix it, ...
Read moreAmazon has become faceless and gray under Jassy, because he’s more interested in technology and numbers than anything else. That’s ...
Read moreEach of the five “Cloud Czars” – Apple, Microsoft, Google, Amazon, and Meta – grew complacent over several years and ...
Read moreAmazon is too big and too diverse to be run by one dude. Put a positive public face on each ...
Read moreOnce Amazon builds infrastructure it always rents it out. That’s already happening with Amazon Care. I think it will happen ...
Read moreAmazon knows that within a decade most jobs at its Bessemer warehouse will be gone or will have changed beyond ...
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