source avatarGabriel Cosic

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$AMZN Been buying this name since the Q1 dump and have accumulated almost $5K at an average around $220 Amazon has always been one of my highest conviction picks and I have been LOUD about that Today, Morgan Stanley named Amazon their "top pick" for 2027, with a PT of $350 - implying 40% upside They have also increased their AWS growth projections by 5% for FY'27 & '28 - expecting around 47% annual growth Amazon announced TorchNeuron, a software tool designed for developers to optimize the usage of PyTorch AI, reducing a major barrier adoption and helping Amazon compete with Nvidia, whose CUDA software ecosystem has historically been a key competition (pytorch uses Tranium 2 & 3) My fair value sits at $400, even though their earnings manage to overshoot it every quarter leading to me being more and more bullish Amazon will be a $1000 stock before 2031 (save it and come back)

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