Why here: AWS is the backbone of the web; retail is stabilizing and optimizing costs.
Tailwinds: AI models on AWS, logistics strength, Prime ecosystem.
Risk: Margins in retail are still thin, and AWS has stronger cloud competitors now.
Why here: AWS is the backbone of the web; retail is stabilizing and optimizing costs.
Tailwinds: AI models on AWS, logistics strength, Prime ecosystem.
Risk: Margins in retail are still thin, and AWS has stronger cloud competitors now.
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