LONG AMZN& UNH
1.
$Amazon.com(AMZN)$ -1% YTD despite the market rally.
This is due to the underperformance of AWS relative to other cloud giants.
AWS grew just 19% last year, while $Microsoft(MSFT)$ Azure grew 20% and $GOOG Cloud grew 30%.
This will change once Anthropic's AWS clusters go live.
Two gigawatt-scale clusters are beginning operations this year, and they will accelerate AWS growth from 19% to 26% levels, according to SemiAnalysis.
If Anthropic gets performance from them, further deployment of Trainium-equipped clusters will follow.
If Anthropic validates the performance, many smaller AI labs may follow, and AWS's growth can reach 30% levels.
Long AMZN.
Bar chart displays Amazon Web Services revenue growth from 2018 to 2024 with values starting at 26 billion in 2018 increasing to 97 billion in 2024 shown in orange bars on vertical axis labeled in billions rising from 20 to 100 with horizontal axis years and total change noted as 31 percent CAGR 28 percent powered by biggr.
2.
Smart money keeps buying UNH.
Dodge & Cox recently disclosed a $2.2 billion position at a reported price of $345 per share.
Davenport & Company also disclosed that it increased its position by 26%.
If they beat this quarter and guide for growth next year, this can quickly climb over $400 levels.
Long $UnitedHealth(UNH)$ .
A financial portfolio table displays holdings with columns for stock symbols like SCHW for Schwab Charles Corp, activity percentages such as 4.8 percent, buys and sells indicators, number of shares like 57,343,495 for RTX, reported prices like 98.37 dollars, and total values like 5,640,800 dollars. Rows include various companies including RTX Corp at 4.8 percent reduce 4 percent, CVS Fiserv Inc at 3.0 percent add 1 percent, MET MetLife Inc at 2.8 percent add 6 percent, OXY FedEx Corp at 2.9 percent add 5 percent, GSK GSK Plc at 2.2 percent reduce 3 percent, SNDK SanDisk Sciences at 2.1 percent reduce 3 percent, AMZN Comcast Corp at 2.0 percent add 1 percent, SMFG Wells Fargo SA at 2.0 percent add 7 percent, UNH United Health Group Inc at 1.9 percent add 6 percent, and TSMC Taiwan Inductor Inc at 1.8 percent add 14 percent.
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