AWS Upside Makes Amazon a Top Pick: What It Means for AMZN

Posted on by Eben@CANSLIM Research

In a report naming Amazon a top pick and setting out five catalysts for outperformance, the analysis argues that the market continues to underestimate the growth and profit runway of Amazon Web Services. The note’s central claim is that incremental Nvidia GPU purchases disclosed by the chipmaker imply AWS will deploy 2mn GPUs in 2027-2028, roughly 1mn more than previously assumed, and that this extra compute capacity will translate into faster revenue growth, higher margins and larger EBIT dollars.

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