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Posted by
Two Blokes Tue at 8:00 AM -
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I reiterate my 'buy' rating for Amazon, raising my price target to $250, reflecting a 22% upside as tariff risks are largely priced in. Amazon's margin expansion is driven by fulfillment network efficiencies and rapid AWS growth, especially in AI, which shields overall profitability. Short-term free cash flow is pressured by heavy AI-driven capex, but I expect normalization and growth in H2 FY25 as capacity comes online.
