Schwab Network on $AMZN (Nov 4, 2026)
Amazon, which the speaker's firm owns, has been performing well lately: AWS keeps growing rapidly despite already leading in market share, and profit margins expanded in the third quarter, alongside its e-commerce and advertising businesses.
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Well, for example, Amazon would be a good example. We have invested in this name, and it has actually been performing well lately. They have an e-commerce side, an advertising side, and they are clearly pioneers , undoubtedly pioneers in the cloud computing side of business.
AWS (Automatic Web Services) continues to grow very rapidly, even though they already lead in market share. We saw an expansion in profit margins in the quarter they reported. I think it was the third quarter, I do n't say I think, it was the third quarter. So, they are doing very well on this front.
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