Schwab Network on $AMZN (Nov 6, 2026)
AI summary · Schwab Network
Amazon's consumer business is strong and stable and has been overlooked as attention focuses on AWS; AWS is likely to be 50% of the company within two years, while the consumer side remains important.
BullishHe framed it in years
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Schwab NetworkPublished Nov 6 · 1 passage
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I'm talking about Amazon . No, you know what you have. You know what you get when you buy these names. I think people have completely forgotten about Amazon in terms of their consumer sector.
Everyone is talking about the AWS service. It is likely that AWS will make up 50% of the company in the next two years. But ultimately, they have a consumer side that has been a very strong and stable business.
What this channel has said about $AMZN
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