“AI Agent E-Comm "Disruption," and Agent CPU Demand Is Helping Intel Turn Its Business Around”
AMZN fundamentals remain strong with ~20% revenue growth; potential margin impact from AI shopping agents is minor, making any resulting stock dip a buy signal.
We need to talk about the peers and competitors to Meta, especially after Amazon put a block on Muse, not allowing Muse users to be able to shop Amazon and make purchases.
Amazon, $200 billion in quarterly revenue. They're gonna be pushing $800 billion in annual sales. We think within the next couple of years, Amazon is a trillion dollars per year in sales company.