Don't kid yourself, Amazon is a consumer company
55% of sales come from the Amazon marketplace, they can't afford higher costs because of their slim margins.
AWS is slowing down, companies who use AWS as their core platform are focused on consumers and will be impacted by consumer slowdown, since the cloud is elastic, its earnings can contract as easily as they have been expanding for a long time.
Can easily see Amazon falls by 60%...
55% of sales come from the Amazon marketplace, they can't afford higher costs because of their slim margins.
AWS is slowing down, companies who use AWS as their core platform are focused on consumers and will be impacted by consumer slowdown, since the cloud is elastic, its earnings can contract as easily as they have been expanding for a long time.
Can easily see Amazon falls by 60%...