Amazon (AMZN) vs. MSFT and GOOGL: Can Higher-Margin Businesses Turn Amazon Into an AI-Driven Compounder?

Is AMZN a good stock to buy? We came across a bullish thesis on Amazon.com, Inc. on Quality Stocks | GARP Investment Research’s Substack. Since the thesis was published on August 26^th, AMZN shares have edged lower amid concerns that heavy AI infrastructure spending could pressure near-term cash flow, creating a short-term headwind while strong AWS growth supports the long-term case. In this article, we will summarize the bulls’ thesis on AMZN. Amazon.com, Inc.’s share was trading at...