Amazon: Oracle Partnership Highlights Margin Expansion Potential

krblokhinAMZN stock: previous thesis and new developments I last wrote on Amazon stock (NASDAQ:AMZN) a bit more than a month ago, shortly after the release of its Q2 earnings report (“ER”). As you can see from the screenshot below, that article was titled "Amazon Q2: Be Greedy When Others Are Fearful”. As the title already gave away, the article was a review of its ER and argued for a buy rating amid the selloff following its ER. Quote: The market's fear over a potential AI bubble certainly has good rea ...