Amazon: In-House Chips Could Be The New Ace In The Hole

Group 1 - Amazon.com Inc is exploring ways to reduce its reliance on Nvidia, similar to other major tech companies [1] - The focus is on identifying high-quality companies with a market capitalization of less than $10 billion that can reinvest capital for significant returns [1] - The ideal companies should demonstrate a long-term capability of capital compounding with a high compound annual growth rate, potentially delivering tenfold returns or more [1] Group 2 - A conservative investment strategy is primarily adopted, with occasional pursuit of opportunities that present a favorable risk-reward ratio [1] - The approach emphasizes maintaining a long-term perspective to achieve higher returns compared to market indices in a rapidly changing investment environment [1]