Amazon: Still A No-Brainer

Core Thesis - Amazon.com, Inc. (NASDAQ:AMZN) stock experienced a sell-off following earnings due to investor disappointment with Cloud growth and margins [1] Company Performance - The company may be lagging in the Cloud sector, but this does not justify the significant sell-off in its stock [1] Market Reaction - Investor sentiment has been negatively impacted by the perceived underperformance in Cloud services, leading to a decline in stock value [1]