Amazon: The Most Misunderstood AI Stock On Wall Street (AMZN)
Amazon.com, Inc. ( AMZN ) deserves a Strong Buy rating, and I'll tell you why right away. I've spoken to several analysts and portfolio managers in recent weeks, who are somewhat skeptical of its strongPortfolio manager, fundamental equity research, macro and geopolitical strategy.Over 10 years across global markets, managing multi-asset strategies and equity portfolios at a European asset manager.I combine top-down macro, bottom-up stock selection and real-time positioning (Bloomberg, models, data).I focus ...