Amazon is one of the few megacaps we like, says Clockwise's James Cakmak

I don't know if you've seen uh any headlines. Chuckmuk suggesting they're off to a slow start here, but what are your expectations for Prime Day. Yeah, I think the move to four days is a big deal.You know, upwards of 20 billion in revenue. I I don't think that the street is fully accounting for that. Could add another point of growth uh in the second quarter or in the third quarter rather, pushing them into the double uh digit range.and um and and we think that you know they'll continue to take share their ...