Kunst: Amazon has a tough road ahead of them

Let's start with Amazon, shall we. Um, when you're looking at how much investment is being made from some of its competitors in the AI space and you're looking at cloud, you're looking at tariffs and its uh its business uh in shipping, what concerns you about the way Amazon moves forward. I think that they have a tough road ahead of them.Um, you know, it I'm less concerned about the cloud piece. Uh the reality is that as their legacy customers catch up on cloud um their cloud piece of their their piece of t ...