Group 1 - Amazon.com, Inc. is identified as a stock to watch in September, with expectations of a potential rally [1] - Analyst Carter Worth highlights that Amazon has not yet experienced a breakout similar to Alphabet, which recently recovered after a decline [2] - Worth considers Amazon's current lagging position as an opportunity for growth, suggesting it may join the upward movement seen in other stocks [2] Group 2 - Pershing Square Holdings initiated a position in Amazon, recognizing its strong market presence in both Amazon Web Services (AWS) and e-commerce [3] - Both AWS and retail operations are supported by long-term growth trends and have significant opportunities for margin expansion [3] - Amazon's business model emphasizes customer focus, cost leadership through scale, and continuous reinvestment to enhance value [3]