#TradfiTradingChallenge AMAZON IS NO LONGER JUST AN E-COMMERCE GIANT.
THE MARKET IS QUIETLY REPRICING IT AS ONE OF THE MOST IMPORTANT AI INFRASTRUCTURE COMPANIES ON EARTH.
For years, Wall Street viewed Amazon as a retail empire with thin margins, aggressive spending, and endless expansion cycles. That framework is now breaking apart in real time.
The new Amazon is built on three dominant engines:
• AWS cloud supremacy
• AI infrastructure monetization
• High-margin advertising expansion
And the market still hasn’t fully priced in what this transformation could become over the next decade.
At