$MAZN revenue up 15% in March vs. 12% in December.
AWS up 28% missed the whisper of 30%. Thats ok because the real number was likely much better. Have to wait for the call to hear more.My take: Like Microsoft, Amazon needs to make a statement with investors that they have AI products consumers must have. It needs to be more than AWS growth to get the AMZN multiple to rerate.Source: Gene Munster
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