---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000944934.md"
description: "AMAZON HAS ITS BEST DAY SINCE AUGUST:- Morgan Stanley named Amazon their topic pick, sees 40% upside with a PT to $350- Amazon announced TorchNeuron, a new software tool designed to make it easier for developers to run existing PyTorch AI workloads on its Trainium2 and Trainium3 chips with minimal code changes, reducing a major barrier to adoption and helping Amazon compete with Nvidia $NVIDIA(NVDA.US), whose CUDA software ecosystem has historically been a key competitive advantage.- AWS projections increased to 47% and 42% YoY growth through 2027-2028 by Morgan StanleyAmazon has underperformed the Nasdaq $QQQ over the past 5 years, with the Nasdaq up 94% and Amazon up 50%. It feels like the consensus view is that 2027 will be the year of Amazon...but that consensus view has also been similar over the past 2 years.If 2027 is the year for Amazon, it would be based on AWS + Trainium inflecting along with inflows in general beginning to rotate from Semis to Mag 7.$Amazon(AMZN.US) +5%Source: amit"
datetime: "2026-10-19T16:25:21.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000944934.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000944934.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000944934.md)
author: "[amit](https://longbridge.com/en/profiles/24261296.md)"
generator: "portal-rs"
---

# AMAZON HAS ITS BEST DAY SINCE AUGUST:- Morgan Stan…


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**