Added to YB: 2025-12-22
Pitch date: 2025-12-18
AMZN [bullish]
Amazon.com, Inc.
+0.26%
current return
Author Info
Neural Foundry is a DevOps engineer designing AI infrastructure at a Fortune 500. Sign up for the newsletter.
Company Info
Amazon.com, Inc. engages in the retail sale of consumer products, advertising, and subscriptions service through online and physical stores in North America and internationally.
Market Cap
$2.4T
Pitch Price
$226.76
Price Target
N/A
Dividend
N/A
EV/EBITDA
16.04
P/E
32.13
EV/Sales
3.61
Sector
Broadline Retail
Category
growth
Amazon Will Dominate Physical AI
AMZN: Physical AI winner via 1M+ deployed robots across 300 facilities creating massive real-world data flywheel. DeepFleet AI targets 10% robot efficiency gains. Sequoia system cuts inventory processing 75%, order time 25%. Edge inference advantage through AWS stack. Iteration loop compounds faster than competitors lacking production-scale deployment infrastructure.
Read full article (5 min)