My deep dive article on $AMZN and why it is my biggest position: 1. Value of e-commerce in agentic shopping 2. Disruption of the Ad business 3. Agentic AI lead: MCP server adoption showing a strong lead for AWS vs peers 4. AWS (growth of traditional and AI compute). 5.
— Rihard Jarc (@RihardJarc) Mar 5, 2026
from Twitter https://twitter.com/RihardJarc
March 5, 2026 at 05:59AM
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