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am i the only one that thinks amazon’s undervalued here?
stock is barely beating inflation this year yet AWS growth up 20% in Q3, tranium ai chips are bought out, $100b+ being spent on ai capex and their automation strategy (replacement with ai and robots) is well underway
public opinion too negative imo and misses the fact they’ll play a huge role in robotics (esp in manufacturing automation)
they’re the embodied, physical AI play