
All Eyes on Apple, Amazon 04/28/22
CNBC's "Fast Money"
00:00
Ecommerce Revenue Is Going to Continue to Be a Beast
The capacity issue, coupled with the operating margin less than a stellar performance, does give me some pause. The last thing is, to dan's point, this thing has been lower bata on the upside pops that we've had. And i just think amazon, as it led last year, not keeping pace with the nasdak ind many of his magacap peers, is probably leading the way to the downside. It should not be any surprise that at some point the consumer needs to slow down a little bit.
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