Okay, Computer: Tech Earnings Roundup with Deirdre Bosa, Gene Munster & Carter Worth
RiskReversal Pod
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Amazon Reports: A Look at the Market's Expectations
The stock has gained 55% from its lows in the first week of January, which is pretty astounding for a $3 trillion market cap company. The key question that I'm trying to figure out gets to the retail business still a huge part of the business call it 70%. And I think when you look at the margins on that, they're still essentially flat over the past decade. Could this be a 5% operating margin business? It's not the near term, but that's what I'm thinking about.
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