The Joseph Carlson Show Amazon Stock is Going to $400 (Full Analysis)
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Sep 24, 2025 The discussion dives into Amazon's underperformance and investor worries about its AWS and AI strategy. Insights on AWS's potential highlight its strong margins and diverse customer base. The impact of robotics and automation is explored as a means to boost retail margins. Additionally, the value of the Prime ecosystem in increasing customer loyalty is emphasized. On a different note, the podcast covers the Jimmy Kimmel controversy and broader censorship debates while touching on Netflix’s growth outlook and strong content strategy.
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AWS Scale Trumps Quarter-to-Quarter Growth
- Amazon's AWS scale and customer diversification make its growth higher quality even if quarter-to-quarter rates lag peers.
- AWS is massive, highly profitable, and positioned to re-accelerate with specialized hardware and new data centers.
Vertical Integration With Custom AI Hardware
- Amazon is building custom AI hardware (Trainium) and data centers to vertically integrate AI offerings with Anthropic models.
- Semi-Analysis expects these investments to push AWS growth back above 20% over coming quarters.
Robotics Can Transform Retail Margins
- Robotics and automation can convert Amazon's low-margin retail into a high-margin business by replacing routine labor at scale.
- Amazon's large engineering bench and 1.5M employees make it uniquely positioned to capture outsized efficiency gains.