ABOUT THIS EPISODE
Hatem Dhiab believes Amazon (AMZN) has the strongest positioning in cloud compared to other mega cap peers like Microsoft (MSFT) and Alphabet's (GOOGL) Google Cloud. He says the company's five consecutive quarters of strong growth and "excellent" margins gives the Mag 7 giant an expanding moat to utilize AI compute. Hatem adds that Amazon is offering a much clearer profit roadmap with its CapEx when comparing its backlog growth to Alphabet.
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