아마존 주가가 드디어 상승세를 타는 이유는?📈

amazon is the og datacentre provider. now with trainium 1,2&3 they can provide ai inference at scale.

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Love AMZN but hate META. The former has a real moat with the base shopping business, while also fighting in the other arenas with streaming, AWS, etc. META is completely devalued by AI slop so don’t use it anymore, only WhatsApp remains handy. Very personal opinion but I’ll be hanging onto my AMZN stock and ignoring Zuck.