5D·

$AMZN (-0,86 %) Amazon has experienced strong demand for cloud services, meaning pricing power.


AWS, its most profitable segment, saw revenues increase to $26.3 billion in Q2, or 19% YoY surge making up only 17.8% of overall sales, but accounting for a sizeable 63.3% of its operating income.


We're bullish on $AMZN (-0,86 %) . They're efforts to reduce operating expenses, while at the same time, investing in AI and garnering more from leasing GPUs and selling products online means more revenues spread over a lower cost base, leading to better profitability.

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And what about MS? 33% cloud growth. 15% allover growth - higher then AMZN. The P/E is also lower.
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