Amazon: A Top Pick for Portfolio Growth in 2025?
✅ Amazon is highlighted as one of the most interesting options among the 'Magnificent Seven' for 2025.
⭐ It is considered a primary winning horse for portfolio inclusion.
🚀 The 'Magnificent Seven' are seen as the best businesses in the world, resilient with recurring revenue generation.
🧠 These companies lead the technological revolution, particularly in artificial intelligence.
Amazon’s Position in the S&P 500: A Key Indicator for Investors
4️⃣ Amazon is the fourth most valuable company in the S&P 500.
📊 The company's performance significantly impacts the overall index.
💰 Investors in the S&P 500 allocate a substantial portion of their funds to Amazon.
Amazon’s High Multiples: Are They Sustainable?
✅ Amazon's valuation is considered sensible due to its growth potential.
🚀 The company is among the top 10 companies with the highest earnings growth in the S&P 500.
📈 Amazon's earnings are growing at an average of 40% despite its large size.
Amazon: Cloud Computing to Offset Tariff Concerns?
⚠️ Amazon may face headwinds from potential trade wars with China due to its reliance on Chinese vendors and advertisers.
☁️ The core of Amazon's business lies in cloud computing (AWS), which contributes over 70% of its operating profit.
🚀 Trump's focus on bringing technology back to the U.S. could significantly benefit Amazon's cloud computing business.
✅ While tariffs may affect the online retail side, the overall impact is expected to be offset by growth in AWS.
