I had 327 shares, sold all but six at just over my cost basis of 180. It's a great company but I've only been managing my own portfolio for a few months and in that time GOOG jumped 60% and AAPL jumped 20% (those were the only other stocks I had 15% or more of my port in). NVDA is a great company and likely will be for a long time but it just doesn't gain anymore. Like it's too fat to kayak or something.
$AMZN COWEN 🔥🔥
We expect AWS to Benefit From Continued Top Line Acceleration, Helped by Broader AI Trend: We project AWS will reach $128.1BN in rev in '25, up 19.1% y/y, and accelerating to +22.9% in '26 and +23.9% in '27.
We estimate AWS will reach $348.5BN in '30 (a 22% CAGR '25-'30). Meanwhile, we forecast AWS Op Income will rise to $45.9BN in '25 and $117.8BN in '30, a 21% CAGR over the 5-year period.