Analyst: Amazon Priced Only for AWS and Anthropic Stake

Investor Rihard Jarc argues Amazon's market cap largely reflects only AWS and its Anthropic stake, leaving retail, logistics and advertising businesses nearly unpriced.

2026-09-23 ~ 2026-09-23 · 2 related posts

• AMZN trading at basically AWS plus Anthropic stake, says investor — RihardJarc · 2026-09-23
• Analyst: AMZN trades at just AWS + Anthropic stake value, market blind on non-semis AI plays — RihardJarc · 2026-09-23