Kirk's Market Thoughts Message Board

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Non-Tech : Kirk's Market Thoughts

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To: sandeep who wrote (20066)	8/24/2024 6:13:29 PM
From: #Breeze	4 Recommendations Recommended By Cogito Ergo Sum Return to Sender Selectric II toccodolce Read Replies (2) of 26666

SD, Amazon is a platform. Its built an impressive technology infrastructure and logistics capabilities to provide an exceptional e-commerce customer experience. It was opportunistic to provide its AWS cloud solution to the enterprise. But AWS is integral to its e-commerce business. If it spun it off they'd lose control of a mission critical piece of its enterprise. Moreover the gross margins of AWS are generating huge cash flows and significant EBITDA to its business. TELSA's automobile is not a platform. The technology TESLA has developed addresses many other use cases beyond its core market and can address enormous market opportunities, like AI. So how does it monetize that technology. As the CEO and large shareholder Musk will figure it out. You cannot dispute that shareholders who bought his vision at the IPO and later have been handsomely rewarded. I get you don't approve of his business practices. The solution is don't ever be a shareholder of a company whose CEO you do not trust. That way you'll never be disappointed.

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