I Bought Amazon As I'm Ultra Bullish On Its Margin-Heavy Era Underway

I Bought Amazon As I'm Ultra Bullish On Its Margin-Heavy Era Underway

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I Bought Amazon As I'm Ultra Bullish On Its Margin-Heavy Era Underway

Summary

I bought Amazon.com, Inc. stock at 5% of my portfolio, reducing my cash position to 20% amid a currently neutral macro o...

I bought Amazon.com, Inc. stock at 5% of my portfolio, reducing my cash position to 20% amid a currently neutral macro outlook in the near term. I'm expecting 2026 to be bullish macroeconomically; I will further reduce my cash position to 15% in the next few months as positive investor sentiment consolidates and stabilizes. AMZN is driving a new era of stalwart-style ultra returns through margin optimization. This is a rare operating business deserving of ownership in elite portfolios.

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