
@Sean14978416 I will post daily market observations on WhatsApp for free. Welcome to join!
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Dyer Street Bar
45 posts




$AMZN Jassy letter- Should directionally help AMZN multiple as potential TPU sales to third parties has been part of $GOOG bull case; AWS now disclosing ARR from in-house chips now >$20B, if it sold to external parties this could be ARR >$50B.















