Amazon sells at a much much higher premium than Alphabet and Apple. If their growth ever begins to falter they won't be such a hot stock. Amazon has an amazing ability to pinch pennies and beat estimates every time. But with Microsoft and Google pushing on their cloud margins, I wonder how long that will last. They are the enemy of a lot of people. Google, Microsoft and Walmart to name a few. Not saying Amazon is doomed, just think people may be a bit over optimistic in thinking they will not hit road blocks going forward.
there’s no such thing as pure data - different kinds of information have different values. Google hasn’t figured out how to turn indiscriminate data collection into economic value, except as a venue to host advertising mixed with search results - and their ad targeting is still abysmal!
