Equity Research
Single-stock valuation work with financial models and price targets.
Equities
Amazon to $750: A Compounder Thesis for 2030
May 14, 2026 · 14 min read
AWS has re-accelerated for six straight quarters. Amazon's advertising business hit $69B in 2025. Logistics monetization just started. The case for $750 by year-end 2030.