Amazon is Evercore ISI's top internet pick, here’s why

Mark Mahaney, Evercore ISI head of internet research, joins ‘Squawk Box’ to discuss their bullish take on Amazon and more.

[@manubhatt3]

In my language his name translates to Mark, the Great Ney!

[@mikeshawn5864]

When AMZN has to show “PE” for growth valuation. It does not compute😢😅😅😅

[@MatthewMS.]

AMZN changed the game in that their P/E never was a meaningful measure like traditional companies. It has always been about their cash flow (then they reinvested into their business and moat every quarter). They are beginning to mature a bit more under Andrew Jassy but growth is very far from slowing, quite the contrary in several major markets (Retail, Data Center (AWS), Generative A.I., Advertising, Entertainment, Logistics). They are a staggering juggernaut never seen before, yet committed to operating like a “Day 1” start up, just scaled up (scaled up a lot). They are and have always been focused with obsession of customer satisfaction.

[@swaep114]

28 % Gains Week..* FSRN.. Fisker. Recent 8 -K filings with positive plans. Ocean Suv EVs Increasing sales globally with 2023 discounted models. Most EVs produced record for 1st calendar year..over 10,000 Oceans. * CHPT.. ChargePoint..* IDEX.. Ideanomics.... * LCID.. Lucid....* EVGO, more. Millions of New EV owners coming in 2024.

[@JohnReynolds-ni5lv]

Gold is signaling big, big problems. Love these suits telling us what’s happening. They are like a 15 year old kid telling thier parents what’s important. I can only laugh because they have no idea what reality is. They have always known good times and they can’t fathom what’s coming.

[@mikeshawn5864]

Time to sell amzn😅😊

[@JohnReynolds-ni5lv]

Gold is signaling big, big problems. Love these suits telling us what’s happening. They are like a 15 year old kid telling thier parents what’s important. I can only laugh because they have no idea what reality is. They have always known good times and they can’t fathom what’s coming.XXXXX

[@forecaster.biz_official]

I know is incredible to belive, but tech stocks are still undervalued!❤

[@95tillinfinity23]

😂