Buy Amazon on the strength of what we're seeing: Panel on Amazon's Q1 earnings

Amazon's Q1 didn't just meet, they beat, says Rohit Kulkarni, Managing Director, Senior Research Analyst at ROTH MKM, but I would give Amazon's guidance for Q2 four out of five stars, says Kulkarni. Amazon is a buy, says James Demmert, Chief Investment Officer, Main Street Research. The company is at the forefront of the AI arms race, says Demmert.
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[@royed31]

time to pay a dividend

[@MatthewMS.]

They are growing, better to keep the $ invested for AI and AWS growth that Andy Jassy is focusing on rather than give it to us.

[@MatthewMS.]

(We are better off with appreciation than cash now)