Joy Tang sees hidden ecommerce strength in Amazon (AMZN) as investors turn their focus toward the Mag 7 giant's CapEx and AWS cloud revenue growth. As the stock slides on its third-quarter earnings, she expects both its ecommerce and AI arms to bring muscle to its fourth-quarter report. Joy believes for any future company to survive, they will need to adapt to the AI trade, making the case Amazon is an established leader in the space.
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