Amazon
$150.58
last price
-4.65%
session
$58B
market cap
86
highest conviction
It earns weight in more than one thesis — for different reasons.
Conviction answers one question: if the claim turns out to be true, how directly does this name benefit? The score sets the size, and the formula is published.
Last-mile logistics
86/100Runs the largest private logistics network and its own robotics arm.
The final mile of delivery is automated and re-priced, because it is where most of the cost sits.
Build this bookAttention and brands
80/100Retail media is the fastest-growing ad business in the market.
Attention keeps concentrating in a few platforms, and brands pay whatever those platforms charge.
Build this bookPrototype figures. The price, session move, market cap and chart above are generated deterministically from the ticker text. They are not live quotes. The conviction scores and written reasons are real editorial judgements, described on the methodology page.