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Not Prime. Not Delivery. This Business Holds the Key to Amazon's Future.

Key PointsAWS's growth rate and profitability far exceed those of its commerce siblings.

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3 reasons for investors to be cheerful till year-end

Pessimism sells. It always has. But investors who let fear set their strategy this year are, I believe, about to miss one of the more compelling setups markets have offered in some time. Eveywhere I look, the mood among investors feels heavier than the numbers actually justify.

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