Assessing TAMs, market share, margins and multiples can help investors maintain a "big picture" view of Amazon's prospects. I do so across three of Amazon's main business lines, via a bear and bull ...
Nvidia's TAM is projected at $2 trillion, with a conservative market cap estimate of $8T in 10 years, presenting limited downside risk for long-term shareholders. A bear case assumes 50% market share ...
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