AMAZON: THE MARKET KEEPS RALLYING π
The major U.S. indices continue hitting all-time highs, despite the fact that the situation surrounding the war still remains unresolved π
Both the S&P 500 and the Nasdaq just closed their 6th consecutive positive week π―
This rally is being driven by two main factorsππ½
First, corporate earnings continue to beat analystsβ expectations ππ½
Second, the semiconductor sector is on fire, as the market expects chip demand to remain extremely strong over the coming years π₯
Either way, these short term moves play a relatively small role for long term investors like us, who are building our financial future over the next few decades.
One company that continues to stand out is Amazon.

Thanks to its massive logistics network, Amazon keeps expanding its reach and is now increasingly providing shipping services to third parties as well π²
That means new revenue streams and higher profitability β

Last quarter, Amazonβs operating margin reached 12% for the first time ever ππ½
IF we assume that Amazonβs highest margin segments continue growing at the current pace, then it is not impossible to see operating margins approaching 20% by 2028 π
Analysts now estimate that Amazonβs revenue could surpass $1 trillion by 2028 π€―
Based on that assumption, operating cash flow (OCF) could potentially reach $200 billion π€

For context, Google currently generates around $174 billion in operating cash flow and has a market capitalization close to $5 trillion ππ½
Based on these numbers, is it really that unrealistic to think Amazon could surpass a $6 trillion market cap within the next two years?
UBER: EXCELLENT RESULTS π
A few days ago, Uber reported very strong results ππ½
Gross Bookings: $53.7 billion (+25% YoY)

Revenue: $13.2 billion (+14% YoY)
GAAP Operating Income: $1.9 billion β RECORD HIGH (+57% YoY)

Non-GAAP EPS: $0.72 (+44% YoY)
Trips: 3.643 billion (+20% YoY)
Monthly Active Platform Consumers (MAPCs): 199 million (+17% YoY)
Free Cash Flow: $2.3 billion
Personally, I have rarely seen a more beautiful chart than Uberβs operating profit growth π€π½

The only real observation is that, although Gross Bookings continue to rise, the take rate has declined significantly and now stands at 25% π§
In my opinion, the stock at $76 still looks undervalued because of investor fears surrounding autonomous vehicles (AVs) π€·π½ββοΈ
What do you think about Uber as an investment?