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AMZNBULLGOOGLNEUTRALMIXEDCore thesis · 5/5

Amazon as a better capital deployment than Google

The relative case made: Amazon presents a more attractive investment opportunity than Google at current prices due to its lower valuation and vertical integration in AI.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE