TMTB: AMZN AAPL TEAM Recaps
AMZN +8%: Very Solid hitting all the bogeys we wanted - AWS in line 13%; Big OI beat at $13.2B vs street at 10.5B and slightly higher than bogeys. OI guide looks very solid as well
Not as exciting as META, but they hit all the bogeys we wanted so a very solid print. Up 6-8% feels right tomorrow as bulls gain confidence in the bear case and AWS accel’ing …