https://twitter.com/jonsakoda/status...05051511668736

If AWS were a public stock, it would trade for ~$2-4 trillion at the high end of today’s cloud multiples

Amazon is worth ~$1.5 trillion today

Even when tech valuations are at all time highs, AWS somehow always seems undervalued
Meanwhile Snowflake has 1200 new multi-millionaires and I've never heard of it, lol! This is why I am long AMZN. The largest cloud provider + the largest retailer = it is comically undervalued right now.