There’s nothing sexy about delivery vans (though I will admit that I really like those Mercedes Sprinters). But the numbers that can be generated from supplying vehicles to massive delivery fleets like what FedEX, UPS and even the USPS operates are very seductive. And so it’s an attractive market for EV makers.
I love it when a plan comes together. And it’s even better when that plan involves making some loot. We had been looking for the right entry point for an Amazon (NASDAQ: AMZN) trade
Amazon shares have performed much worse than Microsoft over the last year. But if investors get the feeling that Amazon can put up similar metrics for its Amazon Web Services as what we saw from Microsoft, I think Amazon will rally.