1. Amazon's focus on third-party sales, advertising, and cloud services should drive further growth; 2. Despite predicting rather pessimistic growth rates, the company is currently trading at fair value; 3. With realistic growth and profitability metrics, Amazon could offer additional potential of up to 95%.

1. Amazon has transitioned from a hypergrowth disruptor to a market leader with declining valuation multiples; 2. The stock is undervalued due to market sentiment and economic uncertainty; 3. Amazon Web Services (AWS) is the primary growth driver with high-margin AI offerings; 4. Amazon's three-layer AI strategy gives it a competitive edge in the AI revolution; 5. Despite economic risks, AWS's profitability and Amazon's strategic AI positioning suggest significant upside potential.

1. Shopify's shares are down 21% from February highs, reflecting a significant correction compared to the market. 2. Shopify's growth is driven by an accelerating flywheel of e-commerce penetration, market share gains, merchant growth, product expansion, and high margins. 3. Despite a high valuation at 68x forward earnings, Shopify's prospects are justified by its quality and growth potential, making it a 'Buy' on dips.

1. Wacom warns customers that their credit card details may have been stolen during online purchases between November 2024 and January 2025; 2. The company has addressed the security issue and is investigating the breach; 3. Affected customers are advised to monitor their credit card statements and contact their card issuer if they notice unauthorized charges.

1. GXO Logistics has strong visibility due to its recurring revenue, industry-leading automation, and defensive contract structures; 2. Organic growth is rebounding, margins are expanding, market share is increasing, and GXO is on track to achieve its 2027 targets; 3. Short-term uncertainty surrounding the new CEO, regulatory review, and rejected buyout bid has created a generational buying opportunity, despite no tangible impact on GXO's underlying fundamentals.

1. Despite mixed financial results, Alibaba's revenue and net income have grown, justifying its continued 'Buy' rating due to its attractive valuation and growth potential. 2. Taobao and Tmall Group saw revenue growth, but profits declined due to investments in user experience. 3. The Cloud Intelligence Group showed promising growth and profitability.

1. JD.com is a leading e-commerce company in China, benefiting from Beijing's stimulus package; 2. The company is highly profitable with significant operating income and free cash flow; 3. JD.com offers an attractive risk profile with a 7.3X forward P/E ratio.

1. Amazon's shares have surged 79.9% since the 'Buy' recommendation in October 2023; 2. North America segment saw an 8.7% revenue increase and a 31.5% rise in operating profits; 3. International segment turned profitable with a $1.30 billion profit in Q3 2024.

1. Alibaba remains a Strong Buy due to its aggressive investments in e-commerce and cloud computing, with a 74% potential upside; 2. The company shows stable revenue growth and strong financials despite a challenging economic environment and competitive pressures; 3. Alibaba's international expansion and innovative initiatives in AI and cloud computing are promising for future growth.

1. Alibaba's core business stabilizes with record monthly active users and 46M loyal VIP members; 2. Political risk is at its lowest since COVID, and market share reduction eases monopoly concerns; 3. Cloud and AI show strong momentum with triple-digit growth in AI products and the Qwen 2.5 model outperforming Meta's Llama 3; 4. Trading at a significant discount, with loss-making segments expected to turn profitable within 1-2 years and international commerce growing 29% YoY.

1. MercadoLibre dominates the high-growth e-commerce market in Latin America with unique regional expertise, first-mover advantage, and diversified operations. 2. Despite competition from Amazon and cost-driven rivals, MercadoLibre's tailored regional strategy and AI-driven efficiencies ensure its strong growth potential. 3. With a projected 14% 10-year revenue CAGR and expanding EBITDA margins, MercadoLibre is poised for long-term success.

➀ Online shopping analytics indicate that U.S. shoppers spent a record $13.3 billion on Cyber Monday, surpassing 2023 by over 7%; ➁ The five-day Cyber Week reached $41.1 billion in sales, breaking previous records; ➂ Mobile shopping saw a significant increase, with $7.6 billion spent on mobile devices, accounting for 57% of all online sales.

1. BigCommerce's shares surged after Q3 earnings due to strong top-line growth and improved earnings profile; 2. The company is improving key platform metrics and guiding for stronger operating income in FY 2024; 3. Despite post-pandemic revenue slowdown, BigCommerce's enterprise focus and growing e-Commerce market present a long-term opportunity for investors.

1. Shopify's business prospects are excellent due to the growth in entrepreneurship and commerce, driven by the internet and AI advancements. 2. The Company is the go-to platform for new businesses, with significant market share and economies of scale benefiting merchants. 3. Despite excellent business prospects, Shopify's stock might be overvalued at 70 times estimated 2025 FCF, suggesting caution.

1. Pinterest's Q3 update showcased strong fundamentals with 11% user growth and 18% revenue growth, yet the stock fell 16%, presenting a buying opportunity. 2. CEO Bill Ready's focus on AI and platform enhancements has driven significant engagement and monetization improvements, especially among Gen Z users. 3. Pinterest's Owner's Yield has increased to 11.7% due to the price drop and earnings growth, indicating strong potential returns with continued revenue growth and efficient R&D spending.

1. Amazon's Q3 2024 results demonstrate strong revenue and profit growth, driven by AWS and advertising; 2. Regression analysis indicates consumer spending, inflation rates, and GDP growth significantly impact Amazon's revenue, with a positive outlook for these variables in 2025; 3. Technical analysis suggests a bullish momentum for Amazon's stock, supported by rising moving averages and MACD, making it attractive for growth and momentum investors.

1. PayPal reported positive Q3 2024 results with a 1% growth in active accounts and an increase in transaction margin to 46.6%; 2. The fintech raised its 2024 profit forecast slightly and anticipates up to $6 billion in share buybacks; 3. PayPal's growth rate lags behind competitors like SoFi, but its lower profit multiple offers a compelling valuation.

1. Amazon reported a strong 3Q24 result with accelerating growth in the marketplace, robust international revenue and margins, and expanding AWS margins. 2. Deceleration in third-party services suggests merchants are moving to competing platforms. 3. The recent restructuring of Temu poses a long-term risk to AMZN's e-commerce moat.

1. Amazon reported better than expected Q3'24 earnings, driven by strength in e-Commerce and Cloud. 2. AWS-related operating income is surging. 3. The firm's guidance for Q4 is solid, with potential for top line and operating income growth.