1. Amazon's AWS business, utilizing NVIDIA GPUs and custom AI chips, drives high profitability and productivity gains; 2. AWS's vertically integrated AI ecosystem and GenAI productivity improvements enhance margins; 3. Despite high CapEx and competition, Amazon's differentiated AI offerings and productivity gains justify a premium valuation.

1. AMZN stock could be considered a value thesis with forward multiples indicating it is undervalued while offering growth at a reasonable/cheap price; 2. Amazon's impressive fundamentals, wide moats, and diversified revenue streams make it a compelling buy despite short-term economic risks and competition; 3. The company's strong growth in free cash flow and operational improvements highlight its potential for sustained growth and margin expansion.

1. Alibaba is set to benefit significantly from China's massive stimulus program; 2. The program aims to boost e-Commerce, logistics, and delivery businesses; 3. The stimulus package is geared towards easing lending restrictions and spurring consumer spending; 4. Alibaba's shares are undervalued with a P/E ratio of 11.6X, offering a substantial earnings yield of 9%.

1. Target's fundamentals are improving with positive comparable sales, driven by digital growth and innovative merchandising in categories like Apparel, Home, and Beauty; 2. The Target Circle loyalty program is a key growth driver, enhancing customer insights and enabling personalized offers to boost purchase frequency; 3. Strong operating rigor, prudent inventory management, and a new CFO position Target for margin expansion and continued profitability growth.

1. Alibaba's strong free cash flow and low profit multiple of 8.3x make it an undervalued investment with a positive risk/reward profile. 2. Despite slowing sales growth in 1Q25, BABA's cloud segment and free cash flow remain robust, supporting future share repurchases. 3. The stock's technical setup is bullish, with improving investor sentiment and potential for a breakout as retail spending in China recovers.

1. Alibaba reported mixed second quarter results with a slight revenue increase but a decline in operating income and diluted earnings per share. 2. The company's e-commerce segment, Taobao and Tmall Group, remains its core business but faces challenges in a struggling Chinese retail market. 3. Alibaba's cloud and international expansion segments show potential for growth, and the stock is considered deeply undervalued.

1. Lotte Home Shopping is hosting a fashion special event, showcasing new arrivals for the fall and winter seasons; 2. The event features a wide range of products, from premium materials like cashmere to practical and affordable items, catering to various customer needs; 3. The company is also enhancing the identity of its exclusive fashion brands and strengthening its fashion expertise.

1. GigaCloud Technology (GCT) has shown significant top-line growth and improving margins, leading to a buy rating initiation. 2. The company operates a global B2B e-commerce platform connecting manufacturers with resellers, with a strong financial position and efficient asset utilization. 3. Economic uncertainty in the US poses a risk to GCT's outlook, but conservative valuation suggests the stock is trading below its fair value.

1. Timon and Wemap, which filed for corporate rehabilitation proceedings, owe over 10 billion won to domestic PC-related companies. 2. The situation has led to concerns about a domino effect of bankruptcies in the industry. 3. The government has pledged to support affected small and medium-sized enterprises, but there are doubts about the effectiveness of these measures.

1. Amazon introduced a grocery delivery subscription for Prime members, aiming to monetize its 200 million Prime members and enhance Whole Foods' competitive advantage. 2. Expecting strong growth in AWS, driven by AI demands and digitalization transformation, with a forecasted 13.5% revenue growth in the near future. 3. Downside risks include competition from Chinese e-commerce platforms like Temu and Shein, impacting Amazon's e-commerce growth. Amazon launched a discount section to compete.

1. Coupang's luxury beauty brand dedicated section, Rocket Luxury, celebrates its 1st anniversary with a special event from July 29 to August 4; 2. The event features best-selling products from 21 participating brands, including Estée Lauder, MAC, Bobbi Brown, Clinique, and Biotherm; 3. Customers can enjoy 10% cashback on all Rocket Luxury purchases, up to a daily maximum of 150,000 KRW, and receive various gifts and coupons based on their purchases.

1. Amazon is highly popular in the UK, with over 80% of people having made purchases in the last year. 2. The UK and Germany surpass the US in Amazon's popularity. 3. Amazon Prime Day has seen significant sales growth, from $900,000 in 2015 to an estimated $12.9 billion in 2023.

1. Prologis, Inc. offers a high dividend yield and a strong track record, making it an attractive income investment. 2. The company focuses on logistics properties linked to e-commerce growth, with a diversified customer base and international operations. 3. Prologis is set to benefit from increasing e-commerce sales, improving consumer sentiment, and fewer new logistics property completions in the future.

1. Self-made phone case orders and transaction volume increase; 2. Search volume for 'handmade phone cases' up 135%; 3. Selected marketplaces show significant growth in transaction volume.