Let's make a fast start to 2025...

Here are my top 10 stock picks for the year and the investment cases: 🧵

1. $AMZN
- 2024 Revenue Growth: 15%
- Profit Margin: 8%
- Forward P/E: 35

Cloud growth is reaccelerating as AI agents are taking over the world. E-commerce margins will also expand as it ramps its own delivery network. It's now the third largest digital advertiser and will keep growing fast.