Reported 1 day ago
Alphyn Capital Management's second-quarter 2025 investor letter highlighted Amazon.com (AMZN), noting its impressive 14.28% gain over the past year. The letter emphasized Amazon's structural advantages, including strong growth in its AWS division and advertising services, while cautioning that some AI stocks might hold greater investment potential. Overall, the fund experienced a net return of 12.4% in the quarter, outperforming the S&P 500.
Source: YAHOO