Sell AMZN by Nov 10, 2026.

Amazon is my biggest position as I think it is the best company in the world at the moment. Their big tech infrastructure coupled with their logistics network that now features its personal aviation and its own starlink (Amazon Leo) is simply a deadly combination. The issue I have with AMZN is that it is so hard to give a fair value to the business. It hugely depends on the margins they will be able to achieve in the future. …