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The Chart Looks Ugly... But Buy This Retail Giant Anyway

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Monday Takeaways: The Retail Stock With 34% Cloud Margins

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Shah Gilani

Shah Gilani
Chief Investment Strategist

One retail giant is hitting new highs almost daily. The chart looks perfect.

The other? It's chopping around, looking messy.

So which one should you buy?

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Here's what most investors miss - the first company's profit margins sit at just 3% to 3.5%. The second company's overall margins are 11%. But dig deeper and you'll find its cloud business is pulling 34% margins.

That's not just better. It's in a different universe.

And while the first is growing steadily at 10% to 20% annually in value retail and groceries, the second has something the first can't match - a direct line to AI monetization across its selling platforms, advertising, and especially its cloud division.

In today's Buy This, Not That, I break down why the choppy chart is actually your opportunity and why one company's long-term growth is going to dwarf anything the other can deliver.

Click here or on the thumbnail below to see which retail titan wins.

Cheers,

Shah

Video - Monday Takeaways
 
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(WITH TRANSCRIPT)

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