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Overall, the hedge fund estimated robust low double-digit revenue growth for Amazon over the next five years, a view the investor supported while encouraging further recognition of all the components Amazon brings to the table, particularly with its media strategy.
Apple: A Slow Growth Story
The reaction regarding Apple's investment possibility came from the same hedge fund, which initiated its position in 2016. The analysis pointed to Apple's ability to innovate and the potential for a super cycle driven by the anticipated release of the iPhone 16, featuring advanced AI capabilities.