Weekly Update June 23-27

AMZN chips, TSLA Robotaxi, Investing Styles, and Monthly Summary/Conviction List

Let’s get right into it!

Amazon

Amazon announced that the latest model from Anthropic, Claude Opus 4, is being trained on Trainium chips. This order would’ve typically gone to Nvidia but it also helps that Amazon has invested $8 billion in Anthropic, the OpenAI competitor. As the entire industry grows, Nvidia will take the lion share but deals like these …