Amazon $amzn Do you know: Its advertising biz reached $1Bn Revenue in Y13 and has grown at 42% CAGR since, at a $38Bn run rate now. It closely matched $goog and $meta's ads growth trajectory after each reached $1Bn rev ( $goog in Y03 and $meta in Y10). To learn more, check

$PANW should be the first $100B security co. within the next 6-mnths! At currently $75B and 23x NTM EV/FCF (roughly in-line w/ $FTNT), with +20% growth and +30% FCF margins NTM, it's not a stretch to make this call. Save this tweet / remind me.