$Amazon (AMZN.US)$ Top Large Cap Pick: We see most upside fo...

$Amazon(AMZN.US)$ Top Large Cap Pick: We see most upside for AMZN among our large caps into '24. Retail margins have improved significantly and we still think Street op income looks conservative into '24 on incremental numbers. AWS spend is set to accelerate and data from our PSC '24 CIO Survey was positive - Piper