Rebound Capital

Rebound Capital

Notes on Amazon ($AMZN)

Developing AI Moat?

Dec 15, 2025
∙ Paid

First, we have some big news!

Investing legend Michael Burry has just become a paid subscriber to Rebound Capital. This is undoubtedly one of the best highlights of my career!


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Before you proceed, we highly recommend that you read our original thesis on Amazon.

Deep Dive: Amazon ($AMZN)

Deep Dive: Amazon ($AMZN)

Rebound Capital
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November 15, 2025
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