Cloud Computing Isn’t the Only Exciting Catalyst for Amazon Stock. Here’s One More.

Shares of Amazon (NASDAQ: AMZN) have staged a sharp recovery, recently touching fresh all-time highs after the e-commerce and cloud computing giant reported its first-quarter results last week. Most of the chatter since has centered on Amazon Web Services (AWS), which grew 28% year over year on a $150 billion annualized revenue run rate — the fastest pace in 15 quarters.

But cloud computing isn’t the only catalyst worth watching here.

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The company’s advertising business now generates more than $70 billion in trailing-12-month revenue and is still compounding in the low-20s percentage range. For investors weighing where Amazon’s earnings power could come from over the next several years, this is arguably the line item that doesn’t get enough…