Key points:
- BofA analyst thinks Amazon will make more money from ads in 2024.
- Amazon is spending a lot of money on making Prime Video content and letting people watch it with ads instead of paying extra.
- Amazon is also working with other big companies like Pinterest, Meta and Snap to show their ads better on its platform.

Summary:
A bank analyst says that Amazon will make more profit from advertising in 2024 because they are making more money from Prime Video ads and partnering with other companies to show more ads on their website. This means Amazon can sell more things online and make people happier with their service. Read from source...

1. The title of the article is misleading and exaggerated. It claims that Amazon's ad strategy is for the win, implying that it is a success and beneficial for everyone involved. However, this statement is not supported by any concrete evidence or data in the article. Moreover, it ignores the potential negative impacts of Amazon's ad strategy on other players in the market, such as small businesses, consumers, and competitors.
2. The author uses vague and subjective terms to describe Amazon's ad growth, such as "boosts", "predicting", "may drive", and "remain strong". These words do not provide any specific or measurable information about the extent or significance of Amazon's ad growth or its impact on the company's financials. They also create a sense of uncertainty and speculation in the reader's mind, rather than confidence and credibility.
3. The author relies heavily on quotes from a single analyst, Justin Post, to support his thesis. However, he does not provide any background or credentials for this analyst, nor does he disclose any potential conflicts of interest or biases that may influence his views. Moreover, the article fails to present any alternative perspectives or counterarguments from other experts or sources, which would balance and enrich the discussion.
4. The author focuses mostly on Amazon's positive aspects and achievements, such as its ad growth, Prime Video, and new partnerships, without addressing any of the challenges or risks that the company faces, such as regulatory scrutiny, antitrust litigation, data privacy issues, or customer satisfaction. This creates an unbalanced and one-sided narrative that lacks depth and critical thinking.
5. The author uses emotional language and phrases to appeal to the reader's feelings and emotions, such as "pioneering", "green energy", "suggests", and "upside". These words evoke positive associations and expectations in the reader's mind, but do not provide any factual or logical basis for them. They also suggest that the author has a favorable bias towards Amazon and its ad strategy, which may influence his objectivity and credibility.

- BofA analyst Justin Post expects Amazon to have a margin surge in 2024 due to its strong ad growth, which is supported by new initiatives such as more ads in Prime Video and new partnerships with Pinterest, Meta, and Snap.
- The potential for ad revenue upside to drive margin upside in 2024 is based on the assumption that 70% of Prime users will choose lower-cost subscriptions with ads, generating $3 billion in incremental ad revenue and $4.8 billion in total incremental ad+subscription revenue.
- The main risks to this investment thesis are competition from other streaming platforms, changes in consumer preferences and behavior, regulatory challenges, and potential shifts in advertising spending by brands and agencies.