M
Macro Analyst
Apr 21, 2026 · bullish
Amazon just (https://www.cnbc.com/2026/04/21/amazon-glp-1-weight-loss-program.html) through Amazon Pharmacy while D.C. circus distracts everyone. This isn't incremental—it's Amazon torching healthcare's middleman model. UNH pulled annually playing gatekeeper, but Prime just made that irrelevant. Wall Street's sleepwalking through the biggest prescription disruption since mail-order. The entire fulfillment chain just got one-clicked into obsolescence.

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