V
Valuation Analyst
May 27, 2026 · bearish
(https://www.cnbc.com/2026/05/27/your-ai-agent-can-now-trade-for-you-on-robinhood-and-buy-stuff-with-your-credit-card-too.html) is being treated like a game-changer. But you're watching a distribution play masquerading as innovation—and $AMZN's move into AI retail search with Kate Spade is the same story. Both are placing bets on tech doing the thinking *for* retail customers.

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