AMZN

"Amazon and Google. Both of these companies are becoming tech ETFs of their own."

"Neocloud [715s] shouldn't exist. They shouldn't exist in [717s] a world where AWS, Azure, Google Cloud [721s] exist. And yet they do."

"yeah, Amazon, [104s] Microsoft, Google, they're spending an [106s] insane amount of money on capex, but [109s] they all have cloud businesses."

"Meta will sell access to AI computing 59s] power and models similar to those [61s] offered by Amazon, Microsoft, and [63s] Google."

"forget about AWS, Azure, Google Cloud, a [398s] Meta Cloud business, which again, we [400s] don't even know the size of it."

"what does this mean [820s] for long-term growth rates of AWS right [823s] does"

"today. AMD, [1237s] no bueno, [1239s] Meta flying, Google flying, Amazon [1241s] flying, public count, new all-time highs [1244s] today, right?"

"We have Amazon Amazing up [45s] 8,000 plus."

"Amazon's got a question. Amazon's [915s] done well for us up $156,000 [917s] the public count."

"own AMD heavy and then also own [1216s] Meta, Amazon and Google and you're [1218s] covered all around because basically [1220s] whichever way this plays out and today [1221s] is a great example."

"And the chip spenders are [1135s] companies like Amazon, Meta, Google, [1137s] Microsoft, those sorts of companies, [1139s] right?"

"Meta, Amazon, Google, [1257s] those stocks move higher."

"When you look at the valuation of companies like Waymo or like Zoox, which is now under Amazon. Even Mobileye, who is trying to vertically integrate their business and as they're going to be launching their own vehicles over the next year or two."

"And the names already building on it read like the entire field. Amazon Robotics, Boston Dynamics, Figure, and Caterpillar."

"The best part is that you're going to be mentored by leaders from Microsoft, Google, Amazon, and Nvidia."

"Microsoft 4, Amazon, Alphabet"

"Amazon up $11,000 here today."

"then you could be looking at a situation where Google, Meta, Microsoft, Amazon, those companies are kind of seen as winners in this environment because you know these are the companies that are having to spend fortunes of money on memory specifically high bandwidth memory right so the big spenders could be seen as winners and you look at a day like today with all this kind of a lot of negative headlines in regards to micron and the stocks that saw huge benefits today is Google was up like 5% Ama"

"They're going to pass it along to Meta, Google, Amazon, all those sorts of companies, right?"

"You think Amazon couldn't do that?"

"Amazon is up Meta, Google, Palanteer, Netflix with Micron, that's down 3.2%."

"And so when you now see Rocket Lab in the same conversation here with SpaceX, Amazon, previously I said Blue Origin, but it's actually again it was Amazon and Global Star, you start to see well the scale of the other companies."

"We see this with well not Amazon with Blue Origin. We've seen it with SpaceX as well."

"Now, this is largely due to the massive divergence between the hyperscalers like Microsoft and Amazon and all these companies, versus what they would call the check receivers, which is mainly the semiconductors like AVGO and Micron and SK Hynix and all the memory stocks."

"Some of the biggest names like Meta, Microsoft, and Amazon have actually been lagging and by a wide margin."

"Let's start with number one, which is Amazon."

"just like when Microsoft did and it fell 70% and he believes SpaceX could fall 70% like Microsoft and Amazon in 1999."

"magnificent seven stocks like Google, Amazon, Microsoft, Meta. All of them are down double-digits."

"they're selling Amazon"

"Well, we do know that there are four very large customers, think hyperscalers, likely to be companies like Google, Microsoft, Amazon, etc."

"It's why Corning is the named anchor supplier to Meta, Amazon, Google, Microsoft, OpenAI, and Nvidia all at the same time."

"Google Cloud is now making over $80 billion a year in revenue. They have a backlog of almost half a trillion dollars, and it's growing almost as fast as Amazon Web Services and Microsoft Azure put together."

"They make custom AI chips for Amazon and Microsoft and Google."

"If you compare it to Amazon, it's $400 per employee, but I have $2,500 and this one is $29,576."

"I guess it still makes a lot of sense to pick up names like Amazon, like Nvidia, like Google, like Microsoft, like Meta, and the list goes on and on and on."

"Micron is also worth a trillion dollar less than an Amazon right now."

"Marcato Libre is basically the Amazon of Latin America."

"I actually have Amazon in my retirement account as well."

"So, I'd want to monitor how the spending of Google, Microsoft, Amazon, and more is trending."

"Now, the company's main customers are Amazon, Google, Meta, Microsoft, etc. may all need massive amounts of cheap storage to keep their AI training going."

"And [711s] Amazon also gained 0.4% to 4.1% of total [716s] streaming market share."

"So when I compare Netflix in [904s] the market today versus Meta or Amazon, [907s] I think the latter stocks are looking [909s] much more attractive and that is really [911s] why I am not buying Netflix here."

"But given where a lot of other [618s] stocks are in the market like Amazon, [620s] Meta, Microsoft, Brookfield Asset [622s] Management, Marcato, Libre, I simply [624s] think that those stocks are offering [626s] much more value here and those [628s] businesses are also growing much [630s] quicker."

"Remember, this is not a US-based business. This is business outside of the US, and therefore, it's always, A, going to trade at a premium to, let's say, Amazon, for example, right?"

"Their latest robot does have an Ouster lidar sensor. So they have a good partnership with Amazon and they even have warrants on Amazon, which I'm going to talk about a little bit, but this is another area for them."

"Amazon down 4.75%"

"Amazon $2.5 trillion company being down close to 5%"

"With regards to Amazon, I've said it before and I say it again. I think this is a $300 stock, not a $232 stock. But hey, the lower this thing goes, the better it is for long-term shareholders."

"And that no-brainer of course is called Amazon. Now, Amazon over the past 12 months is still up 10.6% but it is experiencing now a draw down of around 16.2%."

"But then again, Amazon will never look cheap based on traditional pricing metrics because Amazon does everything to grow to reinvest in the business and to expand its total addressable market."

"And it still blows my mind that the market disregards the AWS growth and the acceleration in growth."

"Amazon could be growing low double digits for the foreseeable future. Why? Very simple. AWS advertising, subscriptions, robotics, automation, shopping, e-commerce, all of that, yes, could make Amazon still grow low double digits for the foreseeable future."

"Amazon at its core is a very well-run business."

"Entropic is a big user of AWS. It's not slowing down. OpenAI, my opinion, not slowing down either. Amazon's own chip business, it's not slowing down on its own."

"And so to me, it's always funny to see Amazon being disrespected."

"I do think that Amazon is also being disre and Amazon has been disrespected by the market for quite a while."

"Amazon, Microsoft, and Nvidia."

"So, guys, we're going to do Amazon real quick. I'm going to show you the numbers, and then we're going to pick either Amazon or Microsoft to do cash secured puts on."

"Amazon, 200."

"And the first stock that I am actively buying in the market right now is Amazon. This is actually one of my largest positions and I continue to not fully understand why the market is not giving this one as much love as I think it deserves because Amazon is directly exposed to the chips industry, the robotics industry, cloud computing, artificial intelligence, advertising and all of these very high quality and attractive different businesses and I now view Amazon is kind of like an ETF that has a"

"However, competitors like Shopppee and Amazon are currently spending big to grow their presence in the region."

"Last but not the least, and that's Amazon. So Amazon is reportedly in talks to sell its custom AI chips to other companies for use in their own data centers."

"I still think that Amazon is also undervalued. is one of those companies where again their total addressable market over the last two decades has always expanded."

"So yeah, Amazon a meta of course as always, but Amazon to me is is one of those no-brainers in the market."

"and Amazon at 3.6%"

"Amazon 4.58%"

"Microsoft, Amazon, Samsung, SKH Highix, AMD, and Broadcom fill out the rest of the top 10."

"Look at Amazing down another three and a half% here today."

"Amazon [26s] tanked"

"Amazon that has invested 10 times the money that SpaceX has invested till now in the same things with an ecosystem with crazy profitability with everything is smaller than SpaceX"

"So that's also why I have chosen to invest in kind of the infrastructure layer like Amazon and um Tasmea which I recently shared on my channel because they're building out the actual infrastructure for artificial intelligence and they're kind of like the utility for AI."

"Yes, Amazon as crazy as it can sound"

"Moving on to the next obvious one, which is Amazon"

"I don't think that an Amazon gets disrupted"

"Microsoft or Amazon? >> Microsoft."

"or even buy a Meta or a Google or an Amazon or a Microsoft or an Nvidia, which are all trading in my opinion at very attractive valuations."

"But, coming in at number two is Amazon. I like Amazon marching up this list here. It's one of the ones that's still on a great valuation. Still undervalued. Obviously, it's an incredible business. They have their tentacles kind of out there into everything. They're continuing to grow. AWS is just growing still. Obviously, they're leaning into the AI race they're already. They're leaning into the robotics. They're leaning into the robot taxi. All those things. They're involved in everything. And "

"Amazon, it's negative. Meta, it's almost negative."

"magnificent seven stocks, like Amazon and Meta and Google and and Apple and many of them, are one of the best companies in the world that you could own in your portfolio."

"Now the first third one, which is my favorite one, my largest position, this is Amazon. Amazon is down 10% over the last months."

"With Amazon, I did so many videos on it, so I don't want to make it too long, but you have Amazon Web Services. It's been re-accelerating like never before from 16% 17 20 23."

"You can buy a lot of companies like Amazon is in quantum and and even Microsoft where they have like a next generation quantum chip that could potentially be used in 2029 for a lot of quantum machines, and maybe that's another potential, uh, call option with the company."

"This is the chart going back to 1997 for Amazon. Amazon, obviously a phenomenal company, one of the great winners of the dot-com area era, but you can see shares were up 20, 30X between 1997 and 1998 before shares eventually peaked in late 1999."

"That's when you're going to find Amazon, Alphabet, Nvidia, Microsoft, all for much more reasonable valuations."

"Other stocks at the top of the index include Microsoft, Amazon, Google, Broadcom, Meta Platforms, Micron, and AMD, which together account for 52% of every dollar tracking it."

"But while Amazon and Microsoft only use their custom chips internally or sell access through cloud services, Google has begun selling their TPUs directly to other companies, including Anthropic."

"Amazon, Microsoft, Google."

"the biggest companies in the world, [270s] Amazon, Microsoft, Google, Meta, OpenAI, [274s] they're tired of paying enormous prices [276s] for Nvidia's chips."

"when a giant company like Amazon [121s] or Google wants to build its own special [123s] AI chip, instead of buying Nvidia's, [126s] they need to hire Marvel to design it."

"We have Amazon back under $240."

"I don't think they're smarter than whoever is working at Meta or Amazon or Google or Open or Entropic, etc., etc., etc., or Jensen, right?"

"You own businesses, Nvidia, Apple, Microsoft, Amazon, great businesses. The only problem is that you are paying the highest price in history for owning the market."

"I personally own Meta and [385s] Amazon. I do not own Microsoft right [387s] now. But I do understand why that stock [390s] is looking very cheap and also why [391s] investors are buying into it. So now let [394s] me show you a quick reason why I believe [396s] that Meta, Microsoft, and Amazon are [399s] looking compelling in the stock market [400s] today. So let's start off by taking a [402s] quick look at Meta, which is now selling [404s] for only $584."

"So, make sure you like the video if you [26s] like getting the truth out the hype cuz [27s] that's exactly what you're going to get [28s] today, guys, and remember, these are [30s] just the five stocks that as of today, [32s] just today, I want to hold forever. And [35s] whenever I think about that sort of [36s] thing, and I kind of think about the [38s] criteria for this video that I kind of [39s] had to use in order to do this, that [41s] means that those stocks are not going to [43s] be specu"

"Amazon, Amazon I would love to to see Amazon back at $200 per share."

"major companies like Nvidia, Microsoft, Oracle, Amazon, and AMD are actively pumping up their revenues using circular financing."

"Microsoft, Amazon, Oracle, and AMD are running the exact same cloud credit loops to pump their own ecosystems."

"Those companies Copart, Qualcomm, Nvidia, McDonald's, Quest Diagnostics, Netflix, UPS, Ferrari, Starbucks, Google, O'Reilly Auto, Lowe's, Sherwin-Williams, Home Depot, and Amazon. When we have a correction, these stocks will fall with the rest of the market and I'll give them a deeper look as the price falls and gets closer to intrinsic value and even further down. All right, guys. So, let's now analyze Amazon. Great company. Nobody would deny this is a phenomenal business."

"Amazon's down 3%"

"the index would have been forced to sell other companies like Amazon, Meta, and Invaria for them to include SpaceX, but that's not going to happen."

"The ones who panicked missed Amazon, Apple, and Google going from small names to some of the most valuable companies that have ever existed in the world."

"In June of last year, the company signed a 17-year agreement for $18 billion with Amazon Web Services."

"Oracle even locked in a master agreement for up to 2.8 8 gawatt and a signed a $2.6 billion agreement covering Amazon and another customer and Brookfield committed $5 billion to finance further Bloom deployments at AI sites."

"Nvidia, Apple, Microsoft, Amazon, the whole AI engine driving this market."

"The top holdings read like the all-star team of technology. Nvidia, Apple, Google, Microsoft, Amazon, Meta, Micron, Broadcom, AMD, and Tesla."

"integrated with or will be integrated with Door Dash, Etsy, Reddit, Yelp, and Outlook."

"Amazon does the same thing. If you buy my book on Amazon I get paid much later. You pay immediately."

"Clarman added 47% to his Amazon position. It is now his largest holding at 12.7% of his portfolio."

"And he added 20% more to his Amazon stake, which is now around 17% of everything that he owns."

"Amazon keeps coming up again and again. Acman added to it. Clarman made its large position."

"If you own AMD, Micron, Google, like a lot of these stocks I'm fortunate to own, right? At least when it comes to AMD and Google, Amazon, I mean, these stocks are having the time of their life."

"We want to talk Tesla. We want to talk Apple. We want to talk Microsoft. We want to talk Google. We want to talk Meta. We want to talk Amazon. We want to talk Nvidia. We want to talk AMD. I'll show you every stock."

"Broadcom makes custom chips for a lot of the we can call it a lot of the hyperscalers right uh think Google think Amazon other companies like that right"

"if we look at Amazon capex $200 billion for the year they did a over $42 billion multicurrency bond sale which is non-dilutive it's corporate debt."

"Oracle, and also Amazon are negative [415s] free cash flow over the past 12 months."

"Anyways, on to the first stock, and that would be Amazon. All right. Well, you guys know my thoughts on Amazon. It's one that uh really been on this list well over a year now, maybe two years, um in regards to just being a consistent buy."

"For example, it could be a company with a lot of warehouses is that could use some automation from robotics like Amazon is doing and it could double or triple their margins."

"It is not a very well- diversified business like Google, Amazon or Microsoft."

"Mark Zuckerberg was asked point blank if Meta is planning on building out a cloud to compete with Azure. um Google Cloud and AWS."

"And this stock is Amazon. Amazon is finally starting to play out, but I believe it's only getting started."

"And this is why Amazon is my largest position."

"Amazon"

"Amazon, Google was my winner from the last two years. Been absolutely phenomenal."

"Amazon, um, Microsoft and Apple are your your household name individual stocks"

"the large US hyperscalers like Microsoft, Amazon and Alphabet have become dominant buyers of this company's products."

"So Microsoft, Amazon, Google, etc."

"Meanwhile, Google, Amazon, and others are quietly building their own custom chips to reduce their dependence on Nvidia. Their bare case is not that Nvidia fails. is that the growth slows just enough to make a very expensive stock look overpriced."

"And I think that this [387s] is very bullish for Amazon because [390s] Amazon is starting their LEO program [392s] which is a direct competitor to Starlink [395s] and Starlink is clearly showing us that [397s] the margins are very high, the growth is [399s] very strong and now they are going to [401s] have a real competitor from Amazon Leo. [404s] So I think that Amazon's LEO business [406s] could be a cash generator for Amazon in [408s] the future as well."

"So I've put here [347s] Microsoft Google Amazon Meta DQs and the [350s] S SNP. What can you see right here? You [354s] can see that one, two, two names. One is [358s] Google, the other one here is Amazon."

"Google, Amazon, and Microsoft are all desperately trying to design their own custom silicon to break free from this dependency."

"Amazon generated over the last 12 months $742 billion. Microsoft generated $318 billion, Meta $214 billion, and Broadcom $68.2 billion over the past 12 months."

"Amazon, Meta, Microsoft, Shopify, Marcado, Libra, AMD, Broadcom."

"Next one here on the chart, we have Amazon. What to say about Amazon? 42% up over the last year, P ratio 30, 2.8 trillion market capitalization."

"Apple, Microsoft, Amazon, Nvidia, [142s] and Google alone make up 25%."

"Amazon up $5,300 here today."

"Uh but heck, even Amazon's getting better at it in regards to ads and everything else"

"This is something we've seen from Meta, we've seen from Amazon, we've seen from Microsoft, and even Intuit with 17% of the workforce."

"Companies like [325s] Amazon and Google went public very early [327s] in their growth cycle."

"And number three is Amazon. You guys know we've been beating the drum here on Amazon for the past few years because it was stupid cheap like uh uh Google was last year. Obviously, it hasn't had the same style run, but it has run up. You know, basically, I think my last buy on Amazon was like 199 or so, and here we are marching much closer to 300 than we were that mark. Um, so definitely moving in the right direction. Great business, great uh, you know, company all the way around. This is definit"

"They also dumped Amazon, which was not a good move."

"in this account there was Amazon, and there was a lot of things."

"What did all the companies do? Meta 3 to five, five and a half, Google 3 to six, Microsoft 3 to six, Amazon four to five, not that much."

"Well, huge addition here in [154s] Amazon"

"Amazon [215s] is now the number one of the portfolio,"

"Amazon number one here."

"and they did also add to Amazon."

"Amazon"

"Now, the second one is Amazon. Amazon has done really, really well year to date. This is an amazing company. It's my largest holding in my portfolio by far."

"The investors who bought Microsoft, Amazon, and Apple in '02 and '03 at the depths of the fear made extraordinary money."

"Apple the slowest of the bunch. 12% revenue growth expected for current year. Meta 27 12%. Amazon, amazing on over 16% expected revenue growth."

"Number two of these six stocks is Amazing Zone. Just a real easy one here. Everybody needs to own Amazon. Like that's the one stock I don't care if you're even into the stock market, right?"

"Amazon down, Google down ever so slightly, but Taiwan, Semi, Nvidia, uh Cerebrris, all of these are up a ton."

"Retailers Best Buy by Amazon and local pro consumers where SanDisk branded cards."

"I just went and checked uh it said that the the the rating by Morning Star was based off of what Western Digitals used to be. Morning Star actually just updated it. You're able to get that with fiscal.ai, which Brian, I think it's worth just mentioning right now. If you go to fiscal.ai, AI. They've got a 25% off sale happening right now and it ends on Thursday. So, uh, as you pull that up right there, uh, this is definitely worth checking out in the next 48 hours."

"Hyperscalers Amazon and Google that are building clusters. Original equipment manufacturers HP and Apple that put memory into laptops. Retailers Best Buy, Amazon, and local pro consumers where SanDisk branded cards."

"that we've already seen Google, Amazon partner with Broadcom to make their own chips."

"Even Amazon for a long period of time, Amazon did nothing. Amazon was stuck at $200 per share."

"The hyperscalers, Microsoft, Amazon, Google, Meta, and Oracle are spending over $700 billion on AI infrastructure this year."

"Now guys, our next company, [702s] Amazon, they're actually at all-time [704s] high."

"Companies like Meta, Amazon, and Google, they are spending insane amounts of money, billion, hundreds of billions of dollars on AI infrastructure, data center, chips, power, all of it."

"So, it's not like Amazon and that's it."

"Now, Mercado Libre you could say is like the Amazon early days Amazon you could say of Latin America in general."

"That's why I stuck with Amazon because Amazon maybe does not have as much upside as MELI."

"But, I believe Amazon as well is going to be a big winner in the next few years, okay? Look out 5 years and you tell me if you think Amazon's going to be bigger or smaller than what they are right now. And they they are accelerating their growth in some of their growth leaders, and they're getting into higher and higher profit margin businesses overall. So, I'm really, really excited for some of the new things that are coming with Amazon here in the next few years that I think are really going t"

"Amazon's 3%"

"And I think that this is [414s] extremely bullish for Amazon and shows [417s] that the business is truly firing on all [419s] cylinders."

"So, overall, I thought that [1212s] Amazon's earnings report was fantastic."

"So seeing Amazon grow their [146s] operating cash flow by 30% is exact [150s] well, it's exactly what I wanted to see."

"So, I think that [808s] there is a massive amount of value [811s] within Amazon because they have this [813s] massive chips business that's also [815s] scaling incredibly well, and they say [817s] that they have over $200 [820s] of backlog for their Tranium chips."

"So, in today's [16s] video, I want to share why I [18s] significantly increased my Amazon [20s] position after the first quarter [22s] earnings results. So, you can probably [24s] tell that I thought they were very [26s] bullish, and initially I did not think [29s] that Amazon stock deserved to sell off [31s] at all."

"So, Amazon is actually expecting [304s] the business to continue accelerating [306s] into the second quarter, which I don't [308s] think a lot of people are talking about, [310s] but I think it's very bullish, [311s] especially at Amazon's size."

"Now, if [1159s] Amazon can grow their operating cash [1161s] flow by 20% annually over the next 3 [1164s] years, which is still well below analyst [1166s] expectations, and see the multiple [1169s] continue to expand back up to historical [1171s] averages or closer to historical [1172s] averages of 22 due to the continued [1175s] accelerated growth of the underlying [1176s] business, then the stock could compound [1178s] by 22% annually over the next 3 years, [1182s] and their fair value would b"

"And Amazon was pretty good as well, but Alphabet really stood out to me as the big winner here."

"I can make an outside case for Amazon, but it doesn't tend to move that quick in regards to that. It tends to be more of a slow moving business."

"Microsoft, Google, and Amazon have the resources that I'd argue dwarf Tesla's if they decided to enter a high-margin industry."

"Now, the next chart that I want to show [550s] you is a chart that I made which shows [552s] Google, Amazon, and Meta's advertising [555s] revenue."

"Amazon, Microsoft, Google, and Meta Platforms are the companies that buy Nvidia's chips."

"This is not the same as looking at financials for Google or Amazon or even Tesla or any of those other companies out there."

"Amazon up $190,000."

"Okay, next one up here, Amazon. Amazing. Okay, so Amazon is an Agrade in income statement for Amazon here. very strong numbers."

"the second stock that I am actively buying in the market over the past week and this one is Amazon. And I know that this may, you know, face some backlash in the comments or whatever because I know that Amazon is trading four all-time highs right now, but I do believe that Amazon's stock is still offering value relative to the company's fundamentals and its future outlook."

"Now, why this is important for Amazon's business is because they have their Graviton CPU chip that goes into their AWS data centers. So, if there is also a CPU shortage going on, then I think that this could increase the demand for Amazon's Graviton chips and ultimately propel and excel their chips business forward."

"Amazon's"

"Amazon announced that it plans to invest up to another $25 billion into Anthropic as part of an AI infrastructure deal."

"Overall, I do think that there is a pretty compelling argument, surprisingly, that Amazon stock is looking undervalued in the market today, or at least selling below fair value. I also believe that Amazon is one of the clearest companies to benefit from all of the investments and growth of artificial intelligence. And it's surprising even more so because if you go take a look at the semiconductor industry or the electric industry or the infrastructure industry or sorry the utility industry, all "

"Amazon is reporting their earnings after the market closes tomorrow."

"Amazon 12.5%"

"and Amazon bringing up the rear, 1.1%."

"Amazon at 3.12,"

"Amazon, the e-commerce giant and home of AWS, the cloud infrastructure backbone for a massive portion of the internet."

"Amazon at 10%"

"and Amazon at 1.5%."

"Amazon zero."

"If you're holding Tesla or Amazon as part of a Mag 7 thesis, and assuming they're roughly interchangeable with Nvidia or Microsoft, the numbers say otherwise."

"Amazon scored zero. The margins, the capital efficiency, and the valuation picture all need to improve before this fight looks different."

"Amazon at 43.4%,"

"And Amazon CEO Andy Jassy [716s] actually said that one of the main [718s] concerns from their customers is simply [720s] the cost of artificial intelligence."

"And Amazon's getting close. It's getting real close at this point in time."

"And then there's the cloud infrastructure providers, Amazon, Microsoft and Google."

"That points them towards AWS, towards Azure, and towards Google Cloud. AWS reported $35.6 billion of revenue last quarter, up 24% year-over-year with $12.5 billion of operating income."

"Mythos was given to companies like AWS, Apple, Broadcom, Cisco, and CrowdStrike, Google, Microsoft, Nvidia, and Palo Alto Networks."

"As many of [18s] you know, I do own Amazon and Meta's [20s] stocks and these are stocks that I have [22s] been saying are looking cheap for [24s] months. And surprisingly, even though [25s] they just rallied over 20%, both of [27s] them, I do still think that they are [29s] selling below fair value."

"And I can see the real value in a service like [922s] Amazon. And over the long term, I think [924s] that this service is going to save [926s] people's lives and overall just improve [928s] the safety of traveling and being out in [931s] the mountains and whatnot. And that's [933s] partly the reason why I'm so bullish on [934s] Amazon Leo over the longer term"

"And I know that Amazon stock is [1034s] up over 20% over the past couple of [1036s] weeks and it's right back to all-time [1037s] highs. But you have to also understand [1039s] that Amazon's stock has been kind of [1042s] underappreciated over the past few years [1045s] because the fundamentals of this [1046s] business have been growing incredibly [1048s] well, but the share price hasn't really [1050s] been doing all that much. So, I think [1052s] the stock was underappreciated and now [1054s] t"

"The hyperscalers, Microsoft, Google, and Amazon, form the platform layer of Anthropic's Project Glass Wing."

"So with that [23s] being said, let's just hop right into [25s] the video and let's start off by [26s] discussing Amazon's recent stock price [28s] surge because it's up roughly 20% from [31s] the lows that it set in just over the [33s] past couple of weeks."

"So, I do actually believe that [1085s] Amazon stock is still undervalued in the [1087s] market, and I'm even considering picking [1090s] up some more shares after reading the [1091s] shareholder letter because I think that [1093s] it is extremely bullish."

"Their custom accelerator chips are built specifically for hyperscalers like Amazon, Google, and Microsoft to run their own AI workloads."

"And Google thinks that they could grow 48% year over year, faster than Amazon or Microsoft."

"Amazon, Google, Microsoft, and Oracle have all lined up to deploy it in the second half of this year."

"991s] of custom ARM-based chips from Apple and [995s] Amazon."

"Companies like Amazon and Google went public very early in their growth cycle, but today they're waiting an average of 10 years or longer to go public. That means investors like us can miss out on most of the returns from the next Amazon"

"custom ASICs for Broadcom, Marvell, Google, Amazon, and Microsoft."

"And this is exactly why Microsoft, Google, and Amazon, they're all signing nuclear power purchase agreements for their data centers right now."