AMZN

"خططت "أمازون" لنشر أكثر من مليون رقاقة ذكاء اصطناعي. ثم تجاوز الطلب ذلك بكثير ، فطلبت مليوني رقاقة إضافية."

"Most of the company is coming from Amazon, Google, Microsoft and Nvidia investing in these companies and SoftBank."

"You're talking about Google, Meta, Amazon, Microsoft, and let's throw Oracle in for good measure."

"Microsoft Amazon Google 3 four years ago and way prior to that these companies were incredibly profitable but even more importantly they just threw off cash like crazy."

"This is what Uber did initially. This is what Amazon did. This is what Mercado Liber is doing and and over there."

"كل ما تشتريه من أمازون يتم شحنه باستخدام النفط"

"Amazon, the amazing on up $3,800."

"And finally, let's talk about a company that's investing heavily in artificial intelligence while its business continues to decline...I think that puts Amazon in a pretty tough position. Again, another company where might just want to take profits because the future looks a little bit more murky for Amazon than it has in the past."

"like you look at Meta and Google and Amazon and Microsoft and all these companies these companies are basically spending every dollar that comes in right on Nvidia chips right out the other side, right?"

"So you can basically say Meta and Google and Amazon and Microsoft and OpenAI and Anthropic and these companies uh they're basically paying for the share buyback for Nvidia to do essentially right so it all ends up in a big share buyback, right?"

"ربما واحدة من أشهر الشركات في القائمة، أمازون، لم يتبق لديها سوى 10 أشهر من السيولة النقدية."

"এবং অ্যামাজনের হয়ে সেখানে ছিলেন জেফ বেজোস, যিনি এআই খাতে সবচেয়ে বেশি বিনিয়োগকারী।"

"لن تحظى علي بابا بنفس الاحترام والتفوق على أمازون مهما كانت الأرقام."

"অ্যামাজনের ক্ষেত্রে, এটি সাপোর্ট এরিয়ার ঠিক উপরে বা নিচে আছে, তবে ধরে নিই এটি সাপোর্ট এরিয়াতেই আছে।"

"The first one is Amazon. Amazon, if I had to rank it right now, I would put it at a buy, potentially a strong buy. It's my largest position in my portfolio."

"meta could potentially disrupt the Amazon ads business where instead of people going on Amazon, they go on news and the agent finds them the cheapest product."

"Same thing with Amazon, and same thing for Meta."

"أمازون"

"أكبر أربعة مستثمرين هم مايكروسوفت، وجوجل، وأمازون، وميتا بلاتفورمز."

"و أمازون 496 مليار دولار."

"صرحت كل من مايكروسوفت وأمازون بأن الطلب لا يزال يتجاوز العرض المتاح"

"including Microsoft, Amazon, Google, and Meta"

"কোনো না কোনো দৈত্যাকার প্রতিষ্ঠানের সাথে যুক্ত হয়ে গিয়েছিল, সেটা এনভিডিয়া (Nvidia), মাইক্রোসফট (Microsoft), কোর উইভ (Core Weave), গুগল (Google), বা অ্যামাজন (Amazon) যেই হোক না কেন।"

"And right now they have a custom chip silicone chip with Amazon. This is a 10-year contract about $6 billion a year for Qualcomm"

"We then had this unfortunate news around Amazon. And Amazon says it has cut off Meta's new Muse personal AI agent from shopping on Amazon.com"

"Amazon is in my opinion still one of the best companies out there to own now and in the future."

"Meta or maybe small dips in Amazon, definitely small dips in Nvidia. Remember, there always going to be more and more opportunities. And again, like I've said, these names, if you are willing to hold them for the foreseeable future, they're all trading at quite attractive prices."

"Now, we did also get some news with regards to Amazon, Amazon and Meta Muse."

"Over the weekend, Amazon banned Meta's Muse from scraping its app and doing shopping on Amazon. Amazon's actually been the most hostile to Agentic Commerce. Why is that?"

"Amazon, you can go right here to their company statistics page, look at the stock chart, all the information you need to know about the company."

"If Amazon goes from being in a power position because they are the aggregator of demand to being more of a commodity supplier and now maybe it's better to build your shop on with Shopify and use the agentic tools that they have. Actually lean into the fact that Muse is maybe doing a lot of shopping or other agents are doing a lot of shopping. You don't have to pay that Amazon tax."

"That is a money losing proposition for Amazon. This is why Amazon has blocked Muse from going onto the site and shopping agentically. This is a fundamental problem for Amazon and the reason is Amazon is being disintermediated."

"Amazon is facing the biggest threat in 30 years to the company's dominant position in e-commerce."

"A handful of years ago, I actually helped to build out a machine learning pricing model at Amazon."

"Amazon, Google, and Microsoft are all on track to spend about as much building data centers in 2026 as their entire cloud businesses bring in. Google Cloud, Microsoft, and Amazon together, they have nearly 1.7 trillion of work that customers have already signed up for."

"Meta, Google and Amazon under 100"

"Amazon can keep investing in data centers, they can keep up the CapEx, which is bullish for Nvidia, which is bullish for Nebius, which is bullish for Oracle"

"Another name here that is again forming a solid base around the support area which is Amazon $253 per share. The theme for me has been over the past couple of weeks big names are definitely the go-to for the future if you feel uncertain about this whole AI wave because these businesses have of course their core business. They're investing a lot in AI, but it does support in this case, in Amazon's case, the cloud business AWS and then some. I think Amazon is one of the biggest winners out there a"

"If you look at some of the most successful companies today like Tesla, Amazon, Meta and Google, this is exactly the strategy that these companies pursued in the early 2000s."

"And I have a perfect example with Amazon to show you. From 2018 till late 2022, Amazon's share price was down 6%. I remember so many investors were posting on social media at this point saying Amazon was a terrible stock to own because its share price fell recently and it had produced almost no return for the past 5 years."

"the hyperscalers, Amazon, Microsoft, Google, and Meta platforms are on track to spend well over a trillion dollars on AI infrastructure"

"And this stock is Amazon. Amazon is down 6% on the months. It's down 13% from its all-time high."

"And that one is Amazon. And you guys know my thoughts here on Amazon. Uh we've been buying it for since it was back in the 80s. And it just seems like it got started finally looked like it was going to go on its Google style run and then they got hit with this big lawsuit from the government. And you know, I made my intentions clear on that. I'm not worried about it at all. I hope and I think that it will get beaten down as uh more and more details of this lawsuit drag out. And you know, Wall St"

"A Meta, a Google, a Microsoft, an Amazon, even an Nvidia, these types of names. If they get even cheaper than where they are right now, yeah, I think that's that's a gift from the market."

"Amazon 200 or even close to where we're at right now, easy."

"This is much wider range than a typical company like Google or Amazon or Microsoft where we can understand where their revenue is going to look like for the next 10 years."

"Anthropic has reportedly committed to over a hundred billion dollars with Amazon's cloud, 30 billion with Microsoft, up to 1.25 billion a month with SpaceX, tens of billions with AMD, and it's arranging a $10 billion plus loan on top of all that."

"Amazon a couple years ago."

"Now, if we have a look at CapEx for Google, Microsoft, Amazon, SpaceX, Meta, Oracle, Nebius, and CoreWeave, we look at the number here for 2026."

"Amazon, great company. AWS growth is accelerating. It's it's a cleaner story than Meta."

"companies like Alphabet, Marcato, Libre, and Amazon. These are some of my top personal holdings"

"Now, one name that has been doing a little bit better over the last couple of weeks and months, and that's Amazon. Although Amazon did give back some of its gains from the after earnings jump, still in around the same area as a week or two before. Now, I know Amazon might not be the name where you're going to make 300% on 200% or even 100% because the company is already quite big, but it still is, in my opinion, one of those names where you just buy and hold forever and you should be fine. And y"

"This isn't a small-cap stock, that's not a small cap, right? It's a mega-cap stock and we got 20% already in it and I think we can all agree, even if you don't like Meta, you don't like Zuck, all that sort of stuff, it's really, really hard to disagree that it's just now getting started, it's still undervalued, and it has a long run ahead of it now that all the legal mess is cleared up and everything else"

"Amazon's core businesses are amazing. They've built out some of these core businesses for decades now. You can't just come in and overnight all of a sudden be the challenger to a business that is so large like Amazon is."

"بالإضافة إلى أمازون"

"وأمازون"

"Companies like Amazon and Google went public very early in their growth cycle."

"ARM even collects royalties on the cores inside the custom chips of Amazon, Google, and Microsoft."

"Amazon might not be that expensive."

"Like my biggest position is Amazon because Amazon cloud or Amazon Web Services has the least exposure for their cloud business to LLMs and others."

"So now let's move on to Amazon because Amazon has surprisingly been getting hit in the market on the Muse announcements and people are getting more bearish on Amazon after Muse."

"حتى لو نظرنا إلى أمازون، والتي أعتقد أيضاً أنها لا تزال شركة هائلة."

"أما أمازون، فهذا هو الأمر الأكثر جنوناً. بالطبع ، أمازون شركة ضخمة ولديها عدد هائل من الموظفين، ولكن لفترة طويلة، من 2017 وصولاً إلى 2021 و 2022، كانت الإيرادات لكل موظف في انخفاض. فقط بعد ذلك بدأنا نرى هذا المؤشر يبدأ في الارتفاع."

"وبالمناسبة، بيع خيارات البيع، سواء كان لشركة جوجل أو ميتا أو أمازون، إذا نظرت إلى الأسعار الحالية، وربما سأعرض بعض اللقطات على الشاشة لشهر سبتمبر أو ديسمبر 2027، فستحصل على مبلغ جيد من المال."

"لدي بعض الأخبار عن نيبوس، بالانتير، ميتا، جوجل ، أمازون، وأشياء أخرى كثيرة، سمّها ما شئت."

"In fact, Vistra has recently signed 20-year power purchase agreements with both Meta and Amazon."

"And on top of that, their biggest potential customers, Google, Amazon, and Meta, they're building their own chips inhouse."

"Once Microsoft, Meta, Google, and Amazon finish building out their AI data centers, they shift from building mode to maintenance mode."

"كلاهما تعملان خارج المنصات الكبرى المغلقة: جوجل، ميتا، أمازون بدرجات متفاوتة"

"Giants like Amazon and Google are muscling into its turf with their own powerful ad tools."

"moving on to Amazon Amazon sits again quite close to that support area. $258 was the close on Friday. So, you want to build a bigger position in Amazon or you want to open one, it's definitely a good area to do so"

"So, in 2026, companies like Amazon"

"أو ربما "زوكس" و "أمازون" بينما تحاولان توسيع نطاق أعمالهما."

"و "أمازون""

"تخافوا من أن تفقد "مارفيل" شركة " أمازون" كعميل محتمل"

"أمازون بالفعل شريحتها الخاصة التي تسمى ترينيوم"

"تقول أمازون بالفعل إن شريحتها ترينيوم"

"انظروا حتى إلى أمازون. اكتسحت أمازون شبكة الإنترنت، ومع ذلك انخفض سهمها بنسبة 96%على الرغم من أن جميع أرقامها كانت تواصل التحسن"

"وأيضاً أمازون، أليس كذلك؟ بالمناسبة، أمازون تقع ضمن قطاع الاستهلاك التقديري."

"أكبر تسع شركات سحابية في العالم، بما في ذلك أمازون، ومايكروسوفت، وجوجل، وميتا، وأوراكل، والعديد من الشركات الصينية الكبرى"

"Keep in mind there's other companies that sell chips as well like Google and Amazon that are also on that list."

"In today's video, we are going to be discussing the new FTC lawsuit that was launched against Amazon, specifically with their advertising platform because the FTC is seeking damages up to $20 billion."

"So now let's dive into the video and let's get started with the FTC lawsuit against Amazon, what they're suing Amazon for, really what they're saying Amazon did wrong, and then Amazon's rebuttal that they put out on their website as well."

"Here you can see all of the holdings within QMVP, with the top ones being Microsoft, Apple, Amazon, Broadcom, Nvidia, Google, and Meta."

"I track Google's advertising revenue, Meta, and Amazon to see the trends, how quickly they're all growing, which business is adding the most advertising revenue."

"So for myself, any weakness that Amazon stock sees is ultimately a long-term buying opportunity. And as I said, I have been buying a lot more Amazon shares in the market, especially as this lawsuit has caused the stock to sell off a little bit more."

"So my first point here is that the fines and the settlements are not the real danger to Amazon. Amazon can easily absorb tens of billions of dollars in fines."

"We don't know who those companies are, but they are rumored to be Amazon in the United States and ByteDance in China."

"That's what Netflix did. That's what Amazon did. That's how you get to be a trillion dollar company."

"We've had some more legal issues with regards to an Amazon, an investment from Google"

"It never owned Amazon."

"Look at a company like Amazon. The stock has underperformed the S&P for the last four or five years."

"We all know the hypers scale companies Microsoft, Amazon, Google and Meta Platforms."

"My buy orders for Amazon"

"Amazon also support area right now sits right under the price that we're at, $265. So, that's completely fine. Yes, it's down around 6% or so since the highs after the earnings report, but that's okay."

"Amazon was up a lot"

"They do supply to Google, but it's not their only supplier. They supply so many different companies, even including Amazon and a few others."

"Now, the other one is Amazon. This one is a little bit hard for me. I mean, if I could put it in the middle, I I would put it in the middle. For me personally, it's not a buy, but I think in general like in terms of valuations, I would I would really put it in the buy category."

"When the US government or a company like Apple or Amazon needs money, it says, "Lend me money today and I will pay you interest and then pay you back in full later.""

"Companies like Amazon and Google have borrowed around $220 billion this year, up from just 12 billion the year before."

"amazing on Amazon. Uh $412,000 position. This one's up $193,000 so far. Amazon, what do I tell you guys? It's always a buy. Amazon was a buy last year. It's a buy this year. It's a buy next year. It was a buy 10 years ago. It was a buy five years ago. It was buy 15 years ago. It was a buy 20 years ago. Always a buy. There certain time periods. It's a better buy, but it's always a buy and it's going to remain like that for at least into the 2030s."

"If I compare it to an Amazon Prime, you have a huge catalog there, but Amazon's Prime UI is is really not that great."

"التي تتدفق إلى كبرى شركات الحوسبة السحابية، مثل مايكروسوفت وأمازون وجوجل."

"Now, what else did they tell us? Well, we have an AWS expansion. So they will deploy 2 million additional GPUs plus Vera CPUs from this quarter through Q2 fiscal year 2029"

"I'm waiting for that recession, for that ugliness, for that bad investment, something that goes wrong that say, "Oh, this was a mistake." But the underlying business staying healthy and that is the downside and that is all you need one year in the next 10 years to add a great business like Amazon to your portfolio."

"Microsoft, Google, Amazon, and Meta are on track to spend a combined $700 billion or more on capex in 2026. And every single one of them has said the exact same thing. The risk of underinvesting in AI is bigger than the risk of overinvesting."

"Amazon"

"Amazon under 200"

"Google, Amazon, Palantir, SoFi, and many other stocks."

"And that is the reason why I am not buying Google or Microsoft and instead I am buying Amazon and Meta."

"Now if we go and have a look at capex for Google, Meta, Microsoft, Amazon, SpaceX, Cororeeve, Nebus, Oracle."

"now I'm not going to talk about Meta or Google or Amazon or Microsoft where the core business is already a very very good one I'm talking about those that do sell intelligence right and open AI Okay, an Antropic, maybe even Meta because Meta doesn't have right now a cloud business, but it does have a very very profitable core business."

"সেথ ক্লারম্যানের অ্যামাজনে বিনিয়োগ বাড়ানো। বাউপোস্ট তাদের অ্যামাজন স্টেকে ২০%যোগ করেছে, যা এখন তাদের পোর্টফোলিওতে ১৬%দখল করে সবার উপরে রয়েছে।"

"The bulls say this is the hidden story inside Amazon that most investors are completely missing."

"The bears say that this is an early warning sign. If margins keep compressing while debt keeps rising, the earnings growth story changes and so does the valuation."

"In late July, Amazon dropped from around 250 to about 225. That's a drop of 10%."

"The bulls say that the cloud business alone is worth a massive chunk of Amazon's market cap. Guys, can you imagine a world in which someday Amazon would split off AWS and their retail business into just two separate businesses?"

"The bulls say the market still thinks of Amazon as a low margin retailer, but the numbers say otherwise."

"The bears say that this is the real risk behind the AI story. What if demand slows down? Amazon would be stuck holding hundreds of billions in expensive depreciating data centers and hardware that it can't properly fill."

"So, let's pull up Amazon in our software, which I love to use on a daily basis. So, guys, when people talk about a price of a company, they go to the stock price. I go to the market cap, which is the price of the stock multiplied by the number of shares outstanding. It is 2.85 trillion."

"If you own Amazon, some of the smartest investors on the planet are loading up on this stock while the insiders who run the company are cashing out billions. The stock just hit an all-time high, pulled back, and now it's sitting in what investors are calling no man's land."

"The bears say if the government forces Amazon to lower those fees, it would decimate the high margin retail profits that help fund everything else."

"أمازون ستكون شركة مثيرة جداً للاهتمام لامتلاكها إذا استطعنا شراءها بالسعر المناسب... هي مقيمة بأعلى من قيمتها الحقيقية قليلاً في الوقت الحالي. أود أن أرى تراجعاً بسيطاً في سعرها قبل أن أفكر في الدخول وشرائها."

"هذا هو أسرع أعمالهم نمواً على الإطلاق. سنعود إلى هذا الجزء بعد قليل. الاستنتاج الكبير هنا هو أن ما يقرب من ثلثي إيرادات أمازون لا يزال مرتبطاً بشكل مباشر بالتجارة."

"With regards to Amazon here consolidation happening after the big runup after the earnings report back closer to 260."

"the four largest hyperscalers, Amazon, Microsoft, Google, and Meta, are deploying a staggering $725 billion in combined capital expenditure."

"When Amazon, Microsoft, and Google lock in multi-year contracts because they literally cannot secure enough supply, the risk profile of these memory stocks completely transforms."

"Microsoft, Google, Amazon, Meta, the four richest companies in the history of companies. All of them are running out of it."

"Well, it goes to hyperscalers, Microsoft, Google, Amazon, Meta, the companies building AI data centers."

"I can say the same thing with an Amazon. Sometimes yes I have a portfolio where there are certain names that are much much smaller than a Google like a Nebus like a Sofi etc etc but it it for me it makes me feel super comfortable having big names like a Google like a Meta even a Micron is worth a trillion dollars right some of these big names where I know I know they'll be super profitable in the future they'll continue to grow I don't really lose that much sleep owning them"

"Like like you have to give them some credit that they maybe they kind of know what they're doing, you could say. And I think this is a a misunderstanding with the market. Now, the last one is mainly the lawsuit risk, which I can't talk about a lot on YouTube. I I learned this lessons the hard way. I'm not going to go in details, but this is a pretty serious one and over 29 states, and it could cause them 1.4 trillion."

"Another bet of course he bought a little bit cheaper Amazon if you look at the numbers it looks great it grows AWS huge growth there revenue growth 20% 30% everything looks great compounding at 20% tailwinds from AI if we go to Amazon intrinsic value here we have it let's see here I see I made a mistake a little bit if we go to growth rates 15 10% discount rate terminal multiple then we are just a little bit below the intrinsic value if we grow at 20% and 10 15% and then have a higher P ratio th"

"Massive tech companies like Amazon, Google, McDougall, Meta are borrowing heavily to build data centers and finance artificial intelligence infrastructure."

"What about my lovely amazing on Amazon stock, right? Look at free cash flow that was piling up. Their free cash flow was exploding at Amazon, right? And now it's gone into the negatives and it's going to get a lot worse before it gets better."

"But Amazon and Google both went free cash flow negative and raised capital to spend even more."

"Hyperscalers like Google, Amazon, Microsoft, and Meta Platforms report their capex budgets every quarter"

"Amazon sold $37 billion worth of bonds in quarter 1."

"Amazon's free cash flow went from $18 billion to negative7.6 billion over the last 12 months. But just a few weeks ago, Amazon increased their capex budget for 2026 from $200 billion to $220 billion due to the price of memory chips."

"It looks like Bill is always in the search for the next Amazon. Of course, we all are Uber might be the next Amazon of logistics, delivery, and of course, the basis, the drive."

"Then look at enterprise titans like Microsoft and Amazon, which turn massive cloud growth into 30% plus pure cash flow margins."

"made Amazon his single largest holding at about 16.5% of his disclosed portfolio."

"Bridgewwater, the giant firm that Ray Dalio founded, went the opposite direction and cut their Amazon position by 54%."

"He did add 55% to Amazon, 22% to Uber, 7% to Google."

"then we have TSM, Core Weave, Arm, Amazon, Uber, Snow, Microsoft"

"Of course, he owns Amazon. You have the cloud growth and everything else."

"As for Amazon, we have 11 buyers and 19 sellers."

"then we have Amazon and uh Triple H, which is Howard Hughes."

"By far, the largest position, that's Amazon at 16.4% of the portfolio."

"Amazon was cut by around 25%"

"Eight stocks, number one, Amazon, 28.2%."

"Number one here is Amazon. He did add to that. Amazon is close to 16% or was close to 16% of the portfolio."

"Amazon is the number two position but that got trimmed by 10%."

"then Amazon 9.1 Google 8%"

"Amazon. Amazon, of course, after the earnings, although it did come down a little bit, but still still above a support area which is around $245. We're sitting here at $262. So, we are above that. Might be also a place where the stock wants to see, okay, are we getting a quick rebound or are we going to go back to the support area which is around $250, but Amazon, as you know, one of the best companies on the planet. Again, going back to the most, I guess, no-brainer name right now, extremely un"

"I absolutely love it. So, for me, I'm bullish on Amazon all the way around."

"جوجل وأمازون ومايكروسوفت وأوراكل لديها أعمال حقيقية هنا."

"مايكروسوفت أو أمازون أو أوراكل"

"لديك جوجل ومايكروسوفت وأمازون وأوراكل"

"Anthropic تنفق مبالغ ضخمة على الحوسبة مع أمازون وجوجل"

"Amazon, Google, Microsoft, and Meta are each planning to spend well over a hundred billion dollars in a single year."

"In fact, one of the most successful ones, Amazon.com, fell 96% from its high in 2000 to the low in 2002."

"the bare case is its very biggest customers are attacking the moat Amazon Google Microsoft Meta they are all designing their own chips to depend far less on Nvidia and rivals like AMD are now attacking with entire systems, not just single chips."

"Well, what if their biggest customers, Amazon, Google, and Microsoft keep quietly designing their own chips instead of buying chips?"

"Amazon is growing the most consistently. Google and Meta both saw their advertising revenues dip in 2022 and Amazon grew consistently right through it. So, it seems like Amazon has the most durable advertising business."

"Amazon's median price to operating cash flow since 2021 has been about 14.6 and it's currently selling below that at 13.7. So, Amazon is below its historical average and median prices."

"So, if Amazon can simply continue to grow its operating cash flows by 20% annually and get back to a 20 price to operating cash flow, then the stock could produce stellar returns over the next 3 years."

"Amazon's operating margin is at an all-time high of 12.08%."

"If you have been watching my channel for some time, then you probably already know that I own Amazon and Meta, which is kind of a giveaway as to which ones I think are looking the most attractive in the market today."

"Amazon's operating cash flow margin is actually at an all-time high of 20.81%."

"AWS is also seeing strong acceleration with 37% year-over-year revenue growth in the most recent quarter, and it's also catching up to Microsoft Azure's growth rates despite it being the much larger cloud business."

"since 2019 Amazon has grown its operating cash flow the most at nearly 350%."

"And the winner for net revenue added is actually Amazon. ... But AWS is actually still adding the most incremental revenue on a quarterly basis."

"Amazon's business and revenue streams are even more diverse than Google. And this is another reason why I believe that Amazon's underlying business is less risky than Google too. It is a very diversified business and a lot of these business segments are extremely profitable, growing very well and also accelerating."

"Amazon AMZN. This one I absolutely love between the e-commerce side, AWS side, which is accelerating rapidly right now in regards to growth rates, and then they got their ads business and they got a bunch of other businesses, but those three are the cores, right? And so this one's definitely an honorable mention."

"Amazon"

"As for Amazon, AWS revenue growth accelerated from around 20 to over 30% on AI demand, while retail unit volumes grew 15%, the fastest pace since 2021. Long-term over 20% earnings growth is expected."

"I own Amazon"

"He's looking at yes, the Amazon"

"I think Amazon Prime Video will be doing some things in the future and other competitors will be doing things in the future."

"And just based off everything that I continue to see in earnings and fundamentals, you know, from Amazon, Meta, Microsoft, Google, with their cloud businesses exploding with all of the private equity firms earnings also accelerating with the chips business is accelerating."

"the first stock is Amazon. And yes, it had a big popup after earnings. Welldeserved popup. It is still cheap."

"Think about all the companies that have won huge over the past two decades. Netflix, Amazon. They were acquiring customers and sacrificing that short-term profitability for long-term, a bigger opportunity. That's exactly what Hims & Hers is doing and the opportunity is enormous in healthcare."

"These things happen across the board with the best of the best companies out there. Amazon, Apple, Nvidia, Meta, Google, you name it."

"why I'm not buying Google, Microsoft, Amazon."

"This is nothing new, and Amazon, Google, Netflix, Microsoft, and Meta have all gone through this."

"Now, some of the richest, most powerful companies on Earth, Microsoft, Amazon, Google, Oracle, plus the AI makers like OpenAI are all circling the same prize."

"I'll tell you this, if you're short on cash, I would go with the bigger names. I would do the Google, the Amazon, Microsoft, because they're actually the bigger players."

"I would rather invest in Amazon or invest in something else."

"Amazon is invested in logistics, that's a concern for me that this battle will go on longer than what people believe."

"But Zuks for example is owned by Amazon"

"If you invested in Amazon in the peak of the dot-com bubble, you would have made 50 times your money."

"Everybody's always talking about MATA, Amazon, you know, Tesla doesn't get talked about as much nowadays."

"If you think about the United States, you want to order something online, 90% plus chance you think of Amazon."

"So, I'm just sticking with Amazon as my e-commerce exposure or whatever you want to call it."

"as when Amazon started out and they lowered margins to kill competition and they were dominating for many decades."

"is Amazon going to always be there? Is they going to be investing?"

"You have Amazon again which is I what I own"

"I'm mainly sticking with Amazon"

"Amazon is the stock that I spent the most money on this year and we actually made 10 buys just this year alone in Amazon and have been loading the boat for over three years now. Anytime it dips under $200, which it did again this year, we are absolutely buying a ton of shares. Now, to be clear, I still think it is a great company. It still has more legs to run and I still think it's a buy overall given the valuation and everything else."

"We don't know who the customers are, but the rumors are that it's Amazon from the United States and ByteDance, the owner of TikTok and other companies in China."

"companies like Meta, Amazon and probably Oracle will do extremely well."

"Amazon has to be a core position in everybody's portfolio. It's a core position in all my portfolios."

"Amazon continues to go up. I believe it reached new all-time highs, up 4.7%."

"Great situation for Amazon, Google, Microsoft on the other hand"

"Very interesting. Amazon huge growth, huge spending. Again, same principle there."

"across all major cloud providers, Amazon, Microsoft, Google, and Oracle."

"this 800 billion in contractual purchase commitments for Alphabet, Meta, Microsoft, Amazon a little bit less Oracle also there but not yet commenced."

"One that did break out completely is, of course, Amazon after an excellent earnings report, a good good call as well for once. Very good earnings call, and so it blew past resistance and now we're $271 per share."

"I don't understand what's the point. You've made millions already. Why do you need to risk I don't think he risked it all, but why do you need to risk a huge part purely on on a bet here? It's a pure gamble with Amazon one. Right, weekly options earnings report it doesn't really matter how much hours of research you did."

"which is actually my largest position in my portfolio, is Amazon. And Amazon is finally starting to play out as well. The stock is up almost 20% year-to-date. The quarter was amazing for Amazon."

"Now, as for Amazon, as you can see right here, $267 per share right now. I do put 50% chance on a base case, which then would represent around 4.3% upside."

"نمو في الدخل التشغيلي بنسبة 350%. هذا الملف المالي فريد من نوعه حقاً. قد تكون شركة استثنائية لا مثيل لها. إذن، إنفيديا رخيصة، على الرغم من أنها ربما تكون واحدة من أفضل الشركات في العالم. بالانتير مسعرة للكمال، لكنها قد تكون الأقرب لتحقيق ذلك. الآن، هناك خطر واحد حقيقي بالفعل."

"أمازون انخفضت 1%"

"سألني بعض الناس :" لكن يا آدم، كما تعلم ، أمازون وميتا وجوجل ومايكروسوفت وما إلى ذلك، إنها تحصل على الكثير من الديون."

"أمازون مسعرة بعدالة، ومقومة بأعلى من قيمتها قليلاً"

"أمازون"

"The idea that somehow dilution is bad for SoFi but it was not bad for Apple back in the day which they diluted multiple times Tesla back in the day they've diluted multiple times or Google or Amazon or any other meggaap company out there somehow dilution was bad for you despite hundred hundreds of thousands of percent gains in some of those stocks since the delution is simply just not true."

"rumors it's Amazon Web Services. And it's also ByteDance from uh China."

"Now, of course, later today, we do have Amazon. We have Apple."

"Amazon, Amazon reports later today, Amazon is up 4 and a.5% or so"

"Nvidia, Google, Apple, Microsoft, Amazon, so on are basically the whole market."

"And if you want to see more of my earnings analysis videos, like my Microsoft and Amazon ones that will be coming out this week, then again, please make sure to subscribe to my channel."

"but I did invest in Amazon in 2023 and I've been averaging up on the stock."

"I missed the Netflix revolution a long time ago. I I caught Google, caught Amazon, caught Apple, but Netflix was one I just didn't understand streaming."

"You know, robo taxi, you know, obviously Amazon's involved, Google's involved"

"Now, tomorrow, Wednesday and Thursday, we have of course Meta, Microsoft, Apple, Amazon. They will report their quarterly figures."

"They're launching an integrated consumer lending partnership with Amazon in Germany and Austria."

"Yes, free cash flow is going to be negative just like with Google, just like with Amazon."

"As for Amazon here as well, reports Thursday. Currently, it's under the weekly 50 simply moving average of $232 or so."

"and Amazon is basically flat."

"It's Amazon."

"Amazon's going to do the same, Microsoft's going to do even the same."

"أمازون، مايكروسوفت، أياً كان من هم."

"চলুন তিনজন জমির মালিক অর্থাৎ অ্যামাজন, মাইক্রোসফট এবং গুগল নিয়ে কথা বলি, যারা পুরো এআই শিল্পের ওপর নিয়ন্ত্রণ ধরে রেখেছে।"

"The first stock is Amazon because she does 90% of your shopping there. And the best place to start is with a company that you already know and love."

"Looking at Amazon here as well, we'll start with capex for this year."

"It's also an Apple, Amazon, Roblox, Reddit, Mastercard, you name it, it's all going to be affected by macro."

"Neither Microsoft nor Amazon do that [878s] today."

"But Microsoft still uses OpenAI's [502s] models for their heaviest workloads, and [505s] Amazon uses Anthropics."

"Google Cloud [1018s] is growing faster than Microsoft Azure [1021s] and Amazon Web Services put together."

"You could say, okay, maybe an Amazon, right?"

"For example, I own Amazon and Marcato Libre stocks in my portfolio. And if you go take a look at the 5-year returns of these two stocks in specific, they're not that good. I think Amazon is up something like 40% over the past 5 years."

"And I will be doing Meta, Microsoft, and Amazon for sure next week."

"And I believe could cause the market to give Google and Amazon and Meta and all of them a massive re-rating in their multiples."

"But my last example is going to be Amazon. And it's an amazing example because Amazon has been growing cash from operations like crazy, from 85 billion to 150 billion."

"with free cash flow we've seen that before with even with an Amazon we've seen that with a meta with the flip of the switch free cash flow flips to positive"

"We've seen the last quarter Amazon great numbers."

"Amazon,"

"Amazon once fell more than 95% and still went on to become one of the greatest stocks of all time based on returns."

"And they're building out AI powered search that could turn Airbnb into something closer to an Amazon for travel services,"

"What this means for Amazon [448s] stock, Meta Stock, stocks like that."

"it probably means when I say probably [800s] like a 90% probability, Meta, Amazon, [803s] Microsoft are going to have to do the [804s] same. They're going to have to up their [806s] capex outlooks."

"What does this mean for other [89s] hyperscaler stocks like Amazon, like [92s] Meta, and those sorts of companies?"

"And so, you know, what does [1082s] this mean for Amazon stock, Meta Stock? [1084s] I think they're going to all be in kind [1086s] of the same boat."

"এই মুহূর্তে মেটা, গুগল, মাইক্রোসফট, এনভিডিয়া, অ্যামাজন, অ্যাপল—এই কোম্পানিগুলো সবাই খুব ভালো প্রবৃদ্ধি করছে।"

"মেটা ও মাইক্রোসফট ২৩, গুগল ২৭, অ্যামাজন ২৯, এনভিডিয়া ৩১, অ্যাপল ৩৮ এবং টেসলার পিই রেশিও অবাস্তব ৩৭১।"

"ম্যাগনিফিসেন্ট ৭, অ্যাপল, অ্যামাজন, মেটা, গুগল, এনভিডিয়া, মাইক্রোসফট, টেসলা।"

"স্বাভাবিকভাবেই , এখানে অ্যামাজন (Amazon) নিয়ে কথা বলতেই হবে। এডব্লিউএস (AWS) হলো এআই-এর টোলবুট। তারা সবচেয়ে বড় ক্লাউড উৎপাদক"

"Disney, Apple, Amazon, they are all spending billions on their own streaming platforms."

"Even a Google, even an Amazon, a Microsoft Azure, an Oracle, a Coreweave, et cetera, et cetera. It's good for these types of players."

"And now that AWS is seeing even more demand than they can capitalize on, they literally cannot throw enough money to even meet the demand they're seeing. Now investors are skeptical of this business model. Don't you think that Amazon has a very long track record of proving they know how to operate this business profitably over the longer term? And now that the business is seeing more demand than they can even capitalize on, shouldn't that be viewed as a good thing?"

"And this gives me confidence in my Amazon and Meta positions, especially heading into earning season because Larry Frink is the CEO of the largest asset management company in the world."

"That's mainly Amazon, Google, and Microsoft, the cloud providers for artificial intelligence."

"So heading into earning season, I think that Amazon, Google, Meta, Microsoft are all going to have fantastic earnings reports and maybe dispel some of the fear that we are continuing to see in the market right now because it seems like the AI trade is getting a little bit sold off and maybe a little bit fearful, which I don't necessarily agree with because I think these companies are going to see tremendous amounts of demand for years to come. Now, getting back to my list of key points here, Lar"

"Amazon's gross margin is at an all-time high. Its operating cash flow margin is at an all-time high."

"That is also why I chose to invest in Amazon and Meta because Amazon is an infrastructure layer that benefits from the increased adoption of artificial intelligence and Meta is using it inhouse to make its recommendation systems better."

"These are companies Microsoft, Meta, Nvidia, Amazon, Apple, Tesla, and Google, they carried this entire market."

"Next stock, Amazon. Everyone knows this online store, but the real engine of this business is AWS. The business that rents out computing power and acts as the backbone that a huge amount of AI runs on."

"He recently bought Microsoft, Meta, and Amazon. And his point was very simple. You should not punish a great company for reinvesting in itself to earn bigger profits later."

"First headline here, Meta plans to hire top Amazon computing executive as it weighs cloud push. Apparently, they're hiring Dave Brown, one of Amazon AWS most senior computing infrastructure executive as it expands its data center uh buildout and ways a cloud push."

"a Google an Amazon if you don't have enough of those can always go and check with those types of names because at the end of the day they are the ones that have the money"

"These are stocks like Amazon, Costco, Google, CP Rail, and more."

"These are stocks like Amazon, Costco, Google, CP Rail, and more."

"Relative to YouTube and Amazon, Netflix saw the weakest amount of market share gains last year and they saw the highest amount of market share losses in certain periods throughout the year."

"However, as I said, I do not think that it is more attractive than Meta, Microsoft, and Amazon right now. And I have chosen to purchase Meta and Amazon in my portfolio instead."

"So, what this means is that Netflix's streaming market share is growing slightly. However, Amazon and YouTube are actually growing their market shares at an even faster pace."

"So, while Meta, Microsoft, and even Amazon are, in my opinion, very cheap in the market right now, I don't see any reason why I would own Netflix over those businesses when I think they're much higher quality, growing faster, and offering better prices."

"Amazon, Meta, Nvidia, Oracle, the biggest companies in the world have been borrowing hundreds of billions of dollars to fund the AI boom."

"Amazon invested billions in Anthropic. Anthropic buys Amazon cloud services too. Amazon reports AI revenue growth. You see the pattern?"

"Six companies, Amazon, Meta, Nvidia, Oracle, Alphabet, and SpaceX have borrowed more money than ever in history"

"The magnificent seven, Apple, Microsoft, Nvidia, Amazon, Alphabet, Meta, Tesla make up onethird of the stock market."

"Nvidia loses its biggest customers. Amazon, Google, and Microsoft lose their biggest source of AI revenue, which as we showed was largely each other."

"Amazon, Amazons on as we call it here on the channel. This is a big position for me in the public account, right? $386,000 position up $167,000 on the stock. Amazon, I rank a nine."

"Amazon has got some of this with theirs, but I actually just used this the other day. And Amazon, you got to go through all this whole process to create this profile for your child."

"So, for example, Amazon recently warned their suppliers that, hey, unless you're actually approved by August 10th, we're going to pull you off the platform."

"Let's go right on to number five, and that one is Amazon. You guys know this is one we've been buying for a long time there."

"And this stock is Amazon. I'm not going to waste your time on Amazon too much because you likely heard it from so many people on YouTube, but the stock is up about 32% over the last 5 years. The stock hasn't done much. This is a very diversified company."

"I think Amazon will be here 10 years from now."

"Every major tech company right now literally on the planet, think Microsoft, think Google, Amazon, Meta, Apple, they're all in a spending war."

"Um but it's a bit like saying Microsoft or Amazon rather is a bookstore."

"Like I own some of the growth stocks, but I still own Amazon and other great companies."

"Here, next one. There is Amazon. Stock is going up. Everything looks good. If we look at our valuation, 67 expected long-term return. If we look at the scenario for 10% return, we have 15 and 10% growth rates expected for the next decade. P ratio of 20. If they grow faster, have a P ratio of 25, we are closer to intrinsic value, but not that. And for a margin of safety, if the growth rate declines just to 6%, P ratio gets to 15, then we are at uh 66% down. So too risky for my opinion or let's sa"

"I also discussed this in my last video where I did a full deep dive on Amazon and why I think that it is looking like one of the best buys in the market right now."

"This stock is Amazon, and in this video, I went through my entire investment thesis, which I haven't done in over a year now. I went through all of the reasons why I own the stock, all of the bear cases against it, and also why I think that it is looking like one of the most obvious or best buys in the market today."

"الأمر نفسه مع مايكروسوفت وأمازون. فجوة الإنفاق الرأسمالي. يا إلهي، مايكروسوفت وأمازون تنفقان الكثير من المال على الذكاء الاص9000"

"Yes, Amazon is a bit more pricey than a Microsoft but still very, very good companies."

"So, for example, Amazon AWS, they have Amazon Bedrock, right? They already show this pattern playing out. Multi-billion dollar annualized run rate, customer spend growing 60% quarter over quarter across over 100,000 customers."

"مثال آخر هو أمازون. أمازون تعمل في مجال الاستثمار الرأسمالي في الذكاء الاصطناعي. هل هذا هو نشاطها الوحيد؟ لا، أمازون تعمل في مجال الإعلانات أيضًا، أليس كذلك؟"

"Full disclosure, Amazon is now the second largest position in my portfolio at around 10% of my total portfolio, and I believe that this stock is simply undervalued and a very low riskreward over the longer term."

"We can also see that Amazon's valuation score started to get good right around January of 2023."

"Whenever I talk about Amazon or say that the stock is looking cheap, I always get people saying, "Well, the PE of the business is still around 30 or over 30."

"And I believe that over the years, Amazon's LEO will catch up to Starlink."

"Amazon currently has around 9 GW."

"And overall, I think that Amazon's ads business is extremely valuable and will continue to grow strong for years to come."

"In fact, since 2010, Amazon has traded for a price to operating cash flow of about 16 all the way to a peak of about 47."

"In 2013, Amazon's gross margin was only 26%."

"So, Amazon Leo could become a real revenue driver over just the next few years."

"And again, this is below what analysts currently think Amazon could produce for operating cash flow growth and well below how the stock has historically traded."

"The first bullet point says, "Amazon has many different business units producing over $10 billion in quarterly revenue that are growing strong and accelerating."

"Due to such high demand and supply constraints, Amazon's highly profitable businesses are making up more and more of the revenue, which is continuing to expand margins."

"And that's how I value Amazon personally."

"And now that Amazon's multiples have compressed at the same time as the business's fundamentals have actually been accelerating, it leads me to believe that the stock will produce much higher returns over the next 5 years."

"So let's go do a quick DCF for Amazon now."

"Now, what you'll also notice is every single one of these businesses is accelerating too. You can clearly see that the third party seller services have accelerated from 9% growth in the fourth quarter of 2024 to 14% now. Advertising revenue has been consistently accelerating quarter over- quarter over-arter from 18% in the fourth quarter of 2024 to again 24% now. The subscriptions business was growing at about 10% and has now accelerated to 15%. And as I'm sure we all know, AWS has seen a strong"

"So once again, I believe that this shows us that Amazon's business is actually the most profitable that it's ever been and it is getting more profitable over time."

"Amazon Leo is also taking off and about to start producing revenue with $20 billion in revenue projected by 2030."

"And you can see how volatile Amazon's historical PE has been."

"So on July 2nd, it was reported that Amazon has deployed enough satellites to launch LEO service later this year."

"But over the next 4 years, they're expecting Amazon's operating cash flow to grow all the way up to $476 billion."

"This means that Amazon's chips business is actually larger than AMD's entire business and is also growing significantly faster."

"it was reported that Amazon is raising its GPU prices by 20%."

"And you really have to look at, okay, well, what was Amazon stock trading for 5 years ago in terms of a PE multiple or a price to operating cash flow multiple for Amazon in specific?"

"So to put it simply, trying to value Amazon off of earnings or the price to earnings ratio, I think is a mistake and is going to cause the stock to always look expensive because historically on this basis, it always has."

"Amazon plans on deploying over 3,200 satellites over the medium term."

"And with these metrics, which I think are arguably on the more conservative end, we still get a 23.2% 2% compounded annual growth rate to Amazon share price over the next 3 years."

"And this stock is Amazon."

"And here we can see that Amazon is now trading for a priced operating cash flow of about 17.3."

"Now getting to Amazon, there are three main bare arguments that I continue to hear."

"So, if we go take a quick look at Amazon, we can see that in July of 2021, the stock was about 184 bucks."

"So what I'm trying to say is the people who are pointing to Amazon's returns being low over the past 5 years are comparing Amazon's returns relative to when the stock was extremely expensive and over that period Amazon has now become extremely cheap because again I believe that the underlying fundamentals have grown tremendously which has compressed its multiple down significantly and this is something that I think is very important for all investors to know is you can't simply look at the past "

"So, what Andy Jasse wrote here is that Amazon's chips business is on fire."

"Right now, the chips business would be doing $50 billion in annualized revenue if they were sold to third parties, which would make it larger than AMD is today."

"So, Amazon's AI assistant is showing real benefits to its business and improving the overall revenues."

"So, seeing Amazon's Prime Day sales grow by nearly 10% on a year-over-year basis, I think is pretty dang good."

"Now, while we're on the topic of AWS, I quickly want to talk about Amazon's chips business."

"And the other names that are publicly traded, whether it's a Microsoft, whether it's a Meta, whether it's an Amazon, you name it, those, in my opinion, are very much undervalued."

"Companies like Microsoft, Amazon, Google, and Meta Platforms are committing to record levels of spending on AI infrastructure."

"Corning's ticker symbol is GLW. And they lined up a separate deal with Meta Platforms worth up to $6 billion, a deal with Nvidia worth up to 3.2 billion, and a third multi-billion dollar supply agreement with Amazon."

"That's why Nvidia, Meta, and Amazon wrote big checks directly to these suppliers."

"I do still feel that Amazon is mispriced."

"Moving on to the next one, which is pretty straightforward here. It's Amazon. Amazon. Yes, also two weeks or so ago was experiencing a draw down of around 17.4%."

"Of course Amazon, Microsoft, Google, all those things are growing. Nvidia, everything looks great there."

"على سبيل المثال، تُعتبر شركات مثل جوجل ومايكروسوفت وأمازون أقل مخاطرة نسبياً نظراً لتنوع نماذج أعمالها."

"which means giants like Microsoft, Amazon, and Google, plus fast movers like Snowflake and Databricks are all chasing the exact same thing."

"As he highlights here, Google, Meta, Microsoft, and Amazon are becoming more capex heavy."

"And in my other portfolio, the Story Fund, we hold Amazon, which is another one spending hundreds of billions of dollars in AI capex."

"For example, if we look at Amazon, one of the biggest ways that Amazon makes money is through Amazon Web Services. Amazon Web Services existed long before artificial intelligence, and it was an incredibly good business before AI."

"or that Amazon's AWS has no moat."

"The next biggest, just barely under Meta, is Amazon. Amazon is up 23% in the past year. It's a $62,000 gain, otherwise 62% in the green. I think that Amazon's going above $300 per share."

"Andy Jassy, for example, which they have their own chips as well, and Amazon has become a massive chip maker as well, has stated that people don't just want faster chips, they want better price performance."

"Companies like Amazon and Google are paying hundreds of billions of dollars to Nvidia. They have a huge degree of incentive to reduce that input cost to their business. And what they're doing is brilliant. Google and Amazon are not trying to beat Nvidia at its own game."

"There's only one Amazon."

"Amazon is down big from the highs."

"Now, the third one worth buying today is Amazon. This is one that's been on my buy list for some time and it's also a large holding in the portfolio."

"It comes from Google, Amazon, Meta, and Microsoft. Those four companies alone make up for almost half of this total revenue."

"We also have news that Amazon has sued Perplexity to stop them from using their AI tool to buy stuff."

"Now we get to number two of these AI companies that I believe will continue to compound and lead the market over the next five years and this one's Amazon."

"this one's Amazon. This is another one that I believe is just a low hanging fruit. Meaning it's the easiest to pick. It's the ones that are the easiest to buy."