AMZN

"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."

"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."

"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."

"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."

"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."

"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."

"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."

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

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

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

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

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

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

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

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

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

"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."

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

"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."

"You think Amazon couldn't do that?"

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

"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"

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

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

"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."

"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."

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

"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."

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

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

"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."

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

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

"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."

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

"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."

"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."

"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."

"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."

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

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

"Amazon down 4.75%"

"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%."

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

"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."

"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."

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

"Amazon, Microsoft, and Nvidia."

"Amazon, 200."

"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."

"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."

"Amazon 4.58%"

"and Amazon at 3.6%"

"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 "

"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."

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

"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."

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

"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."

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

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

"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."

"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."

"Amazon's down 3%"

"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."

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

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

"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."

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

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

"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."

"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"

"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."

"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."

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

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

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

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

"So Microsoft, Amazon, Google, etc."

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

"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."