Should I Buy Amazon (AMZN)? Finance YouTuber Analysis

The analyst suggests buying Amazon, despite its recent negative free cash flow, due to its massive market capitalization and ability to raise capital. He argues that Amazon has significant borrowing capacity at low interest rates, which can be used for AI investments or stock buybacks to optimize its capital structure and reduce its weighted average cost of capital.

“I'm encouraging the management team of these four companies to go ahead and borrow more money as long as they can borrow money at these attractive interest rates. Continue borrowing money. Invest in AI if you think that's lucrative, but if it's not, then use the capital to buy back stock.”

The analyst views Amazon as an attractive buying opportunity due to its ability to borrow at low rates, which lowers its cost of capital, and its significant investment in data centers and AI, which are expected to drive future growth. Despite concerns about high spending, the current price is below his fair value estimate.

“Regardless, Amazon I calculate a fair value at around $300 per share, 299 to be precise. So, at the current market price of 245, I do see this as an attractive buying opportunity.”

The YouTuber recommends Amazon for its leadership in e-commerce, which is still in a growth phase globally, and its dominant cloud services business (AWS) that houses its AI ambitions. He highlights Amazon's significant investments in data centers and its rapidly growing chip business, positioning it to benefit from technological advancements. He calculates a fair value of $297, making it undervalued at $243 per share.

“Amazon stock, which at $243 per share is also well below the fair value I calculated at 297.”

The analyst recommends buying Amazon over Walmart due to its superior operating profit margins, which are expanding as its high-margin cloud services segment grows. Despite significant investments in data centers, Amazon appears undervalued based on a discounted cash flow analysis, with a calculated fair value of $297 compared to its current price of $242.

“If I was to make a choice between these two companies and which one of these two stocks to buy today, I would pick Amazon as the better investment.”

The analyst believes Amazon is a strong buy due to its current undervaluation, trading at a forward P/E of 27.6 and below his intrinsic value calculation of $297 per share. He highlights the massive growth in its proprietary chip business (Trainium and Graviton), the shift towards higher-margin cloud services, and the company's improving cash flow from operations and return on invested capital, despite investor concerns about AI spending. He also praises the management team's capital allocation abilities.

“I've had Amazon ranked as one of the top 12 stocks you can buy right now, and I will reiterate that ranking here June 30th in this video. And, you know, I own Amazon stock in my portfolio and I'm certainly interested in adding more to my position.”

The analyst is encouraged by Amazon's AWS segment's reinvigorated growth (28%) and its rapidly growing custom chip business, which is an annualized $20 billion. He also sees physical AI, robotics, and drone delivery as long-term catalysts for cost reduction. He values the business around $297 against a current price of $238.

“I am encouraged to see the company's AWS segment, the most profitable for Amazon by a large margin, reinvigorating growth here, reporting 28% growth in that segment.”

Amazon is seen as undervalued, with a fair value of $292 compared to its market price of $232. The company is expected to continue improving its return on invested capital due to economies of scale in e-commerce and significant investments in higher-margin cloud services, despite current investor skepticism about AI spending.

“The next Amazon I calculated a fair value of $292 per share compared to the current market price of three 232. A more significant undervaluation compared to Alphabet to be sure.”

The YouTuber warns that if hyperscalers like Amazon or Alphabet announce a reduction in their investment spending, it would negatively impact hardware companies. This highlights a concentration risk in the AI sector, as a few large players drive much of the demand. He implies that the current high investment levels are unsustainable.

“Natürlich, wenn jetzt z.B. Amazon morgen im Quartalsbericht sagt, wir werden unsere Investitionsausgaben drosseln bzw. Wir werden halt eben nicht diesen extremen Anstieg leisten. Sollte ein Bewusst sein, was dann eben mit Hardwareunternehmen passiert, bzw. mit den Aktienkursen dieser, weil die Stimmung da relativ schnell kippen wird, ne?”

The YouTuber is bullish on Amazon for the next 3-5 years, citing its strong, diversified business model with dominant positions in various sectors like e-commerce, cloud (AWS), and advertising. He believes the current dip presents an attractive entry point, especially considering the company's strategic investments in AI and its historical pattern of successful investment cycles leading to increased free cash flow. The current valuation, particularly the PEG ratio of 1.4, suggests it's fairly to cheaply valued compared to historical periods that preceded significant rallies.

“Ich bin nach wie vor bei Amazon bullish und auf die nächsten drei bis 5 Jahre gesehen bei der Amazon Aktie viel Potenzial sehe, denn ich bin jetzt nicht einfach nur seit gestern bullish bei Amazon bzw. nicht erst nach diesem Anstieg, sondern schon etwas länger.”

The YouTuber advocates buying strong companies like Amazon during market downturns, emphasizing a long-term perspective. He believes that even if the market enters a bear phase, well-managed companies with solid fundamentals will survive and thrive over several years, making current lower prices an opportunity.

“Ich kaufe die Aktien, von denen ich überzeugt bin, z.B. Amazon. Mir ist es scheißegal, ob es ein Minus oder ein Plus ist, weil ich halt eben lange da drin sein kann.”

The YouTuber considers Amazon too risky at its current valuation, with an expected long-term return of 6-7%. He highlights that even with optimistic growth rates, the stock is not close to intrinsic value, and a slight decline in growth could lead to a significant downside.

“Too risky for my opinion or let's say a medium likely return going there.”

The YouTuber believes Amazon is one of the best buys in the market, noting that the premium for hyperscalers like Amazon has largely disappeared. He highlights that the Magnificent 7, including Amazon, are projected to grow earnings twice as fast as the S&P 500 while trading at similar price multiples, indicating undervaluation.

“This chart really backs up why Amazon and Meta have been some of my largest buys over the past year and why Amazon has become the second largest position in my portfolio at around 10% now.”

The YouTuber argues Amazon is an attractive long-term buy due to its current undervaluation based on price-to-operating cash flow multiples, which are below historical averages despite accelerating growth in high-margin segments like AWS, advertising, and subscriptions. He highlights the significant potential from its chips business, LEO satellite project, and AI integration, which are driving profitability and future cash flow growth. He also counters common bear arguments regarding past stock performance and PE ratio by emphasizing the company's fundamental growth and reinvestment strategy.

“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 risk reward over the longer term.”

The YouTuber is actively buying Amazon, viewing it as an undervalued 'ETF' of high-growth industries like chips, cloud, AI, and advertising. He highlights Amazon's potential in selling its AI chips to third parties, which could significantly boost revenue, and notes that the stock's current valuation (17x operating cash flow) is below historical averages despite strong underlying fundamental growth and acceleration in its various business segments. He projects a 19% annual compound growth rate based on a conservative DCF model.

“Amazon has a massive chips business that could be doing $50 billion in annualized revenue if they were selling to third parties. But since they're renting them out in house, their annualized revenue is about 20 billion. but it grew 40% quarter over-arter and it's more than doubling on a year-over-year basis as well.”

The YouTuber favors investing in companies like Amazon that provide the infrastructure for artificial intelligence, rather than the AI model companies themselves. They view these infrastructure providers as 'utilities for AI,' suggesting a more stable and predictable growth trajectory compared to the highly competitive and commoditizing LLM space.

“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.”

The YouTuber believes Amazon is undervalued, trading at a price to operating cash flow of 17.8x, which is on the low end of its historical range and cheaper than its 2020 crash valuation. He notes accelerating operating cash flow and revenue growth, with a DCF suggesting a 19% CAGR over the next three years and a fair value of $390.

“I do believe that Amazon is also looking undervalued in the market. And I've actually purchased more Meta and Amazon shares in the market today as you watch this video.”

The YouTuber significantly increased his Amazon position after strong Q1 earnings, citing accelerating revenue growth across multiple segments including AWS, advertising, and third-party services. He highlights the massive and rapidly growing chips business within Amazon, which he believes is undervalued by the market. Despite being at all-time highs, the stock's price-to-operating cash flow multiple is below its historical average, and DCF analysis suggests it is still undervalued, especially given its history of free cash flow exploding after capex cycles.

“I think that Amazon is surprisingly one of the ways to still get access and exposure to the chips industry and all of the demand that the chips industry is seeing at a very fair price.”

The YouTuber is adding to Amazon (AMZN) despite it trading near all-time highs, believing it is still undervalued relative to its fundamentals and future outlook. He points to Amazon's significant investment in Anthropic, the massive AWS capacity commitment from Anthropic, and the potential for Amazon's Graviton CPU chips to benefit from an industry-wide CPU shortage, especially with the rise of Agentic AI. His DCF analysis, even with conservative growth estimates, suggests undervaluation.

“I do believe that Amazon's stock is still offering value relative to the company's fundamentals and its future outlook.”

The YouTuber is bullish on Amazon, believing it is still undervalued despite recent gains. He highlights the new Amazon Leo satellite network, especially its partnership with Apple, as a significant future revenue stream, projecting $20 billion annually by 2030. He sees this as a game-changer for connectivity in remote areas and a testament to Amazon's innovation.

“But at the end of the day, I do still believe that Amazon is trading below fair value. And I surprisingly think that it's still kind of cheap here. Maybe not the cheapest stock in the market, but I do think that it is still undervalued and selling below fair value. So, I may even pick up some more Amazon shares right near all-time highs.”

The YouTuber is buying Amazon, believing it is undervalued despite recent strength. He highlights the explosive growth of Anthropic, which uses AWS's Tranium chips and data centers, directly benefiting Amazon's cloud business. He also points to AWS's growing backlog, indicating strong demand, and notes that Amazon's fundamentals have outpaced its share price over the last five years, leading to low current multiples and an accelerated growth outlook.

“I personally think that Amazon stock is looking undervalued in the market right now.”

The YouTuber is buying Amazon stock, believing it is undervalued. He argues that the market is misinterpreting Amazon's large capital expenditures, which are actually in response to massive demand for AWS and are expected to generate high returns. He also highlights the company's strong operating cash flow growth and a current price-to-operating-cash-flow multiple that is significantly below its historical average, suggesting a compelling valuation.

“for all of these reasons, I do think that Amazon is looking undervalued in the market today. It is pretty dang clear, at least to me, that the capex is going to pay off and the demand is there. They're just trying to capitalize on it.”

The YouTuber believes Amazon is looking attractive after a 10% post-earnings drop, trading at its lowest price-to-operating-cash-flow multiple since 2009. Despite concerns about high capex and potential free cash flow negativity in 2026, he highlights accelerating revenue growth in AWS, advertising, and subscription services, and strong demand for their custom chips. He argues that focusing on operating cash flow growth (currently 20% year-over-year) is more appropriate than free cash flow given the heavy investments, and a DCF analysis suggests significant upside.

“So, I'm probably going to end up adding to my Amazon position if the share price does remain down and I can get more cash in my accounts because I've deployed a lot of cash recently.”

The YouTuber believes Amazon stock is attractive due to its accelerating AWS revenue growth, successful product launches like Graviton and Tranium chips, and strong advertising revenue with high operating margins. He notes the stock is trading below its historical price-to-operating cash flow average and a DCF analysis suggests a fair value significantly above the current price, indicating it's undervalued.

“overall, I personally think that Amazon stock is looking pretty attractive right here. And an 18.5 priced operating cash flow for this business, I think again is quite fair.”

The YouTuber is holding Amazon stock, citing its strong long-term compounding potential due to diverse business units like AWS and advertising, which are showing re-accelerated growth. While acknowledging concerns about deferred income taxes boosting current operating cash flow and suppressed AWS operating margins, he believes the company's significant investments in capex and its lean operational strategy will drive future profit margin expansion and maintain its competitive moat.

“So for me, Amazon is a hold right now and I am not actively buying more shares. This is because Amazon is trading for all-time highs and its price to operating cash flow is around 20, which I do think is right around fair value for this business relative to its growth and what I think the growth will be going forward.”

The YouTuber, an Amazon shareholder, views the stock as fairly valued at its current price-to-operating-cash-flow of 18, which is below its historical average but justified by its larger base and expected 12% operating cash flow growth. He acknowledges AWS's slower growth and margin contraction but highlights strong performance in advertising and North American segments, and Amazon's aggressive capex spending without buybacks or dividends as a competitive advantage.

“I don't think that it was a blowout quarter. You know, I'm not rushing out to buy more Amazon shares right now. And honestly, I'm not really interested in buying Amazon shares right now because I do think the business is selling for around fair value.”

The YouTuber anticipates Amazon might lower its Q2 2025 profit guidance due to increased inventory purchases ahead of new tariffs. He views any resulting stock dip as a buying opportunity, believing the long-term business impact will be minimal and that Amazon is currently selling at the largest discount among the Magnificent 7 stocks.

“So, if Amazon does report or lower its guidance, its profit guidance for the second quarter tomorrow after it reports, then I'm definitely going to be looking for a potential dip and buying into any weakness that we do see.”

The YouTuber is actively buying Amazon due to its current valuation, trading at a price-to-operating cash flow multiple of 15.77, which is near a 15-year low. He highlights Amazon's strong growth in AI and AWS, and its long-term investments in Project Kuiper, believing these will drive future profitability despite high current capital expenditures.

“So for some reason the market is pricing Amazon stock incredibly low right now and I am taking advantage of this. I am someone who is very bullish on the long-term potential of Amazon's business.”

The YouTuber plans to add to his Amazon position if the stock continues to fall due to the new tariffs. He believes the company would significantly benefit from acquiring TikTok, gaining substantial ad revenue, strengthening its online advertising position, and seamlessly integrating with its e-commerce platform, which would also counter TikTok Shop's growing influence.

“if the selling continues then the top stocks that I am looking to add tomorrow are Amazon”

The YouTuber is adding to his Amazon position, viewing it as cheap relative to its historical price-to-operating cash flow multiple of 27, currently trading at 18. He also believes Amazon has a stronger moat and more certain long-term growth prospects compared to Google, especially given the potential disruption to Google's search business from AI.

“I actually think that Amazon is looking the cheapest despite it selling for a higher price to operate in cash flow multiple than Google and let me kind of explain this Amazon's historical average price to operating cash flow is around 27 whereas Google's is around 18 now again Google is selling for a 16 price multiple today and Amazon is at 18 so Amazon is well below the company's historical average price to operating cash flow whereas Google is only about 10% below its historical average so relative to these company's historical average multiples Amazon is selling significantly below personally I also think that Amazon's is stronger than Google's and I think that Amazon is more set up over the long term to see operating cash flows grow”

The YouTuber is actively buying Amazon, especially after its recent 14% correction. The thesis is driven by the strong compounding growth of its highly profitable segments (third-party seller services, AWS, advertising), which are expanding profit margins as they constitute a larger portion of total revenue. Amazon's price to operating cash flow is currently around 19, well below its historical average of 26.6, making it one of the cheapest valuations since 2010.

“I just think that Amazon is almost like a no-brainer that it's going to continue growing over the long term so for me personally then it just becomes a question of what is the right price for Amazon and personally I think that around a 19 times operating cash flow price is very fair for this business.”

The YouTuber is holding Amazon stock, stating that while the recent earnings report had some weaknesses like soft Q1 guidance and decelerating growth in some segments, the overall performance was decent. He believes the stock is fairly valued based on its price-to-operating cash flow ratio being below its historical average and the strong growth and expanding margins of AWS, which is a significant profit driver for the company.

“for me personally right now it's a hold and I do think that Amazon is selling for around fair value based on my DCF it could maybe compound at about 11 to 12% annually going forward if the business can continue to grow profits but that's not like Drop Dead I got to go and buy more shares today”

The YouTuber indicates he would be more compelled to increase his position in Amazon if the stock price were to come down further. He views the current valuation as fair but not compelling enough to add more shares immediately, given his existing position.

“if Amazon stock does come down more though then I would be much more compelled to increase my position”

The YouTuber maintains his conviction that Amazon is the cheapest of the Magnificent Seven stocks, highlighting its leadership in robotics and AI, with over 750,000 mobile robots deployed globally. He also notes Amazon's growing efforts in the gaming industry. From a valuation perspective, he points out that Amazon's price-to-operating cash flow ratio of 17.7 is significantly below its long-term average of 26.7, a level last seen after the Great Recession. He believes Amazon's cash flows and profitability will continue to grow as margins expand from its highly profitable segments.

“Amazon is a very high quality business with one of the best Moes in the world trading for a pretty low price to operating cash flow ratio relative to its historical averages and even relative to the rest of the Magnificent 7”

The YouTuber believes Amazon is currently more attractive than Google and considers it the cheapest Magnificent Seven stock, arguing it is arguably undervalued in the market. He considered selling Google to buy more Amazon before earnings.

“I think that Amazon is the cheapest Magnificent Seven stock in the market and I do think that Amazon is actually looking arguably undervalued in the market”

The YouTuber is more bullish on Amazon and is considering rotating funds from Google into Amazon. He highlights that Amazon's price-to-operating cash flow is currently trading about 30% below its historical average, unlike Google. Furthermore, Amazon's recent stock price returns have been driven by strong fundamental growth (82.5% operating cash flow growth over 18 months) rather than just multiple expansion.

“I was actually thinking of maybe triming some Google and throwing it into Amazon I'm actually more bullish on Amazon as well.”

The YouTuber argues Amazon remains undervalued despite hitting new all-time highs, primarily due to its exploding operating cash flow. Trading at a price-to-operating cash flow of 20.9, it is still 30% below its long-term average of 27.7. Even with conservative 10% annual operating cash flow growth estimates, the stock is projected to deliver market-beating returns, suggesting its current valuation does not fully reflect its growth potential.

“Amazon is still trading well below its historical average price ratios and the business looks like it is only going to continue growing its operating cash flows going forward”

The YouTuber identifies Amazon as a high-quality company with favorable technicals for a LEAP option entry, noting its current trading range and strong support levels. He outlines a strategy to buy a deep in-the-money call option with a 70 delta, aiming for a 30-50% profit within six months, and sets a personal price target of $300 per share by 2027.

“I like Amazon in general fundamentally. Technicals look pretty good to me as well because it is trading pretty rangebound but is bullish.”

The YouTuber holds a LEAP call option on Amazon (AMZN) with a 225 strike price expiring in June 2027, expecting the stock to move higher. He plans to manage the position around the six-month mark before expiration, aiming for a 50% gain on his premium paid, and has a price target of $275 for 2026 and $300 for 2027.

“This is Amazon 225 call. And uh here, what's important to understand is theta decay hasn't really kicked in. So, I'm not too worried about this trade.”

The YouTuber recommends buying Amazon LEAP options, citing its strong growth in retail, AWS, and advertising, which are expected to drive higher valuation. He notes the stock has pulled back to the bottom of its Bollinger Band and below its moving average, presenting a value opportunity. The strategy involves a deep in-the-money call option with a 70 delta, targeting a 30-50% return within 60 days if the stock reaches $260, or holding longer for a $300 target within 6-12 months.

“With Amazon, you are not buying a hype stock. You're buying one of the strongest AI, cloud, logistics, advertising, and consumer platforms in the world.”

The YouTuber is extremely bullish on Amazon, considering it his favorite stock for long-term investors due to its attractive valuation and ongoing transformation. He highlights its strong revenue growth, significant operating margin expansion, and its shift from an e-commerce company to an AI infrastructure, cloud, and advertising platform. He believes AWS's high margins, the growth of Amazon advertising, and robotics automation will drive further profitability and stock price appreciation. He has a price target of $362 per share.

“My price target for Amazon is right around $362 per share. That was just based off of a financial model that I personally made that I spent all basically weekend doing.”

Henry sees Amazon as undervalued, noting its underperformance relative to the S&P 500 over the last five years. He highlights significant operating margin expansion (from 5-6% to 13%), strong revenue growth, and its transformation from an e-commerce company to an AI infrastructure, cloud, and advertising platform.

“The main shift is from e-commerce. Okay, they were focused heavy on e-commerce and they still are. But now there's a shift from ecom company to AI infrastructure company.”

The YouTuber is bullish on Amazon due to its attractive valuation, despite recent underperformance. They highlight significant revenue growth, improved operating margins (from 5-6% to 13%), and the company's evolution into a hybrid infrastructure, cloud, and ad platform business. The low P/E ratio relative to its growth and profitability makes it a 'stupid cheap' opportunity.

“The market cap sitting under three billion is stupid cheap. And mark my words, just like Google is racing to become the most valuable company in the world ahead of Nvidia, Amazon is going to play the same game before you know it.”

The YouTuber plans to roll his deep in-the-money Amazon covered call from a $230 strike to a $250 strike, extending the expiration to December. He is willing to pay a small debit of around $1,000 for this adjustment, as it unlocks $30,000 in potential upside if Amazon continues to rise, significantly improving his position while retaining the stock.

“I would go from 230 to 250. That's my plan. Um, you know, I'll probably execute on this in the near future and take this position higher in terms of strike, which will unlock value for me.”

The YouTuber recommends Amazon as a 'hyperscaler' that has already struggled and discounted AI spending fears. These companies are seen as beneficiaries of the market's 'broadening' as funds shift from chip suppliers to chip users. Amazon's strong e-commerce and cloud businesses, along with its positioning for AI applications and ability to cut costs, make it an attractive investment.

“Amazon's struggling. The pain's already happened. It's in the past.”

The analyst argues Amazon is mispriced due to the market underestimating AWS's growth and future profitability, as well as the company's vertical integration efforts in silicon. He expects continued revenue growth, margin expansion, and the strength of its various business segments like advertising and Prime membership to drive the stock higher. His valuation suggests a 30% upside.

“Amazon to me should be a $300 stock right now should have been a $300 stock a couple of months ago as well and valuation wise it should be worth $319 or so 30% upside side from the price we're at right now.”

The YouTuber views Amazon as a disrespected and undervalued stock, despite its high valuation, due to its continuous reinvestment in growth areas like AWS, robotics, and AI. He expects significant profitability once the heavy spending cycle slows down, projecting over a trillion dollars in revenue by fiscal 2028 and a price target of $321 based on his DCF model.

“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.”

The YouTuber believes Amazon is undervalued and a 'no-brainer' buy-and-hold forever stock. He points to the company's continuously expanding total addressable market, its growing custom AI chip business (which could be a $50 billion standalone business), and expectations for over a trillion dollars in revenue by 2028 with improving margins.

“Amazon to me is is one of those no-brainers in the market. I think the stock went down a little bit over the last couple of days. Fine, from a valuation standpoint, it might not be the cheapest name out there, but when you look at what this business is capable of doing.”

The YouTuber views Amazon as an obvious long-term buy, especially if the stock drops to the $200-$220 range. He cites its projected trillion-dollar revenue by fiscal 2028, continued growth in AWS with accelerating growth and improving margins, and the company's ability to disrupt itself. He notes the current valuation is not expensive compared to historical levels.

“if we do have a lot of luck on our site and we do see $200, $210 or so 220 maybe, then yes, it it becomes extremely obvious.”

The YouTuber believes Amazon is a 'buy and forget' stock, seeing it as a $300 per share company. Despite its current high capex, he expects AWS acceleration, driven by partnerships with companies like Anthropic and OpenAI, to boost profitability. He also anticipates higher margins from Amazon's advertising, subscription, and third-party seller services, and increased efficiency in the logistics network through robotics and AI.

“I still think that Amazon is a $300 per share company. It's a $2.6 trillion company. PE wise it is still more expensive than a Google more expensive than a Meta than an Nvidia etc.”

The analyst identifies a buy signal for Amazon, noting it has formed a strong base around $225 and broken out of a falling triangle pattern. The 200-day moving average is now acting as support, and indicators like the Slowstockastic and MACD are showing positive momentum. He suggests buying with a stop-loss below the 200-day moving average to manage risk.

“Das Kaufsignal war da am sagen wir 29.30.6. aus charttechnischer Sicht.”

The YouTuber considers Amazon the second safest, highlighting its dual engines of AWS and retail/fulfillment/ads, both with wide moats and network effects. He finds the company fair to slightly undervalued based on price-to-trailing operating cash flow (16-17x vs. typical 20%+), and sees broad optionality, with long-term margins being the key risk to monitor.

“I think that the company is fair to slightly undervalued at today's prices. It's just 16 17 times trailing operating cash flow. And usually it's at that 20% or higher.”

The YouTuber identifies Amazon as a highly anti-fragile stock, built on three market-crushing businesses: AWS with its switching costs and low-cost production, Amazon Prime with high retention and loyalty, and the marketplace/logistics benefiting from network effects. Its optionality stems from turning internal costs into profit centers, seen in advertising, AI integration into AWS, healthcare expansion (One Medical, Pharmacy), and Project Kuiper for satellite internet.

“Number two most anti-fragile. You might be surprised it's not number one is none other than Amazon.”

The YouTuber argues that Amazon's recent 10% drop after earnings presents a buying opportunity for long-term investors. Despite high capital expenditures for AWS expansion, the company showed strong revenue growth, expanding gross and operating margins, and accelerating AWS growth. Valuation based on price-to-operating cash flow suggests the stock is currently undervalued compared to historical averages, offering downside protection with upside potential.

“I think that on a valuation and company strength basis, you could do a lot worse than putting a big chunk of your portfolio in Amazon just like myself.”

The YouTuber considers Amazon a 'forever stock' due to its strong anti-fragile scorecard, highlighted by its customer-centric mission, powerful network effects, high switching costs (AWS, Prime), low-cost production (logistics, data), strong brand, and proven optionality in developing new revenue streams. The company also boasts significant financial redundancy with a large net cash position and strong operating cash flow, despite current AI infrastructure build-out impacting free cash flow. Founder Jeff Bezos's continued involvement and insider ownership further strengthen the case.

“Amazon gets a score of 15 and a half, which is a very, very high score. It is the backbone of my portfolio. And that's why the verdict here is that it is a forever stock.”

The YouTuber is buying Amazon shares because he believes it's a great business with a leadership position in cloud and other areas, currently trading at one of its cheapest valuations in a long time. He expects it to eventually have a significant run similar to Google, despite current market sentiment.

“Right now, you're getting in at one of the cheapest valuations we've been able to get Amazon in in a long time. So, it's definitely one.”

The YouTuber is buying Amazon, citing its current undervaluation and incredible business with diverse ventures like AWS, AI, robotics, and robot taxis. He believes many of these will generate billions in the future, and its core business continues to strengthen.

“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.”

The YouTuber believes Amazon will continue to grow indefinitely due to increasing online spending and their significant lead in logistics and capital expenditure. They highlight Amazon's historical commitment to reinvesting in the business and expanding into new markets, which they expect to continue for decades.

“So, Amazon's definitely the first one on my list that I just basically want to have forever.”

The YouTuber believes Amazon has a very bright future due to its involvement in numerous markets and its ability to innovate, as demonstrated by AWS. They see the current valuation as attractive for an incredible company that will be a major player in AI and robotics in five years.

“I'm very very happy to continue to get Amazon at these depressed prices. It's not quite as cheap as it was last year. But in regards to getting really good pricing on an incredible company that I think 5 years from now is clearly going to be bigger and be one of the big players in the AI race and everything else, Amazon's definitely it for me.”

The YouTuber has been bullish on Amazon for years, noting it was 'stupid cheap' previously. They see it as a long-term 'growth beast' that continues to grow, despite not expecting a 10x return overnight.

“This is definitely a long-term play. It's not going to be a it's not going to 10x tomorrow. Anything else on that for you, but it's just going to be a growth beast that continues to grow into the future there.”

The YouTuber believes Amazon will be a big winner in the next few years, expecting it to be significantly larger in five years. He highlights the acceleration of growth and entry into higher-profit margin businesses, anticipating that new initiatives will generate substantial returns despite high capital expenditures.

“I believe Amazon as well is going to be a big winner in the next few years. Okay? Look out 5 years and you tell me if you think Amazon's going to be bigger or smaller than what they are right now. they they are accelerating their growth and some of their growth levers and they're getting into higher and higher profit margin businesses overall.”

The YouTuber identifies Amazon as his second-highest conviction buy, following SoFi. He implies it is also undervalued based on his valuation, though he provides less specific reasoning compared to SoFi.

“A close runner up is Amazon. By the way, if you're wanting my number two as well, there you go. You got a bonus right there. Number two is Amazon.”

The YouTuber is bullish on Amazon, especially as it becomes 'historically cheap.' He is unconcerned by massive capital expenditure, viewing it as Amazon's long-standing strategy to reinvest in the business across various verticals, which has historically led to strong growth and new innovations like AWS.

“Amazon continues to get cheaper and cheaper. I know they just announced massive capex spend. Um, just like Google, just like Meta, just like everybody else. I am not concerned with it whatsoever, but it is going to make the numbers ugly in the short term. But this is how Amazon has always run their financials.”

The YouTuber believes Amazon will be the next 'Google' in terms of performance, seeing it as a beaten-down mega-cap stock due to 'stupid Wall Street narratives.' He highlights strong earnings, guidance, and execution, suggesting it's currently undervalued.

“I think Amazon will be Google next year guys. and and that's simply because it is another mega cap stock that's beaten down because of stupid Wall Street narratives.”

The YouTuber views Amazon as still undervalued or fairly valued, despite its mega-cap status. He believes Wall Street often misprices the stock, creating opportunities for long-term investors to achieve multi-year gains with relatively low risk due to its strong business fundamentals.

“Wall Street wants to beat it down again. You guys know I will be all over it. And in regards to valuation for Amazon, I know we preach valuation all the time on here for very good reason for me. Amazon right now is still a little bit on the undervalued side.”

The YouTuber is consistently bullish on Amazon, believing people will not reduce their spending on the platform in the long term. He suggests Amazon could gain market share from physical retailers during economic downturns, making it an attractive buy at its current valuation or if it drops further.

“Amazon may end up being the cheapest and the easiest place to get things overall. Maybe they actually suck up market share.”

The YouTuber is very bullish on Amazon long-term, citing its ability to execute on diverse projects like AWS, which has become a major profit driver. They also highlight the growing ad sales business and believe Amazon's valuation, while historically high, is not expensive relative to its past, suggesting more room to run as products like AWS gain momentum. They expect continued growth over decades due to its infrastructure and market dominance.

“I'm very very bullish on Amazon long term and when I look at valuation Amazon's always traded extremely expensive but secondarily that's they're not trading expensive relative to their past history so it tells me that a lot more room to run.”

The YouTuber gives Amazon a 'pump it' rating, citing its long-term growth potential and widespread usage. He believes the company is in a growth period for earnings before its next phase of infrastructure investment, making it a great business to own.

“for me Amazon's a great business owned it for a very very long time obviously I use it all the time I think most people do use it all the time and I believe they have a very very long Runway ahead”

The YouTuber sold a portion of their Amazon position, realizing an 80% gain, and set a stop-loss at $190 for the remaining shares. They anticipate a further correction in Amazon's price down to the $100 range, viewing the current levels as overextended.

“Wir realisieren einen Teilgewinn bei Amazon. Position am 11. Oktober 23 eingekauft. am gestrigen Dienstag verkauft. Einstieg bei $130$, Ausstieg bei 234$. Wir realisieren einen Gewinn von knapp 80%.”

The YouTuber indicates they would consider buying Amazon again if it corrects to the $190 area, as they believe this would mark the end of a corrective 'A-wave' before a potential 'B-wave' rebound. They expect a larger correction to $100 in the long term.

“Deswegen würden wir diesen Zwischenbereich bei Amazon erst wieder zum Kaufen nutzen und bis dahin uns absichern und draußen bleiben.”

The YouTuber views Amazon as a great 10-year opportunity but advises against short-term expectations due to massive spending on infrastructure, which will negatively impact depreciation and EPS for several years. He suggests that short-term price movements are a 'complete gamble' until spending chills.

“Meta and Amazon are big positions for me. I don't expect anything from those stock prices over the next year. Nothing. I don't expect one percentage of gains and I even see a scenario where if the market got ugly, Meta goes into the 300s and Amazon goes under 200 if the market really got ugly.”

The YouTuber recommends Amazon as a stock everyone should own, emphasizing its long-term growth potential driven by its core e-commerce platform, the AWS cloud business, and its rapidly growing advertising segment. He states that there is no current disruption risk to these key areas, making it a continuous 'buy' for the foreseeable future.

“Amazon is always a buy. It was a buy yesterday. It was a buy a month ago. It was a buy a year ago. It was buy 10 years ago. It was buy 20 years ago. It's a buy today. It's buy tomorrow. It's a buy the next month. It's buy next year. It's always a buy.”

The YouTuber recommends Amazon as a beneficiary of autonomous trucking, citing its massive shipping costs ($102 billion last year, 16% of operating costs). He argues that cost savings from autonomous vehicles will significantly boost Amazon's profit margins and enhance its own shipping services, leading to increased profitability.

“If we can get a discount on that through this autonomous vehicle shift, it is going to see that profit margin sore on Amazon.”

Mark Rousen recommends Amazon as a foundational position due to its diversified business across e-commerce, AWS, and advertising, with significant investment in AI. He notes expanding margins and a low EV/EBITDA ratio, suggesting it's undervalued compared to its growth potential and management's track record of successful reinvestment.

“After all, Amazon is committing another 200 billion in capex, essentially going allin on AI. And investors that are concerned with such a large number, for me, it goes back to trust and management.”

Brian recommends Amazon, noting its historical pattern of growth spikes followed by plateaus, suggesting it's due for another boost. He points to the re-acceleration of AWS revenue (now double-digits) driven by AI, and a massive increase in operating income from $12 billion in 2022 to $69 billion in 2024. Joseph agrees, acknowledging Amazon's shift towards profitability, its leadership in e-commerce and cloud, and the rapid growth of its advertising segment, making it a 'category killer' he's accumulating on dips.

“I think they're good.”

The YouTuber likes Amazon due to its multiple levers for growth across e-commerce, cloud services (AWS), and advertising, positioning it well within the broader growth themes.

“here. I also like Alibaba, ticker BABA, for exposure to the China AI race, and Amazon, ticker AMZN, on its multiple levers for growth across e-commerce, cloud, and advertising.”

The YouTuber is increasingly bullish on Amazon, citing a shift from 'growth at any cost' to efficiency and profitability. He highlights its dominant positions in e-commerce and cloud services, the high-margin advertising segment, and the development of its own Tranium chip. Financial analysis shows a 150% growth in operating cash flow over three years and a significant increase in gross margin from 42% to 50%, with operating profit doubling from 5.3% to 11%.

“A stock I've been getting progressively more bullish on here, Amazon Inc. ticker Amz. We're really shifting from that growth at any cost to efficiency.”

The YouTuber recommends Amazon as a safer investment due to its leadership in e-commerce and cloud services, a fast-growing advertising segment, and its relatively inexpensive valuation compared to other stocks in the AI theme. He notes it's only down 12% from its peak.

“Shares of Amazon, ticker AMZN, are only down 12% from their peak, but are a great place to start here, especially for a safer investment.”

The YouTuber identifies Amazon as a top pick due to its leadership in e-commerce, cloud services (AWS), advertising, and logistics. Despite a slower projected revenue growth of 12% annually, he considers its valuation of 3.8 times price-to-sales to be extremely cheap when adjusted for its diversified growth.

“While Amazon is only expected to grow revenue at a 12% annualized pace, that's on a giant diversification in its business segments and leadership in several. Amazon is the leader in e-commerce cloud services and is growing its domination in advertising and logistics.”

The analyst suggests buying Amazon, highlighting its strong position in cloud services with its Tranium chips for AI hardware, its leadership in e-commerce, and its fast-growing advertising segment. Despite a lower 12% annualized revenue growth, he considers it one of the cheapest stocks among its peers on a price-to-sales-to-growth basis, offering a good value for a leader in multiple segments.

“I'd also be going for Amazon here. Amazon doing very well with its tranium chips in that uh AI hardware space but also very much a player in e-commerce the leader in e-commerce cloud services again advertising a very strong growth there and one of the cheapest or the cheapest among these top 10.”

The YouTuber recommends Amazon due to its dominance in cloud services and e-commerce, which are integral to the AI theme. He also highlights its growing advertising segment and its efforts to cultivate a new relationship with the administration through lobbying, which could lead to favorable treatment.

“Within these seven tech donors here, I like Amazon, ticker AMZN and Microsoft. MSFT the best.”

The YouTuber supports a buy rating, citing Amazon's strong earnings beat and 20% jump in cloud services revenue. He believes continued AI spending will drive revenue growth for the company.

Amazon is highlighted as the cheapest among mega-cap tech stocks, trading at 3.6 times sales with 10% sales growth. Beyond its e-commerce dominance, it has significant advantages in AI through cloud computing and its developing Tranium chip.

“Amazon is the best deal here at 3.6 times its sales on 10% sales growth. Then you have to scroll all the way down to the 24th place for Meta at 11 and a half times sales and a 65 when adjusted for that 17% sales growth.”

Joseph Hogue argues that Amazon is a strong buy due to significant cash flow boosts from recent tax law changes, estimated at an additional $15.6 billion. This increase, combined with its current valuation of 16.8 times price-to-cash flow (below its 5-year average of 20 times), suggests a potential 70% upside as investor sentiment rebounds and the valuation multiple normalizes. The analysis emphasizes free cash flow as a key metric for assessing a company's true financial health.

“Add in that $15.6 billion windfall. And that means almost $52 billion in cash for investors. Right now, shares trade for just 16.8 times on that price to cash flow measure under the 5-year average of 20 times cash flow. So, if that valuation increases to that 20 average on a rebounding investor sentiment, and we see a 43% boost to cash flow, that translates to a 70% upside in these shares.”

The analyst views Amazon's recent 8% drop as a buying opportunity, despite market concerns over increased investment spending. The company beat sales forecasts and earnings, with its AWS cloud unit growing by 17%. Management raised its revenue forecast, and a potential $15 billion boost in free cash flow from tax provisions could significantly increase its value, making the current 3.5 times price-to-sales valuation a good value.

“Friday's sell-off takes the stock back to just 3.5 times on a price-to-sales valuation, not super cheap territory, but a good value, and potentially a great opportunity on that cash flow surprise.”

The YouTuber suggests buying Amazon due to an unpriced-in cash windfall from recent tax law changes. He cites an estimate of an additional $15.6 billion in cash flow per year for Amazon, which would effectively double its free cash flow. This significant increase in cash generation is not yet reflected in the stock price, especially given its recent post-earnings dip, making it an attractive investment.

“Amazon's going to get about 15.6 billion... This is not priced into the stock here, folks.”

Despite a recent sell-off due to increased investment spending, Amazon's underlying growth remains strong, with AWS growing 17% and management raising revenue forecasts. The stock is now trading at 3.5 times price-to-sales, and a potential $15 billion annual boost to free cash flow from tax provisions could provide significant upside.

“Now Friday's sell -off takes the stock back to just 3.5 times on a price -to -sales valuation. Not super cheap territory, but a good value, and potentially a great opportunity on that cash flow surprise.”

The YouTuber recommends Amazon as a powerhouse tech name well-positioned in AI, developing its own chips and integrating AI throughout its operations. Despite lower sales growth, he sees it as the 'best deal among Magnificent 7 tech names' with a 3.4x revenue valuation, expecting AI to accelerate profits for the company.

“In here, you're going to want at least one of the big powerhouse tech names, and none are as well positioned in AI as Amazon, ticker AMZN, developing its own chips and services in Trrenium, along with integrating AI throughout its operations.”

The analyst identifies Amazon as a buying opportunity due to its significant sell-off in the recent market downturn. Despite concerns about consumer spending affecting ad revenue for some peers, Amazon's current valuation after the drop makes it attractive.

“But the sell-off in Amazon and Nvidia along with the relatively good valuation in Microsoft have opened up opportunities there.”

The analyst is buying Amazon shares, citing the company's breakthrough in its own AI semiconductor chips (Tranium). While not directly competing with Nvidia's GPUs, these chips offer a strong alternative for AWS cloud services, addressing cost and supply constraints. Apple is already reportedly using these chips for search and AI training.

“of the three I'm buying shares of Amazon which this this month unveiled a breakthrough in its own AI semiconductor chip these tranium chips aren't really a competitor to nvidia's GPU dominance but are a strong alternative against the cost and Supply constraint on nvidia's chips used in AWS cloud services”

The analyst expresses comfort buying Amazon on the way down, despite recent weakness and increased capital spending on AI. He believes Amazon's history of significant investment leading to substantial growth will continue, and sees opportunity at lower prices, potentially around $150 a share.

“I'm comfortable buying it on the way down”

The YouTuber suggests covering some positions in Amazon due to high valuations and the likelihood of disappointing earnings from the remaining Magnificent Seven stocks this week, following recent drops in Alphabet, Nvidia, and Tesla.

“That said Returns on the mag 7 stocks have been very good this year with the exception of Tesla Nvidia is still up 127% followed by meta up 31% alphabet 19 and Amazon 19% Apple up 133% and Microsoft lagging at 12% here but and so valuations are still pretty high on this group while investors should have some exposure to these Tech Giants long term the likelihood that we see those disappointing earnings from the remaining four stocks this week you might want to cover some of your positions just a little showing you that bigger picture here with with the sector spider.com sector tracker seven of the 11 stock sectors did close higher last week despite the loss on the overall market index.”

Hogue recommends Amazon, believing it will benefit from the influx of consumer spending and its exposure to multiple growth trends like cloud services, AI, and e-commerce. He considers it one of the few 'Magnificent Seven' stocks that still offers good value and significant upside potential.

“I like Amazon here because it's set to benefit not just from that investable assets theme that we're talking about here but so many of the growth trends that we're watching like cloud services AI and e-commerce it's one of the few Magnificent Seven stocks that I think is still a good value with a lot of upside potential.”

The analyst is long Amazon, viewing it as one of the three best Magnificent Seven stocks. He expects strong earnings growth driven by a new cost-to-serve model and efficiency programs in its retail segment, alongside continued strength from Amazon Web Services. He also anticipates a significant stock pop when the company eventually initiates a dividend, given its substantial free cash flow.

“I'm long shares of Amazon as one of the three best stocks within This Magnificent s group.”

The YouTuber recommends Amazon for its leadership in robotics, both in its warehouses and through commercialization efforts like the Astro robot. Amazon is also well-positioned in the AI trend via its generative AI models and AWS cloud services. Despite its high valuation, the YouTuber believes it will continue to dominate these trends.

“Amazon now has over 40% of its Workforce robotic from just 24% 5 years ago and more than a million robotic workers.”

The analyst considers Amazon a great company and an undervalued stock, but notes it did not meet the 'Rule of 40'. While not a top pick for highest returns based on the rule, it's still worth considering for its overall value.

“I think it's a great company though and an undervalued stock but if you're targeting the highest returns you want to focus on that growth and the companies that can convert that growth into profits”

The analyst believes Amazon is significantly undervalued, projecting it to reach a $3 trillion valuation or $300+ per share within a couple of years, representing over 100% return. This is based on a sum-of-parts valuation of its AWS, e-commerce, advertising, and subscription segments, as well as historical price multiples showing the stock trading at a discount to its five-year averages. Upcoming catalysts like Q3 earnings, the AWS re:Invent conference with potential AI announcements, and the Shopify integration are expected to drive growth.

“any way you look at this Amazon is going to double over the the next three years that's a 25 annualized return to 300 or more per share”

The analyst suggests buying any dips in Amazon stock during October, specifically around the Q3 earnings report. This is due to the upcoming AWS re:Invent conference in November, where new AI capabilities are expected to be unveiled, potentially broadening AWS's lead in the profitable cloud segment and driving future growth.

“I would be buying any stock dips here in October over in that third quarter report at the November event the company is expected to unveil new AI capabilities and services in its Amazon cloud services”

The analyst believes Amazon is very undervalued, arguing that the market is underestimating its value beyond its core e-commerce and AWS businesses, including its venture investments and AI innovations. With strong expected sales growth of 9% this year and 12% next, and trading at a rarely cheaper 2.2 times expected sales, it's considered a strong buy.

“I think the market is underestimating shares of Amazon for a share of Amazon you're basically paying for that valuation on just the core e-commerce platform and it's Amazon cloud services AWS business but you're also getting all of that Alexa Venture Investments like AI voice and other Tech Innovations”

The YouTuber recommends Amazon for its continued dominance in cloud services and e-commerce, along with the robust ecosystem it has built. While it may not offer the same explosive returns as in the past, it is expected to provide steady double-digit annualized returns, making it a solid long-term buy.

“you're still going to get that great steady returns and double digits so put this one on your buy list.”

The analyst recommends Amazon, highlighting its dominance in e-commerce and cloud services (AWS). They believe the market undervalues the stock, as it doesn't fully price in its venture investments in AI and other tech innovations, with some estimates suggesting a potential doubling of the stock price if segments were valued separately.

“I think the market is underestimating shares of Amazon for a share of Amazon you're basically paying for just that valuation on the core e-commerce platform and its Amazon cloud services business but you're also getting the Alexa Venture investments in AI voice and other Tech Innovations”

The analyst owns Amazon and expects the company to beat earnings expectations, similar to AMD, due to an overblown spread between sales and expenses. He is particularly excited about the growth in Amazon's ad revenue business, which has high margins and is taking market share from competitors, potentially surprising the market and driving earnings higher.

“I own the shares but I'm really excited about for Amazon is what management is going to say for its ad Revenue business”

The analyst recommends Amazon as a 'forever stock' due to its dominance in e-commerce and cloud services (AWS). Despite no longer being a high-growth stock, its market control and recent valuation drop to 1.7 times price-to-sales make it an attractive long-term investment, with other ventures like Alexa and AI providing additional upside.

“Amazon dominates in its two core markets with nearly 60 percent of the US e-commerce Market a number no other company comes even close to matching Amazon also controls a third of the global market for cloud services 50 more than its next largest competitor.”

The analyst favors Amazon over Google due to its underrated ad revenue business, which is growing faster than competitors and has high operating margins. He also highlights its logistics infrastructure and the potential for future spin-offs of its various business segments. Amazon is also trading at a significant discount to its historical price-to-sales average and its peers.

“I have to give the edge to Amazon here in the heads ahead head though I think a lot of things in Amazon a lot of segments are really just underrated right now especially that ad Revenue Market that has those margins so much higher than its core its core margins I think it's really going to deliver and show people the surprise people on how much the company is actually making in earnings”

The YouTuber recommends Amazon, noting its dominance in e-commerce and cloud services (AWS). He argues that the market undervalues the company, especially considering its other ventures like Alexa and AI, and points to activist investor estimates of significant hidden value. The recent sell-off has brought its price-to-sales ratio to 1.7x, which he considers attractive.

“after this recent sell-off it's now down to a place I've never seen it before shares trade for just 1.7 times on that price to sales basis Which is less than half the 2020 valuation”

The YouTuber recommends Amazon, noting its dominant market share in e-commerce and cloud services, consistent revenue growth, and strong cash flow with a net cash positive balance sheet. The recent sell-off has brought its valuation to an attractive price-to-sales ratio, making it a compelling buy given its core businesses and various growth investments.

“after this most recent sell-off it's now down to a place I've never seen it before shares trade for just 1.7 times on that price of sales basis Which is less than half the 2020 evaluation”

The YouTuber identifies Amazon as the most popular stock among his community for kids' portfolios. He includes it as a recognizable company that can help engage children in investing.

“the number one most popular stock bow tie citizens are buying for their kids you might have guessed this one with 18% of the votes shares of Amazon ticker amzn”

The YouTuber recommends Amazon due to its dominance in e-commerce and cloud services (AWS), which provides a significant competitive advantage. He believes the market underestimates Amazon's value, especially considering its ventures in AI and other innovations, and notes that the recent sell-off has made its valuation attractive, entering 'value stock territory'.

“Shares trade for just 2.6 times on a price to sales basis which is about half the 2020 valuation. And while the 58 times PE ratio still seems high, It's just a fifth of where the stock was trading at in 2017 and less than half of its five-year average so this one is actually a value stock territory.”

The analyst recently started buying Amazon shares, noting its current valuation at 3.4 times price-to-sales and 48 times price-to-earnings is historically low and puts it in 'value stock' territory. He sees hidden value in its separate segments (e-commerce and AWS) and potential from its venture investments in AI and voice technology.

“This is one stock in the list that I recently did start buying just under three thousand dollars a share.”

The YouTuber notes Amazon's valuation, which he finds less 'ridiculous' than Tesla's, and highlights expected sales growth acceleration (22% this year, 17.7% next). He points out that Amazon has one of the best analyst ratings and price target upsides among the listed stocks, but does not explicitly recommend buying, maintaining a neutral stance.

“Amazon does have one of the best ratings and price target upsides of all five stocks on our list with a buy rating of 1.2 and a price target of over four thousand dollars a share more than twenty percent above the current stock price.”

The analyst recommends buying Amazon, highlighting its strong market position, diverse revenue streams including AWS, and potential for continued growth. Even without acquiring Groupon, Amazon's core business is robust, and it has a history of successful acquisitions and innovation.

“Amazon is a strong buy. It's a company that continues to innovate and grow, and it's a leader in multiple industries.”

The YouTuber recommends Amazon, emphasizing its dominance in e-commerce and cloud services, with consistent 30% annual sales growth. Despite a high P/E ratio, he believes the company's focus on reinvestment and improving operating margins (6.6% from 5% in 2018) will drive future profitability and continued market shaping.

“management's focus has always been reinvesting to grow the business but even on that strategy the operating margin has improved to six point six percent from from just five percent in 2018 so we're just now starting to see that shift to profitability that could boost earnings from here.”

The YouTuber asserts that Amazon is also engaged in 'cloud credit loops' to inflate its cloud revenue and secure its market position. He warns that this practice can lead to an overvaluation of the stock, as Wall Street treats these manufactured sales the same as organic revenue, posing a risk to retail investors.

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

The YouTuber believes Amazon is a phenomenal business with strong bull cases in advertising, North American retail profitability, and AWS growth. However, he finds its current price of $245 to be fair value based on his conservative assumptions, not offering the 15% return he seeks. He would only consider buying if the price drops significantly lower to provide a sufficient discount.

“The stock is currently at 245. I have a low price of 107, high price of 485. And guys, 245 in the middle, 240, it's basically, in my opinion, selling for what it's worth. Now, that's my analysis of it. You might disagree.”

The analyst believes Amazon is currently overvalued, trading at $262 against a calculated intrinsic value of $240. While acknowledging its strong profit margin growth and AWS's potential, the negative free cash flow and high P/E ratio make it unattractive at current prices. He would consider it for his watch list if it drops to $200, but even then, it might not offer sufficient margin of safety.

“The stock is currently at 262. Now you look right here. I have in my watch list at 200. That doesn't mean I want to buy it at 200. That's probably not enough margin of safety for me.”

The YouTuber recognizes Amazon's strong position, particularly with AWS driving profitability and its dominance in online shopping. Despite potentially conservative assumptions in his DCF model, the projected 7.5% return at current prices falls short of his desired return, leading him to view it as a 'hold' rather than a 'buy' at its all-time high.

“It's only about a 7 and a half return percent return based on my assumptions, but it doesn't mean that it couldn't just get a lot better because some of my assumptions might be conservative.”

Amazon is a key holding in the expert's overweight 'media' sector, also straddling the online retail space. Its strong position in both technology and retail makes it an attractive long-term investment, benefiting from the ongoing digital transformation.

“Klar, da habe ich dann sowas wie eine Amazon, da habe ich sowas wie eine Alphab drin.”

Seth Klarman, a respected investor, doubled his position in Amazon after its stock dropped 18% following an announcement of $200 billion in Capex for 2026. Klarman saw this as an opportunity to buy into a strong company that was temporarily undervalued due to market overreaction to increased investment, rather than a fundamental problem.

“Set Clarman, che è uno degli investitori più prudenti e rispettati al mondo, che ha raddoppiato la posizione su Amazon, la stessa Amazon che Berkshire ha chiuso, ha venduto.”

Berkshire Hathaway, under Greg Abel, completely exited its position in Amazon, after having significantly cut it in the previous quarter. This is presented as part of Abel's strategy to clear out positions he doesn't personally believe in.

“Amazon che è uscita del tutto dopo essere stata tagliata del 77% il trimestre prima.”

Amazon is considered a top pick for 2026 due to its growth combined with a currently cheap valuation. The company is investing heavily in AI and data centers, building infrastructure that deepens its competitive moat, and AWS is showing expanding margins and growing revenues.

“I think Amazon's going to crush the S&P 500 returns over the next 5 years, but that's because the growth with the now cheap valuation.”

The YouTuber praises Amazon's acquisition of Kiva and its extensive use of operational robots, which outnumber the rest of the nation. This robotic advantage, combined with a prediction to double retail revenue by 2033 without increasing employees, suggests significant margin expansion. While not cheap, it looks reasonable.

“and their prediction that they can double their retail revenue by 2033 or 32 without any increase in employees just says to me that is going to register margin expansion in some just as Alphabet looked cheap to me last here or reasonable I should say not cheap Amazon doesn't look cheap but it looks reasonable”

The YouTuber is interested in buying Amazon if its stock price continues to fall. He views it as currently trading at 'very interesting prices' and wants to have cash available to capitalize on a potential further correction.

“Companies like Meta Amazon Salesforce, Adobe are already trading at very interesting prices. If they keep crashing, I want to have the cash ready to buy.”

The YouTuber believes Amazon is cheaper than it looks, despite a higher forward P/E than Google, due to its significant revenue growth (especially AWS) and expanding margins. He argues Amazon deserves to be at all-time highs and will benefit from AI through cost cutting and operational efficiency, which could significantly boost profits given its large revenue base. He considers Amazon a slightly safer investment than Google.

“Amazon deserves to be at all-time high, not just a bit higher than 2020.”

The YouTuber holds Amazon, highlighting its strong AWS growth (24% last quarter) and increasing in-house chip production, which reduces reliance on external manufacturers. Other growth drivers include the advertising business (22% growth with high margins) and the new satellite internet service, Amazon Kuiper, projected to add $20 billion in annual revenue by 2030. While not a 'bargain' at a forward P/E of 27 and PEG of 1.47, the diversified growth avenues and strong projected 18% annual earnings growth make it a long-term hold.

“Die dritte Aktie ist Amazon und bereits eine meiner größten Positionen in meinem Depot.”

The YouTuber holds Amazon, which is their third-largest position with 52% gains. No specific new reasons are given beyond it being a significant holding in their growth portfolio.

“Die drittgrößte Position ist Amazon mit 52% Kursgewinn.”

The YouTuber holds Amazon as his largest position within his active portfolio, focusing on growth stocks. Despite recent declines, he remains confident in its long-term potential and has added to his position during market downturns, aligning with his strategy of buying undervalued companies with strong business models.

“Allein Amazon, meine aktuell größte Position hatte im Februar noch eine positive Performance von 108% und aktuell bin ich nach einigen Nachkäufen nur noch knapp 21% im Plus.”

The YouTuber bought Amazon, highlighting its leadership in e-commerce and cloud computing (AWS), which contributes over 50% of operating profit. Strong investments in AI, including proprietary AI chips like Trainium 2, are expected to provide a competitive advantage in cost and energy efficiency for AI infrastructure. Despite a high forward P/E of 27, its strong market position offers significant potential.

“Mit einem vorwt KGV von 27 ist die Aktie zwar nicht günstig bewertet bietet aber aufgrund der starken Marktposition in verschiedenen Bereichen noch viel Potenzial.”

The YouTuber holds Amazon as his largest single stock position, citing its future-oriented business model, particularly its cloud division. He notes a significant unrealized gain of over 53% on his position.

“Die größte einzelaktie meinem Depot mit 6,4% Anteil im Gesamtwert ist Amazon das Unternehmen bietet mit der eigenen cloudparte ein zukunftsorientiertes Geschäftsmodell an und meine Position ist derzeit über 53% plus.”

The YouTuber plans to increase their Amazon position, citing its unique ability to control profitability and its strong market position in cloud computing (AWS), which is crucial for AI. Despite slowing e-commerce growth, Amazon's ability to expand operating margins and its significant operating profit make it attractive. The current P/E of 42 (forward P/E of 30) is considered historically cheap for Amazon, especially with expected earnings growth over 30% for the next five years.

“was mich an Amazon jedoch besonders fasziniert und noch überzeugt ist die Fähigkeit dass das Unternehmen seine Profitabilität gezielt steuern kann”

The YouTuber suggests buying Amazon, noting that its retail operations, especially private label and first-party inventory, benefit from cheaper imports due to reduced tariffs. This also means more consumer spending on the platform, providing a broader boost.

“And cheaper goods flowing through the platform means more consumer spending on Amazon a little bit more broadly.”

The YouTuber recommends Amazon, noting its historical pattern of outperforming in bursts followed by periods of consolidation. He points to accelerating AWS growth, surging operating income, and restored free cash flow as indicators that the stock is poised for another breakout. The key metric is returns as data center capacity fills, signaling the end of its current pause.

“In my mind, Amazon has done the hard part. Margins rebuilt, cash flow restored, AWS is reignited.”

The YouTuber positions Amazon as a Tier 4 'operator' that leverages robotics for logistics advantage, running over 1 million robots in its fulfillment network. Amazon's strength lies in system-level orchestration, integrating various robot types with a single cloud platform to optimize flow and drive multi-billion dollar efficiency gains. This operating edge is difficult to replicate, and analysts see 20% upside tied to automation expanding its margins.

“Analysts see around a 20% upside for Amazon this year tied to a lot of this automation that's going to expand its margin.”

The YouTuber suggests Amazon as an 'infrastructure layer' investment, noting that AWS Bracket provides access to multiple quantum providers. Amazon's strategy ensures profitability even if quantum computing fails, as every quantum job on Bracket consumes significant classical compute resources for pre- and post-processing, making quantum a 'double win' for hyperscalers.

“Amazon's genius is in the economics because every quantum job on bracket it burns hundreds of hours of classical compute for both the pre-processing and the post-processing. Internal AWS data shows classical compute usage is roughly 500 times the quantum processor runtime per job.”

The YouTuber recommends Amazon due to AWS's dominant market share in cloud computing and its integration of AI services like Bedrock and Q. They also highlight Amazon's rapidly growing and highly profitable advertising business, driven by consumer purchase intent, and the long-term potential of Project Kuiper for global broadband.

“Amazon now generates over 55 billion a year just in ad revenue. That's only about 8% of their total sales. Yet it drives more than 25% of its entire operating profit.”

The YouTuber is avoiding Amazon this month, expecting tariffs to increase product costs and hurt retail sales over the summer. He anticipates a better buying opportunity later in the fall.

“I would not be buying into Amazon this particular month because I expect those tariffs to really increase all the product costs and that's going to hurt their retail sales at least over the summer.”

The YouTuber believes Amazon will easily outperform the S&P 500, driven by its high-margin AWS and advertising businesses, which he sees as the primary engines for growth. He also notes the potential for 'Buy with Prime' to turn its fulfillment network into a toll road. A 5-year forecast is $344, an 85% upside.

“My quick take is that Amazon's retail business is going to eb and flow, but AWS and that ad business driving all the margin, those are the two engines that are under the hood that's going to be driving all of the sales revenue and the margin.”

The YouTuber suggests buying Amazon after the April tariffs, noting its strong performance in advertising and AWS cloud services, as well as its push into the medical sector. It has a solid PEG ratio of 1.38 and analysts project a 36% upside. However, the YouTuber advises caution due to potential impacts from tariffs on its retail business.

“Now, this is a stock that I'd wait until we hit April and the next round of tariffs to go into effect before I bought too much more. Amazon could be hit hard since they deal so much in retail. So, it's one that I'm going to watch and see how it's impacted before I make another buy.”

The YouTuber would not have bought Amazon on this dip, despite owning it from prior employment. He argues that tariffs will negatively impact its retail business, causing a drop in top-line sales and margins, which its AWS business cannot sufficiently offset.

“Amazon is one that I didn't buy because I already have a ton of stock from working there but if I hadn't owned all that stock I probably would not have bought it on this dip since a large portion of their business is in retail tariffs will cause them to have a drop in Topline sales and their margin.”

The YouTuber highlights Amazon's diverse business, including retail, drone delivery, pharmacy, satellite internet, and AWS, with AI models on its platform providing significant growth potential. He praises its strong financials and believes analysts' 12% upside forecast might be conservative if margins improve slightly.

“Amazon offers a lot, but their web services and the AI models that are offered on their platform will give them a lot of runway this year.”

The YouTuber expresses optimism for Amazon, highlighting its role as a quantum facilitator through AWS Bracket and its efforts in quantum hardware development with Caltech. The company's strong financials, massive asset base, and improving cash flow suggest significant upside, especially if it beats Q4 2024 earnings, making it a strong long-term buy despite analysts' conservative projections.

“This happens to be one where I think the analysts have it a little bit too light but hey we'll see”

The YouTuber recommends Amazon for long-term investment, highlighting that the majority of its operating profit comes from AWS, which is expected to grow exponentially. He also points to Project Kuiper as a hidden growth area that will expand AWS capabilities. Financials show improving margins, falling debt-to-assets, strong operating income growth, and consistent EPS beats, indicating a healthy established tech company.

“All the financials well they happen to be moving in the right direction and it should be a great investment long term but hey once again just my opinion”

The YouTuber highlights Amazon's strong position in AI through its AWS cloud services, which account for a significant portion of its operating income, and its growing advertising revenue. He anticipates excellent performance in the next two years due to margin upside, especially after recent cost-cutting measures and refocusing investments for 2024.

“أعتقد أن العامين المقبلين سيكونان ممتازين بسبب الاتجاه الصعودي في الهامش. ضع في اعتبارك أنهم قاموا بتسريح عدد كبير من العمال في العام الماضي وقاموا بقتل معظم تنسيقات متاجرهم الفعلية.”

The YouTuber believes Amazon is due for a breakout, citing its leadership in robotics through Amazon Robotics and its extensive use of Kiva robots in warehouses. They argue that Amazon's push for automation benefits consumers and positions the company for continued growth after a relatively flat period.

“Amazon is one of those companies that's going to grow for a lot of different reasons and they've been relatively flat for the past few years and in my opinion they are due to bust out soon”

The YouTuber recommends Amazon, citing its heavy investment in generative AI and technologies like Bedrock and CodeWhisperer for businesses. They also highlight Amazon's continued AI leverage in retail, its Alexa assistant, cashless shopping expansion, and Project Kuiper, which aims to expand its customer base by providing global internet access.

“Amazon has what's called Bedrock that is a service that's offered to its customers to tap into the foundational model from Amazon to create their own programs for their own purposes bringing a billion dollar subset of data and modeling to the masses.”

The YouTuber highlights that super investors Seth Klarman and Bill Ackman significantly increased their positions in Amazon, making it a top holding for both. The thesis is driven by Amazon Web Services (AWS), which despite being a smaller revenue segment, contributes a majority of the operating profit due to its high margins. Significant capital expenditures in AI infrastructure are expected to expand AWS capacity and meet future demand, leading to high profitability.

“So, out of their 80 billion in operating profit, AWS now brings in 57% despite being just 18% of their revenue. So, AWS is the much higher margin business. And right now they're really doubling down into, you guessed it, AI infrastructure.”

Amazon's appeal to super investors stems from its high-margin segments like Amazon Web Services (AWS) and its growing advertising business, which are becoming more significant than its lower-margin e-commerce platform. The company's shift towards these profitable areas and its massive ecosystem (Prime) provide a strong competitive advantage.

“AWS is now more important to Amazon than amazon.com and it's these higher margin business segments that really entice the bigname investors too.”

The YouTuber suggests Amazon is a buy for long-term investors who believe in its record AI-related investments. Despite a recent stock drop due to high capital expenditures, the company's balance sheet is strong, and the investments in areas like AWS and Project Kuiper are expected to drive future growth and cash flow, making the stock attractively valued after the pullback.

“Mit anderen Worten, Amazon ist durchaus attraktiv und aus meiner Sicht eigentlich, wenn es in die Anlagestrategie passt und die Position entsprechend entweder noch nicht vorhanden ist oder ausbaufähig ist noch im Depot, dann und man natürlich dran dran glaubt, dass die Investitionen erfolgreich sind, dann wäre die Aktie durchaus kaufenswert.”

The YouTuber initiated a new position in Amazon during a market correction on August 5th, viewing it as a 'no-brainer' quality stock. He highlights the successful timing of the purchase, resulting in a 23% gain.

“Amazon für mich ist das da ist sie ist für mich auch ein nobrainer”

The YouTuber finds Amazon attractive despite a recent earnings-related sell-off, noting that the company's diverse segments (AWS, e-commerce, advertising) are performing well and contributing to margin expansion. He believes the current valuation, with a forward P/E around 25, is appealing for a growth stock, even with a conservative fair value estimate of $180.

“Also das halte ich durchaus für attraktiv Amazon halte ich für eine attraktive Aktie.”

The analyst suggests Amazon is a good buy despite its recent rise, citing strong fundamentals like rising margins driven by efficiency in online retail, growth in AWS, and increasing advertising revenue. The stock appears undervalued with a P/E ratio below its 10-year average, offering an estimated annual return of 18% over the next 2.5 years.

“Amazon ist hat zieht zwar den Markt nach oben den Index weil die haben ja hier schön zugelegt 65% vom tief aber da ist immer noch Luft drin jetzt hat die Aktie auch schon angefangen bisschen zu rieren und ist etwas günstiger geword”

The analyst believes Amazon is at the beginning of a new growth era, driven by improved fulfillment capabilities leading to better cash flows, the continued dominance and expansion of AWS into AI, and the underappreciated high-margin advertising business. These factors are expected to drive double-digit growth in revenue, profit, and free cash flow.

“Ich glaube dass für Amazon jetzt erst der Beginn einer neuen er steht.”

The analyst believes Amazon is not overvalued despite recent gains, citing a low Price-to-Sales (P/S) ratio compared to peers and an expected low double-digit profit growth. The improving operating margin, driven by the higher-margin cloud business, supports a positive outlook, with an anticipated annual return of around 10%.

“Amazon ist für mich nicht heiß gelaufen ist eine Aktie wo man tatsächlich mit dem niedrigen zweistelligen Gewinnwachstum als Investor rechnen kann ist schon mal nicht verkehrt.”

Amazon's stock appears significantly undervalued after a more than 50% decline, despite facing severe headwinds in its online retail segment and a projected loss. The analyst suggests that if one has the patience for a potential prolonged recession, the stock offers substantial upside potential (30% to $110, or 19% to $100) based on sales and operating cash flow valuations, assuming margins recover and the cloud business continues to grow.

“Amazon bei Amazon ist viel eingepreist amazon hat es so stark und erwischt von der mental wie kein anderes der Top 4 Unternehmen die wir hier jetzt gecovert haben aber Amazon hat auch als auch den Aktienkurs dermaßen nach unten gezogen dass die Aktie jetzt tatsächlich günstig bewertet scheint wenn man entsprechende Sitzfleisch hat mit einer entsprechenden positiven Rendite rechnen kann”

The YouTuber advises accumulating Amazon shares during any pullbacks, believing it's a quality asset poised for further expansion after periods of consolidation. He highlights its strong business segments like AWS and Prime as reasons for long-term growth.

“Anytime you see any pullbacks or anything of that nature, you do this for me because that's your opportunity to accumulate a quality asset.”

The YouTuber advises buying Amazon on pullbacks, targeting levels like $194 or $184, especially if market negativity continues into June. The rationale is to acquire quality companies at lower prices, anticipating a rebound to previous highs like $214.

“if negativity continues to start the month of June, you should be looking for this to come back to 184. It can come lower levels 194.”

The YouTuber advises investing in Amazon, encouraging viewers to invest in companies they know and use. He positions it as a quality company to have in a portfolio, potentially as a replacement for underperforming stocks.

“Invest in what you know. Invest in what you know, like, and love. Invest in the things you use, you patronize, you are very familiar with it.”

The YouTuber includes Amazon on his radar for the next 90 days, advising viewers to take advantage of any dips, sales, or buying opportunities. He believes that sell-offs create buying opportunities that can lead to significant gains when stocks bounce back.

“Again these are just a couple on my radar for the next 90 days if you see any dips if you see any sales if you see any buying opportunities please take full advantage.”

The YouTuber suggests Amazon as a stock that will make money this year, applying the same technical analysis and reasoning as for Meta and Google. He implies it will perform well without the political and AI-related headwinds that might affect Nvidia.

“Amazon will be another one okay sitting at 23601 same thing everything I just said about meta and Google I can say the same thing about this in terms of the technicals in terms of what's going to make make you money this year”

The YouTuber lists Amazon as one of several stocks to keep on the radar, implying a positive outlook without providing specific detailed reasoning beyond general market sentiment.

“And so other ones should be on your radar guys is meta avgo okay Amazon and Google put those on your list as well okay”

The YouTuber suggests buying Amazon if it can be caught in the $178-$180 range, implying a similar bounce play as with Apple. No specific technical or fundamental reasons are provided beyond the price target.

“Another good one is Amazon if you guys can catch Amazon at 178 180ish you can do the same thing with Amazon.”

The YouTuber suggests that Amazon is currently experiencing profit-taking, which creates a buying opportunity. He advises starting a dollar-cost averaging strategy, especially if the stock drops below $196 or even to $194, as he believes it will return to levels like $198.40 and $199.34.

“you can start a you can start DCA here understanding this going to go back to this level right here whenever you see a level guys that's all you need to know that's where it's coming back to”

The YouTuber recommends Amazon as a long-term investment, suggesting it has a long runway for growth over the next one to three years. He advises checking its balance sheet, AWS performance, and e-commerce dominance, believing it can help replace full-time income.

“over the next one to three years this has a long Runway if you wanted to replace your full-time income and you ask me coach what's some plays that I could look out for what are some Investments what are some stocks that I should have on my radar guys Amazon will be one of those ones”

The YouTuber suggests buying Amazon, advocating for a dollar-cost averaging approach. He includes Amazon in a list of companies that are performing strongly, implying continued growth and strong fundamentals.

“Nvidia is one stock that I'm going to be buying, one stock that you should be buying among others such as Meta, such as Google, such as Amazon.”

The YouTuber identifies Amazon as a 'sleeper' stock that has performed well for his group. He notes its recent strong performance, up nearly 7% in after-hours trading, and suggests it will continue to move higher, emphasizing the importance of knowing which stocks to be in at the right time.

“This is one of my sleepers guys shout out to The Money Team this is one one of our plays as well we have absolutely crushed this one and knocked this one out the park and earnings has took it even higher than where we already have been getting money into that”

The YouTuber recommends Amazon, currently at $161.58, stating it 'absolutely crushed it' today and will 'continue to get busy.' He implies it's a good stock to make money in.

“Amazon ticker Simo amzn sitting at 16158 this one did his thing today absolutely crushed it sitting up 2016 Cent or the equivalent of 1.35% this one will continue to get busy you guys just continue to knock it out the park for me.”

The YouTuber includes Amazon on his list of stocks for 2024 that are expected to perform well. He suggests it's a good time to "buy the dip" as these plays are about to "run big."

“Amazon is another one that should be on your list for 2024 turns that's going to do this thing okay.”

The YouTuber advises keeping Amazon on the radar, predicting it will be one of the winners for the year. He implies it's a strong long-term investment.

“want this on your radar cuz this will be one of your winners for this year okay”

The YouTuber recommends Amazon as a quality stock to buy on dips, indicating it has continued potential for growth.

“Again guys just showing you some quality looks I've been told you about but that you can continue to get into.”

The YouTuber has high hopes for Amazon in the upcoming year, citing its consistent presence in neighborhoods and the strength of its AWS business. He recommends having it on a watch list or in a portfolio.

“Amazon is again very very consistent in all neighborhoods around America and so guys again you only got to think about AWS the online business.”

The YouTuber recommends investing in Amazon, highlighting its 75% year-to-date growth and the increasing presence of Amazon delivery vans as a sign of its consumer reach. He encourages viewers to invest in companies they use daily, emphasizing the importance of having more money in investment accounts than in depreciating assets like cars.

“Don't spend all your money every single week at on Amazon and having them dropping stuff off at your doorstep and you looking at through them through the ring and you're not investing in them as well.”

The YouTuber highlights Amazon's strong upward momentum, noting it was a 'Money Team play' bought at $145 support. He expects it to continue rising and suggests any pullbacks should be used as buying opportunities, regardless of whether one is buying calls or puts.

“this is why you buy at support 145 was our support this a money team play... any pullbacks use it as a a buying opportunity I don't care if you buy cuse or puts this one is going to keep going up higher”

The YouTuber is bullish on Amazon, stating they got in at $128 and expect it to continue its upward trajectory. They anticipate it will test the $143.70 level soon.

“Amazon design we got in this at 128 we ain't had to do nothing but let the rocket ship go off this one's up another 2.9% today and again guys knocking on the door 437 I'm going to be looking to test that level on tomorrow okay”

The YouTuber suggests buying Amazon if it pulls back to support levels. They identify $130 as a key support level, with $129 as a secondary support. The expectation is for a quick $2-$3 move up from these levels, indicating a short-term trading opportunity.

“you got support right here at we're going to just call that 130 I don't like to go with numbers like 131 so I like to always assume it's going to overshoot so 130 would be support and but if 130 fell okay you're going to see that 129 kind of hold up for you okay this is where you want to get in at this is where you want to get out at okay that's a nice $2 $3 move”

The YouTuber suggests Amazon is 'bubbling up for a double up' and is set to take off. He advises viewers to add it to their watch list and expects it to run from its current level of $128 to around $133.

“Amazon, the ticker symbol on this one is AMZN sitting at 12821 at the time it is guys it is bubbling up for a double up guys listen this play is set to take off.”

The discussion suggests that while new agentic commerce platforms like OpenAI's integration with Shopify and Etsy will increase competition, Amazon's structural advantages in pricing, inventory depth, and speed of delivery will likely allow it to maintain or even strengthen its position. The new abstraction layer might make the e-commerce landscape more competitive at the margin, but Amazon's established physical infrastructure and bottom-of-funnel dominance are seen as protective factors.

“I think the big the big marketplaces actually are structurally advantaged here. One, because you know, as much as this is a software story, the physical infrastructure side of this is why you can compete on those three pillars.”

Vannelli highlights Amazon as an example of an innovative company that is currently trading at an attractive valuation. He states that based on their proprietary adjusted cash flow metrics, Amazon is trading at nine times adjusted cash flow, which he considers to be absolutely cheap, not just relatively cheap.

“when I look at like an Amazon right in our proprietary work Amazon goes for nine times adjusted cash flow right now I mean that's just not cheap relatively that's that's cheap absolutely”

The YouTuber highlights Amazon as a company at risk from OpenAI's ChatGPT app features. Amazon currently prevents AI companies from crawling its site to maintain its position as the primary destination for shopping. However, if users shift to shopping via ChatGPT, Amazon's power as an aggregator of demand could be significantly diminished, as the point of power moves to OpenAI.

“If the choice is now to go to Chat GPT and go with whichever supplier is going to give you the product you want for the price you want, that moves that point of power from Amazon to OpenAI.”

The analyst expresses concerns about Amazon's strategic position, noting its high P/E multiple despite a relatively low growth rate. He argues that Amazon's increasing reliance on high-margin advertising revenue is deteriorating the customer experience in its retail business, and that AWS missed early opportunities in AI, leaving it playing catch-up.

“I just don't like the strategic position for Amazon today. Doesn't mean they're going to be disrupted. This is a company that just has too much infrastructure to overlook but want to get it for a really great price and we don't have that price today.”

The analyst finds Amazon's valuation (forward P/E of 31) high, especially given the retail business's lack of profitability despite high revenue. He criticizes the deteriorating user experience due to excessive ads and suggests other companies might be better positioned in the cloud.

“And if you even just look at your experience on Amazon.com or on the app, you search for something and you just get a whole bunch of ads. That's not a great user experience for a company that's supposed to be the most consumer centric company in the world.”

The YouTuber argues that Amazon's increasing reliance on high-margin advertising revenue is degrading the customer experience by prioritizing sponsored results over organic ones. This 'advertising tax' also forces suppliers to pay to be seen, potentially leading to higher prices for consumers and making Amazon less competitive. The shift away from a consumer-first approach and the squeeze on suppliers could open Amazon up to competition.

“has the user experience gotten worse I think the answer is probably yes has the supplier experience gotten worse is Amazon squeezing more of their margins by inserting more and more advertisements into the ecosystem I think the answer is also yes”

The YouTuber states that Michael Burry sold his entire position in Amazon. This action is framed as part of a broader strategy to exit tech companies that have become expensive, with P/E multiples potentially in the 25-30 range.

“CVS he sold out of toast Oracle booking holding alphabet and Warner Brothers Discovery even Amazon sold out of that position entirely”

The YouTuber points out that David Tepper slightly increased his Amazon position. This indicates Tepper might perceive ongoing value in Amazon, possibly viewing it as a solid long-term holding or seeing specific opportunities in its current valuation.

“the interesting buys I think recently are increase positions in Microsoft and Amazon not big increases but small increases in those two stocks maybe seeing some value there.”

The YouTuber points to Amazon's ownership of Zoox as an example of a company successfully pursuing autonomous driving with a more appropriate business model than Apple. He implies that companies like Amazon, which can leverage a horizontal software-like approach, are better positioned for success in this market.

“Zoox which is owned by Amazon these are the only six companies right now.”

The YouTuber views Amazon as a powerful, dominant, and growing company with diverse revenue streams beyond retail, including advertising, subscriptions, and AWS. He believes its underlying earnings power is increasing, and it trades at a lower PE ratio relative to its earnings growth.

“Amazon is a company that's powerful, dominant, continually growing. It's defeated every bare thesis over the past couple of years. It trades at a lower PE ratio compared to its earnings growth and the underlying power of its cash flows have increased significantly.”

Carlson believes Amazon is significantly undervalued, trading at the same price as Q2 2020 despite its revenue doubling and EPS quadrupling since then. He highlights the shift to higher-margin revenue streams like third-party seller services and advertising, which have grown substantially. He argues that while the stock price has been flat, the underlying fundamentals show aggressive growth and increased profitability, suggesting that current prices represent a very smart long-term buying opportunity.

“I believe investors buying the company for around 170 or 180 in 2020 made the right decision and I believe investors selling the stock today are making the wrong decision.”

Mark Mahaney, cited by the YouTuber, recommends Amazon as his top pick among quality growth companies, especially after its recent sell-off. He notes its current forward P/E of 25 is historically cheap, making it a compelling valuation for a company that grows earnings quickly.

“I particularly like Amazon with the sell off here we just bumped it up to be our number one pick”

Carlson recommends buying Amazon, believing its intrinsic value has increased despite investor concerns over higher capital expenditures. He argues that Amazon's significant investments in AI and AWS are driven by clear demand and will yield high, predictable returns, making the stock meaningfully undervalued. He also highlights Amazon's broad growth across its businesses and its high revenue run rate.

“I think Amazon is a buy today I continue to hold my full position”

The YouTuber believes Amazon is a buy, citing its explosive profit growth in 2024, nearing his previous $60 billion free cash flow prediction. He expects Amazon to continue outperforming indices due to a strong job market boosting consumer spending, growth in AWS, AI potential, robotics, and Amazon Prime Video's strong position. He raises his price target to $260.

“I'm raising my price Target to now 260 I think this company is going to go up to 260 this year”

Amazon is favored for its diversified business lines, including dominant e-commerce, high-growth AWS cloud services, and rapidly expanding advertising and subscription segments. The YouTuber emphasizes its strong free cash flow growth and the potential upside from AI and cloud computing, despite a higher valuation multiple compared to Visa.

“Amazon siempre ha cotizado los últimos años a un a múltiplo alto por todas estas cosas positivas que hemos comentado y porque estaba teniendo un crecimiento muy elevado y se espera que siga siendo elevado.”

The analyst believes Amazon is well-priced and could outperform the market over the next decade. He highlights its strong free cash flow growth, significant revenue increases, and a current Enterprise Value to EBITDA multiple that is at a 10-year low. He also notes the company's strong balance sheet with substantial cash and physical assets, and a conservative long-term growth forecast that still yields an attractive internal rate of return.

“I think this is a very interesting buy... it's a very interesting stock you might want to consider a position in Amazon if you like this kind of stock.”

The analyst argues Amazon is currently the cheapest it has been in 20 years, trading at an 18.2x Enterprise Value to EBITDA multiple, which is historically low. He forecasts a 14% annual internal rate of return over the next decade, driven by continued revenue and EBITDA growth, potential market multiple expansion, and the company's recent initiation of stock buybacks with substantial cash reserves. He believes the company is transitioning from a pure growth stock to a value stock, similar to Apple's trajectory years ago.

“I think Amazon at these levels are well priced and it's something that I have not seen in a while this stock traded for 30 40 times earnings for a long long time it's now 18. that produces a very attractive buying opportunity should growth return you could see a market multiple expansion that would really appeal for the long term uh long-term buyer”

The analyst states that if Amazon's stock price were to fall significantly, similar to past market crashes, it would become 'extremely attractive' and a definite 'buy.' This is because a lower entry price would enhance the projected internal rate of return, making it a safer and more compelling investment given its strong underlying business fundamentals and cash generation capabilities.

“If the price falls, I think it becomes extremely attractive at this valuation. Any higher, I would not be a buyer.”

The analyst forecasts Amazon to deliver a 12% annualized internal rate of return over the next decade, exceeding the S&P 500's 10% benchmark. This is based on a detailed financial model using both EBITDA market multiples and free cash flow analysis, projecting a price target of $7,300. While acknowledging the current price is not 'cheap,' it is considered 'well-priced' due to its market-beating expected return and strong fundamentals like revenue growth, EBITDA growth, strong free cash flow, and low debt.

“I'm going to give this a good rating, I'm giving it a 12% IRR because it's higher than the 10% on average the S&P 500 will generate.”

The YouTuber highlights five significant problems for Amazon, including cautious guidance for Q4 2022, slowing growth and margin compression in AWS, rising stock-based compensation leading to dilution, a negative free cash flow, and increasing costs across various segments without corresponding profitability. These issues suggest that the stock's recent decline is justified and that the company is not currently an attractive investment.

“Amazon hat jetzt 5 große Probleme | Aktie fällt 50%”

Amazon is recommended for its strong cloud business (AWS) which is highly profitable and growing over 30%. While overall profitability is currently a concern, the YouTuber believes it will improve as AWS scales and Amazon potentially reduces investments, offering significant long-term growth potential.

“Aktie Nummer 2 ist Amazon grundsätzlich ein E-Commerce Händler aber ich habe schon mal berechnet in einer some of the parts Bewertungsmethode was eigentlich das Cloud geschaffte haupttreiber für die Bewertung von Amazon ist das cloudgeschäft wächst relativ stark mit über 30 Prozent ist gleichzeitig auch mit einer operativen Marge von über 30% ziemlich profitabel dazu investiert Amazon ziemlich breit ist in vielen Wachstumsmärkten unterwegs hat also immer noch einige Wachstumschancen der größte Kritikpunkt ist wohl das unterm Strich die Profitabilität noch nicht wirklich da ist und noch nicht stark ausgeprägt ist wenn wir aber relativ sicher dass diese Profitabilität auch deutlicher kommen wird wenn einerseits das cloudgeschäft weiter skaliert und andererseits Amazon vielleicht irgendwann mal Investition zurückfährt und dann glaube ich dass da eine deutliche Profitabilität kein Problem sein sollte”

The analyst performs a sum-of-the-parts valuation for Amazon, concluding that the stock is currently fairly to slightly undervalued. He highlights that the AWS cloud segment is by far the most valuable part of the company, justifying the current market capitalization, while the e-commerce business is less significant than commonly perceived.

“für mich ergeben sich daraus drei erkenntnisse wenn wir das mit dem marktumfeld vergleichen ist amazon gerade fair vielleicht leicht günstig bewertet”