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Stan Wong Amazon.com, Inc. AMZN-Q PAST TOP PICK Jun 12, 2025

(A Top Pick Jun 06/24, Up 15%)

Trades at 34x forward PE, with 20% growth rate starting next year. Technicals are positive. Shares are above 200-day MA, which is trending higher. AWS growth is reaccelerating again. Automation is improving margins. Ads are high margin and boosting profitability. Prime membership is its ecosystem, and very powerful.

$212.850

Stock price when the opinion was issued

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WAIT

They have their eye on it and you could buy with a very long term time horizon. However he would wait for a pullback. It has several different businesses, some with very high margins and some with low margins. It is more in the fulfillment business than product selling business by charging a fee for sellers. It shouldn't be hit by tariffs but sellers might. It is not cheap but has an excellent management team along with growth and innovation.

BUY

He owns it for their data centre build. 

BUY

She is overweight and bought more. Retail stores can't find workers and suffer threat. So, Amazon becomes the only alternative in retail. Their retail business is getting another lift higher now.

BUY

This is almost a pure-play tech stock and not expensive at 34x forward PE. They are investing heavily in R&D and developing new businesses. Lessening tariffs in China is another plus. This is cheap now.

BUY

Cloud business is the growth driver, sort of subsidizing the retail operations. Retail margins are much lower, only mid-high single digits. Using automation to try to decrease cost of delivery. Prime memberships provide nice recurring revenue stream. Investing in AI, which will benefit retail. Very well run and focused. Hasn't fully recovered from fears of tariffs impacting volumes.

In her firm's growth equity fund. But the pullback is prompting her to consider it for segregated accounts.

BUY ON WEAKNESS
Research based on Bob Lang of Explosiveoptions.net

Since mid-May this has formed a golden cross (the 50-day moving average crosses the 200-day) based on a solid uptrend. The MACD momentum line now shows a buy signal. Also, the Chaikin Money Flow (CMF) measures buying and selling pressure, and it's positive (the buyers haven't gone anywhere). Trading volumes remain strong. Prime Day is in full swing now, though Wall Street could be disappointed with sales numbers (he thinks it's too soon to tell). Lang targets $260-270, though he doubts that.

PAST TOP PICK
(A Top Pick Jul 16/24, Up 16%)

AWS is growing again, AI is taking share and their e-commerce is humming along. Firing on all cylinders. Like Uber, they are growing into their numbers (PE) after investing in their future.

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TOP PICK

Amazon.com, Inc. (NASDAQ: AMZN) is a global e-commerce giant, renowned for its vast selection of goods, swift delivery, and digital services. Founded in 1994 by Jeff Bezos, the company has diversified into various sectors including cloud computing via Amazon Web Services (AWS), media streaming, artificial intelligence, and more. Amazon's Market Capitalization ranks it among the largest companies globally, demonstrating its significant impact in multiple industries. However, its recent financial performance and trends require a close examination. Social media mentions are up 19.8% in the past 24h.

BUY

He'd absolutely buy for a long-term hold. One of the 3 major players in cloud. E-commerce division is still a loss leader, but still such a draw and massive threat to rest of retail. Generating free cashflow, valuation has come down, lots of growth going forward.