Amazon.com, Inc. (AMZN)

Reported record Prime Day sales. Seeing a rotation out of some of the Magnificent 7, but that's just day-to-day noise. Do you think AMZN will be selling more or fewer products to your house in the future? Probably more. No dividend.

Likes the fixed-cost structure, amazing operating leverage, an inflection in margins in US and international retail. Cloud growth, tremendous advertising business. So many tailwinds. Valuation of 21x EBITDA quite inexpensive. Expects double-digit earnings growth for many years to come. Of all the Mag 7's, in the best position for growth going forward.

They've rebounded from overbuilding fulfillment cetnres during Covid and now their e-commerce business is doing very well. AWS also doing well. They have a new AI offering. Earnings are rising faster than the stock price, so its PE is actually declining. They have their fingers in many pies.

Even if the FTC broke this into pieces, he would still own this, which is a major holding for him.

He bought it in recent months. Strong fundamentals. He can live with 34x forward PE. It's now one of his biggest holdings.

Is hitting another high today. The CEOs cost-cutting in previous quarters is now bearing fruit in 4 straight quarters of revenue growth. It wasn't hard to see that coming. $240 is a reasonable price target. Watch what happens to them applying AI to their AWS, because that will raise shares to that target.

Great company. Expensive for a reason. Can't argue with the trend. The business has a lot going on, not just one thing. A bit overvalued. Buy it if it pulls back to trendline.

Can be a core in almost any portfolio. Technically, broke through resistance; that should now be the floor, and stock should continue to appreciate. Good name, in all the right places, stick with it. Perhaps 20% upside from now.

Very strong business. Good for long term investors interested in tech space. Ability to generate cash continues to increase. A.I. trend will also benefit the company. High stock price valuation not a concern - lower than it has been historically. 

Amazon sells anything that you can go from a CVS or Walgreens cheaper and will deliver it on the same or next day. Shares hit a new 52-week high today.

Excellent company with very high margins. Earnings expected to rise. Seeing value even at the current price. AWS, cloud computing & A.I. tech very strong. Very good for long term shareholders. 

Turnaround by new CEO. Expects $50B free cashflow in 2024, could be used to pay down debt and start a dividend. An AI play. One of the top providers of cloud data storage. Improved retail margins. Continuing to win e-commerce market share.

Is taking profits to buy Apple. 

Great CEO. Operational margins are growing at 40% year over year.

He bought more Amazon. The economy will continue to be strong and Amazon will benefit across all fronts: AWS, retail and logistics. Trades at a reasonable 35x with a good growth rate ahead. He expects them to beat earnings estimates. He now owns a big position. The chart looks like it will break out.

Behemoth, not a lot of serious competition. Dominant in e-commerce, digital streaming. #1 in cloud, with 32% market share. Becoming dominant in AI. Digital ad business has very high margins and is scaling very quickly. Very strong balance sheet and cashflow, giving it flexibility. No dividend. 

AI strategies being applied across the board. Technically, clear uptrend. Outpacing broader S&P index. 30% growth rate going forward.