
NASDAQ:AMZN
This summary was created by AI, based on 84 opinions in the last 12 months.
Amazon.com, Inc. continues to be a topic of discussion among experts, with many highlighting its strong growth potential driven primarily by its AWS cloud services and increasing investments in artificial intelligence. While the retail segment showcases solid earnings, concerns regarding capital expenditures and competition in the AI space have contributed to a mixed sentiment. Analysts note Amazon's impressive performance in recent quarters, particularly its ability to exceed earnings expectations and its growing advertising business. Some experts mention the need for careful monitoring of stock movements and market conditions, suggesting that investors should approach with a long-term view while considering the valuation dynamics influenced by ongoing growth strategies.
Two completely different horses. Amazon is more innovative so it could have higher growth, but Microsoft has new upgrades, new contracts and is more stable. He wouldn't own either because FANGS make up about 20% of the index funds, so they will go down more than the others. Would buy half a position and add more depending. On a risk basis, it's too exposed to the overall market.
One of his favourite tech names that well generate a lot of free cash flow into 2021 like Microsoft. They're reinvesting aggressively, pushing into delivery through the Prime program that they're also pushing with success. All tech has come under pressure and there have been allegations of poorly paying their workers; they've raised their minimum wage to $15/hour, but under tough working conditions. Plus, there's regulatory scrutiny over them using data from third-party vendors. But he consider this short-term noise.