NASDAQ:AMZN

Amazon.com, Inc. (AMZN)

266.17
-4.70 (1.74%)
as of Nov 11, 2026, 9:00:00 pm Market Closed.
1607 watching
0
COMMENT

AMZN vs SHOP? SHOP-T is much more expensive relatively speaking. However, their growth is higher than AMZN-Q. AMZN-Q is probably safer, although it is unclear how they will do in the streaming wars.

WATCH

A lot of negativity around Amazon isn't specific to Amazon. Rather, the tech companies are coming under scrutiny for anti-trust. He doesn't know how this will play out. He owns Google and MSFT instead, but keep your eye on Amazon, which are so disrupted. Also, their fundamentals keep improving, reinvesting constantly to be disruptive.

WAIT
Great success story. Forming a bit of a triangle. If it breaks to the downside, say below $1700, you'd be in trouble. If it breaks above, say $2100, that's a good sign. Stocks are non-predictive while in that pattern. New buyers should wait and see. Holders shouldn't abandon it.
HOLD
A great company, a tech stock, not retail, with great free cash flow. He likes it long-term, but wouldn't buy until a pullback. It's had a great run in the last five years. Hold it, though growth is slowing a little.
TOP PICK
It's always a good time to buy Amazon. It is always expensive. They are rolling out prime in 20 countries, and the stock should continue to grow 20% per year. AWS, e-commerce and their other businesses are all growing.
BUY

Sell Amazon and Apple now? The stock has stagnated the past two years, but it makes more money. Apple keeps investing in near projects, which is a good sign. Hold onto both of them for the long haul. He owns a lot of each.

TOP PICK
It has gone from the company that never made money to the one that makes boat loads of money. Their web services division has been big and won't slow down. Their advertising revenue is growing. They are continuing to push the boundaries on retail. (Analysts’ price target is $2254.79)
STRONG BUY
It has just pulled back off recent new highs. He thinks its a great time to buy to own over the next 12 months.
COMMENT

MSFT vs. Amazon No, they don't compete with each other. Amazon is the best cloud host, but not for small/medium-sized businesses. Instead, MSFT fills this gap very well, at they collect recurring revenue doing this, like a utility. This stabilizes their margins and increases MSFT's growth.

HOLD
He sees them still as an immature company, but still holds a little piece.
BUY
Very expensive, but the growth rate is so high. Still a very compelling story.
PARTIAL SELL
Lighten up now as it approaches new highs. It's never risen above current prices.
COMMENT

Will the U.S. DOJ break up Amazon and other tech companies? That's a VERY long process. It took 10 years in the case of Microsoft. A complicated process. Is Amazon hurting consumers? No. Consumers are getting cheap goods conveniently. In Amazon's favour, they still make up a small part of the retail landscape. A caveat: a protracted battle against the DOJ could stifle Amazon's growth and distract them from progressing.

BUY
The chances of being broken up depend on who wins the US federal election and even then it would be difficult. The revenue growth is slowing down to 17-18% but the profit margins are growing faster than revenues.
BUY
Value investors buy stocks that trade at a discount to their true value. Amazon disrupts every business they enter, like cosmetics that they announced today, and will dominate more of online retail overall. People love their instant shipping of goods. The risk are government anti-trust laws. So, the value is here.
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