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Trades at 9x PE with mid-teens earnings growth, and pays a 6.25% dividend.

Would rather own Meta or Nvidia than Amazon, because the former have better multiples and earnings growth (for 2026). It's a wait-and-see, because it's only 11% EPS growth in 2026 and trades at nearly 30x PE vs. Meta at 22x and 21%, for instance.

Would rather own Meta or Nvidia than Amazon, because the former have better multiples and earnings growth (for 2026).

Would rather own Meta or Nvidia than Amazon, because the former have better multiples and earnings growth (for 2026).

It is a tech bellwether, tracking investor sentiment--but how long will this positive sentiment last? (Shares are up 7.5% today.) Wider market sentiment will continue to year-end, because people want to be a part of this rally.

He bets that in 2026 Amazon will do what Alphabet did this year and Apple since May. Is not talking numbers. No company has as many pistons firing as this: AWS, AI investments, retail business, the logistics business.

Doesn't know what to say. He sold this two years ago when it was worth twice as much. He can't believe the company can't fix itself, despite being a legendary brand.

It's leaning into high-growth areas of investing banking and wealth management as it controls costs. Is hitting 52-week highs. He expects news this week that they will get out of regulatory hot water. 

There's been a strange momentum recently. Maybe the Bob Iger succession news is coming soon.

The backlog for their chips is as strong as it's ever been. He doesn't see a competitor eclipsing them.

Has had 4 straight down years. It's historic how managers have destroyed this company. You can't fix it. The new NBA stars don't sell running shoes, which is another problem.

Shares are in no-man's land and up less than 4% this year, but it will go higher in the future. It trades at 32x PE, and 29x forward, with 11% EPS growth for 2026, not cheap, but historically cheap. It has always been a high capex company, but not outrageously so. They put in 3-straight higher lows. One day it will break $238. Be ready for it.

Their issue isn't fundamentals. Everybody is bullish it, but where is the marginal buyer to drive shares higher? It's a permanent compounder, but there is competition on the horizon.

They lacked the technological innovation to drive the brand into different, younger markets. They were complacent.

They primarily benefit from building data centres, from the AI play.