AMZN

We have a decline in Amazon and Meta shares, while Apple and Microsoft shares are rising . So, the picture is divided this morning across the " Great Seven" group.

So, let's delve into the details of Amazon's situation. However, when looking at the performance list, it can be said that Amazon is in the middle in terms of performance. Clearly, the fundamentals are very strong.

Could you please explain your point of view regarding the price movement?

Next comes Amazon. It runs an online store, and I'm really optimistic about other companies renting their computing power. This is the largest online store in human history, that's clear.

Amazon is doing an incredible amount of business. However, it's actually a combination of two businesses, right? This is what I like the most because they are now working on AI and companies are renting their computing power, which is a very profitable business.

Someone wants to know your thoughts on Amazon and how choppy it's been. so Amazon, I think Amazon trades like crap. Like what the hell?

You know what? If there's a reason for Amazon to play some catch-up, it's here and right now. If it can just get through that 21day, 50, 100 day area, we can break out. So, we started buying 249, right?

Then we got then 255 was where that area was to add some alpha to the trade. We did calls. It got to 259, 260. And I said, "Guys, we just made 10 points." And you know what? It felt like the hardest 10 points ever.

We got out of all our coals. We sold a lot of stock and now I'm still holding some going, I wish I sold all of it.

I've been talking all year about wanting to increase my stake in Amazon shares, and I've been able to do so at an attractive price . I have doubled my stake in Amazon stock. It now constitutes about 6% of my total investment portfolio, which is what I was aiming for.

Remember when I gave you my last wallet update, Amazon was making up about 3% of it, and I said then that I wanted it to get closer to 6 to 8%. Since I doubled my stake, it now represents about 6% of my portfolio.

Even Amazon's stock, for example, has declined over the past two months , yet many are currently investing heavily in the sector.

We are seeing some kind of impact on platforms like Amazon, for example, because Amazon has banned Muse from shopping, I believe, on its site.

Amazon, however, is not actually involved in this area, and it appears to have blocked the Muse app from accessing it. Amazon shares are currently trading at an enterprise value to earnings before interest and taxes (EV/EBIT) ratio of 22, their lowest in 25 years.

Growth may then slow down at a time when technology giants such as Microsoft, Amazon, Meta, Oracle, and SpaceX are investing enormous sums in artificial intelligence infrastructure.

if you look at my most important investment assets, you'll find that they usually tend to be Microsoft, Google, and Amazon. These are the giants in whom I already put most of my money .

The reason is that I feel the bigger they get , the more impregnable and difficult their competitive trenches become to penetrate.

Amazon is facing the biggest threat in 30 years to the company's dominant position in e-commerce. Company won in e-commerce by being the aggregator of demand. It wasn't the lowest cost place to shop, but it was a place that all customers went and so suppliers had to follow.

The simple way to think about this is Amazon was the app we chose to shop on over and over again. Hundreds of millions of customers getting locked in by their Prime accounts.