AMZN 全部观点

It's time to go deep on a tech name, looking specifically at Amazon in our tech spotlight. I'm looking at Amazon Web's numbers and and some of the things that you said it's very interesting to you because there are three stories that are happening at the same time. Tell us more.

Look, Am- AWS grew 37% last quarter, $42.2 billion. That's a big number and I think they're going to have a big beat, yes, coming up tonight and I'm excited about that.

So now let's move on to Amazon because Amazon has surprisingly been getting hit in the market on the Muse announcements and people are getting more bearish on Amazon after Muse.

Now the first risk that I am able to identify is that if your everyday consumer is using an agent to shop then there will be less real eyeballs on e-commerce platforms like Amazon.

The second key point is that this really impacts the high margin advertising business and turns e-commerce companies into commoditized distribution platforms to facilitate sales.

Number three, in this world, e-commerce becomes a place where agents buy from and consumers never actually visit. And finally, this would also mean that Amazon loses a ton of data on its customers, how they browse, their habits, etc., which also impacts their advertising business, and how well they can actually advertise to real people.

hey, today we are talking all about the mighty Amazon, ticker symbol AMZN, who in my opinion, you know, I just very strongly strongly feel that the market has almost like no clue about how to properly value this business and the stock here in 2026 and going into the future.

And so, uh, just so you know where I'm coming from on all of this, when you look at me, the type of investor that I am, well, I I am someone who for many years now has been greatly loading up on shares on Amazon, making Amazon really by far one of my largest holdings in my own portfolio, again, for many years now.

First off with Amazon. You can see here Amazon today unfortunately put in a very significant close. It closed in the lower 50% of this parallel channel.

Now I remind you for any other new viewers this parallel dates all the way back here to January of 2023. We've navigated to the up to the bottom and back and forth all remaining within this inclining parallel channel.

The next stock I'm going to highlight as one you can buy and keep almost forever is Amazon. Amazon's strongest competitive advantage , which will be very difficult to replicate , is its fulfillment networks and logistics for its e-commerce business.

The company has spent hundreds of billions of dollars developing this network, learning how effective it is, finding ways to reduce customer service costs , and learning data from how customers buy, how they order , when they order, and so on.

In addition to them, Amazon and Netflix.

I will use an arrow Amazon. I love Amazon a lot. I believe It's a great company, and I I am very optimistic about The future of this stock. So I already have 709,000 Dollars invested in Amazon.

For example, if it arrives Amazon's stock to 261, Isn't that so? it will be " In the money." But, if that happens in August of next year Believe me, there won't be any left. A lot of time in The option will not be valuable It's big because "inside Money" in dollar amounts Only one.

There are no more Time remaining. And you can To imagine, all of this The installment you pay Its value is $41. A large part of it will decay. So, this will The option is worth a few Dollars in August Next, right?

If it's "inside the money" In dollars, its value will be One dollar on The least plus The value of time, but it is on It's unlikely he'll even reach $10. probably To be just a few Dollars.

Now, the third stock is Amazon, right? Amazon's stock is now priced at $250, and since the beginning of the year, it has risen by 13%. We talked a lot about this stock when it was in the $200 range , and also in the $210 and $220 range .

For me, Amazon's future price-to-earnings ratio is definitely more expensive than other competitors, at 27, but compared to its historical averages, it's cheap. It's very, very cheap .

So those are some names. Finally, the one that's frustrating everyone. Uh but I am very bullish the company. I don't have a position right now. It's been messy. I did mention this morning it looked like it would wake up is Amazon.

I think given last quarter's numbers, given how it's lagged the past five years, uh, as long as, you know, Jeff Bezos doesn't get in our way and keeps selling, I think that stock is still going higher and we'll be 300.

In today's video, we will discuss the new lawsuit filed by the Federal Trade Commission ( FTC) against Amazon, specifically regarding their advertising platform, where the commission is seeking compensation of up to $20 billion.

Here you can see all the holdings within QMVP, most notably Microsoft, Apple, Amazon, Broadcom, Nvidia, Google, and Meta. Okay, let's now delve into the video and start talking about the Federal Trade Commission's ( FTC) lawsuit against Amazon, what the reasons for this lawsuit are, what mistakes the commission claims Amazon made, in addition to Amazon's response that it published on its website .

the first stock I'm going to highlight as a great buying opportunity is Amazon. I've calculated a fair value for this stock at $314 per share and the current market price is $261.

Given that difference, I calculate roughly 20% upside over the next 12 to 18 months for Amazon stock. The company's most recently completed quarter was excellent, reporting accelerating growth in its AWS segment with expanding margins approaching 40%.

Let's focus on the one-year chart for Amazon. The stock is down around 10% since hitting its all-time [music] high on August the 4th. This obviously has [music] to do with some of the new challenges it's facing.

And obviously, we're watching the FTC alongside bipartisan coalition of state attorneys obviously taking aim here. I mean, we're seeing a reaction to the downside for Amazon similar to the reaction we saw yesterday near the close when this information first broke that this lawsuit would be being filed.

Amazon got sued by the FTC. The wire feed tells us that Amazon's FT or the FTC's uh claim fundamentally misunderstands how advertisers operate and that the FTC's own complaint sites no evidence of consumer price increases.

You could see Amazon did get hammered initially all the way down to 257 from 261, just a little more than a 3% decline.

In the Max 7, there's one player that I see is going above and beyond the amount of money being spent. And I'm not talking just purely about the CapEx number, but the kind of commentary that management has given about where they believe AI is going.

If there is one company that has given me that true confidence that they truly see as AI as a revolutionary tech and there is no other option but investing in AI and it's Amazon.

Moving on to Amazon started the week at 261. Shares caught a bid late in the week, up nearly 1.8% 8% to finish the week at 266.

AWS and Nvidia striking a strategic partnership for $2 million 2 million additional GPUs. It's going to cost way more than $2 million. 2 million Nvidia GPUs is billions of dollars.

This is on top of the 1 million GPUs that Amazon agreed to buy starting in 2026.