Daniel Pronk on $AMZN (Oct 28, 2026)
The speaker thinks Amazon is cheaper than Google and offers much greater value, so he plans to buy more Amazon shares rather than adding to Google.
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Therefore, Google is similar to Meta and Amazon, as it has become negative free cash flow in order to build AI infrastructure.
Another thing I do every quarter is track the growth of advertising revenue for Google, Meta, and Amazon. Amazon , as you know, will be announcing its earnings tomorrow, so I will include its numbers in these charts when I prepare Amazon's earnings video tomorrow after closing.
But overall, I still think Meta and Amazon are cheaper, and my focus will be on buying more Amazon and Meta shares in my portfolio rather than adding more Google here, simply because I think those companies still offer much greater value.
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Daniel Pronk has 7 calls on this stock; only the adjacent ones are shown.