Jose Najarro Stocks on $AMZN (Oct 27, 2026)

Amazon and Alphabet may increase it.

And I I I forget in which earnings if it was this last this latest latest earnings or the one before uh the CEO of Amazon was kind of just talking about that point Steve where like many people don't I I forget he gave um he gave the actual number of like what the actual workload is in cloud and it was like so low like many people expected to be like north of like 50% I don't believe it's I believe the number he shared was it was nowhere near 50% of workloads that are are in the cloud market just yet.

uh so so for me th those are kind of more like very in between in the chips and a lot of these other components like for for NDL72 right and for Amazon being able to communicate with a lot more chips to chips you see kind of products from either Ster Labs or Credo.

But it's so hard because I also think Amazon is being left in the wind and it's a toss up. I think if if I had another if I had to choose if I couldn't choose Zuck, I agree, Steve. I think I would pick um Amazon as well.

I think Amazon Steve started really I don't know if they started late but when AI really started to take off Amazon was taking its sweet time. It was like you know what let me let me paint let me see things around them. people going like, "Ah, everybody else is increasing their capex dramatically."

Google is, Microsoft is, Amazon kind of like, at least for a time, seem like, you know what, we're not going to rush into this just yet. But now, now I feel like these guys are they're like, you know what?

I thought about it. I this is my market. I'm not going to lose it. And they just hit that acceleration in in AI investments. And Andy is is giving confidence, a massive confidence to investors.

I think in the last two earnings that this is what they need to do.