Meet Kevin on $AMZN (Nov 3, 2026)
AI summary · Meet Kevin
The speaker is comfortable holding a small AMZN position in a long-term bucket he expects to perform well over time; he notes Amazon's AI purchase orders have doubled since August.
BullishHe framed it in years
“The Stock Market, AMD Earnings, and Pre-Election Stream”
Meet KevinPublished Nov 3 · 3 passages
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But custom chip efforts could potentially stoke tensions with some of the backers, especially since you've got companies like Amazon, Google, Nvidia, and AMD making chips.
I don't mind a little Amazon, a little SpaceX and Tesla, you know, to me that's a bucket that's going to be deliciously gory glorious over over time.
Now, Amazon's purchase orders for AI have doubled since August.
What this channel has said about $AMZN
Meet Kevin has 4 calls on this stock; only the adjacent ones are shown.