Meet Kevin on $AMZN (Nov 9, 2026)
The speaker owns AMZN and is a big fan, counting it among the favored AI enablers he is overweight (with Meta, Microsoft, SpaceX, Nvidia); beyond that stance he gives no company-specific thesis, noting only that Amazon's spend commitments doubled since this summer.
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the argument is somewhere between capex growth uh around 45% is uh capex growth expectation for or sorry Azure growth expectation for Amazon.
among the AI enablers we favor I just don't like Google Amazon Meta Microsoft SpaceX totally agree while Nvidia isn't a hyperscaler it plays a key role totally agree
They say they're overweight Amazon, Meta, Microsoft, SpaceX, and Nvidia. Me personally, I like every single one of those names.
Amazon, I own MA, Amazon, own Meta, own Microsoft, own Nvidia, own SpaceX. Big fan of all of these.
Uh Amazon spend remember their spend commitments doubled from this summer.
What this channel has said about $AMZN
Meet Kevin has 4 calls on this stock; only the adjacent ones are shown.