How Asymmetric Investing by Travis Hoium’s view on $AMZN changed

2026-09-29Bearish

“Risk Warning: 5 Stocks to Sell Before It's Too Late”

Amazon faces structural headwinds from slowing retail growth and the threat of AI agents disrupting its ad-driven profitability, making its valuation unattractive.

The number three might be a little surprising, and that's Amazon. Actually, I like what Amazon is doing in the world of artificial intelligence today. Building venture capital is what she excels at, and designing chips that improve their systems—especially on AWS—is also what she excels at.

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2026-09-21Bearish

“Is This the Beginning of the End for Amazon?”

Agentic commerce threatens Amazon's e-commerce position by bypassing the ad-driven model that currently generates over 100% of its retail operating profit.

Amazon is facing the biggest threat in 30 years to the company's dominant position in e-commerce. Company won in e-commerce by being the aggregator of demand. It wasn't the lowest cost place to shop, but it was a place that all customers went and so suppliers had to follow.

The simple way to think about this is Amazon was the app we chose to shop on over and over again. Hundreds of millions of customers getting locked in by their Prime accounts.

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