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Tom Nash on $AMZN

Tom Nash has discussed $AMZN in 2 videos since 2026-10-19. The latest, on 2026-10-29, was bullish.

2026-10-29Bullish
“I’m seeing the Palantir setup again”
AI summary · Amazon is an ideal situation and a top market setup: it rose 10.5% over the past year but lags the S&P 500, with 20% revenue and 43% operating income growth; it is the largest cloud provider and, despite being punished for overspending, trades at 18x forward earnings, 0.25 forward PEG and about 3x sales.

So, the fourth out of five is Amazon. Amazon now has one of the best settings on the market. We are talking about a company that, yes, rose by 10.5% over the past year. I understand that, don't you ?

But it still lags behind the S& P 500 index. With revenue growth of 20% and operating income growth of 43%. Amazon's operating income improved by 43% over the past year. It is the world's largest provider of cloud computing .

It has a huge network ecosystem with commerce, advertising, logistics, and vertical integration, just like Google does with Tensor Processing Units ( TPUs). Their products have sold out completely through 2026 and 2027.

So, they are also rushing to acquire additional capacity. They are also punished for spending too much money . The forward PEG rate is 0.25. Are we serious? The forward price-to-earnings ratio is 18.

You can now buy Amazon at three times the sales. Sometime in the future, people will say, "Remember that time when Tom told us we could buy Amazon for three times the sales?" And you will laugh and say, "Oh, come on, nobody thought he was serious ." I'm serious. This is an ideal situation.

2026-10-19Bullish
“This Market Dip is a GIFT (7 Stocks to Buy NOW)”
AI summary · AMZN is a golden opportunity: it lagged the S&P 500 over the past five years (61% vs 70%) even as revenue grew from 470 billion to 720 billion at 20% and operating income from 24 billion to 80 billion at 43%; its forward P/E fell from 56 to 17.5, and at 3.5x sales you get a moated, vertically integrated cloud.

Another arrow I want to show you here is this one. Amazon. We also added Amazon to my list of favorite stocks. It did not achieve 1400%. In fact, it achieved much less . I achieved 61%.

But , that's the crux of the matter. Because it has been lagging behind the S&P 500 for the past five years by 61 % versus 70%, this is the opportunity, okay? You are now buying at a 3.5x sales multiple.

What you get is the largest vertical integration in the cloud field, along with Google training chips and TPUs. The ecosystem is moated, and the costs of switching are all there .

An expanding overall market , all of that is there. A request that never ends.