《If You Missed Palantir... These 5 AI Stocks are Next》
在AWS快速增长（4960亿美元积压订单）和广告业务的推动下，AMZN具备强劲的长期潜力，但高额资本开支对自由现金流回报构成风险。
今天，我将谈谈AMD、Broadcom、Amazon、Meta和Nvidia。Amazon、Microsoft、Google和Meta正在花费数十亿美元建设数据中心、购买芯片并确保电力供应。
Today , I will talk about AMD, Broadcom, Amazon, Meta, and Nvidia. Amazon, Microsoft, Google and Meta are spending billions to build data centers, buy chips and secure electricity.
接下来看下一个箭头，Amazon。Amazon很有意思，因为人们往往把它看作一家在线购物公司，但我认为你应该把Amazon看作实际上是几家不同的公司同处一个屋檐下运营。
Let's move on to the next arrow, Amazon. Amazon is interesting because people tend to think of it as an online shopping company , but I think you should look at Amazon as several different companies actually operating under one roof.