AMZN 全部观点

Let's shift our focus to Amazon, where we saw positive comments from Goldman Sachs. Indeed, he added it to his list of investment convictions . Therefore, he makes some additions and some deletions.

Returning to Amazon, Goldman Sachs has once again added it to its list of preferred stocks. In fact, most analysts have a "buy" rating for Amazon, with over 90% of analysts holding bullish views on it, and the figure reaching as high as 95%, so this additional support from Goldman Sachs certainly helps.

What It means for us who We own companies like Alphabet and Amazon in Our investment portfolio?

I have I just spoke, I think We had a discussion years in the community before Two days, where he wondered People are asking whether it is from It is necessary to grant companies such Amazon and Google Microsoft multipliers It's different now that These companies became Deeper in debt Ever, but Basically, isn't that right?

In the field of online shopping , " Muse" can find the best products at the lowest prices and order them for you without the need to visit Amazon, which is radically changing Amazon's advertising business, because humans do not see the ads.

radically changing Amazon's advertising business, because humans do not see the ads. Instead, the computer programs will go to the Amazon platform to complete the purchase process.

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.

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.

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.

Amazon, I would say it's a little more worrying because it's declining significantly. Amazon had already set a new one-day record at the beginning of August, which was its highest level ever, and it has been declining ever since.

This happened with the earnings announcement, didn't it? On July 30th.

Now next up we have Amazon. This is holding number four in size, a 12% position. It's a $180,000 position, $55,000 in the green. Now, a lot of people have complained about Amazon because the stock really doesn't rock it up like a lot of other companies.

It's been a little bit of a lagard over the past five years, but if we look at the the chart here, it actually doesn't look that bad. Amazon is up 50% in the past 5 years. The S&P 500 is up around 70%.

So we have a little bit of underperformance in Amazon over the past 5 years. But if you invested in Amazon any time period during the dip, which it gave you ample time to buy, then then you've outperformed the S&P 500.

So unless you bought right at the beginning of the 5-year period and never bought again, you probably have outperformed the S&P 500 investing in Amazon. Furthermore, when we look at the 10 years, this is where it really outperforms the S&P 500.

Amazon is up 495% over the past 10 years. The S&P 500 is up around half of that. So unless you invested at the worst time period only only 5 years ago during this plateau of the stock price, that is really the only time period that you had poor performance.

The stock has actually done well and it's done so with a low amount of risk.

We will use shares of Nvidia, Amazon, Mara, and Peloton.

Well, in 2020 we saw shutdowns, and shares of Amazon and Peloton, which are two interesting stocks, declined significantly. The shares of these two stocks declined because people were staying at home and ordering Amazon products,

Well, speaking of the major players in e-commerce, your next choice, Neil, is a leader in this field. Yes, my next choice is a small company called Amazon. It's... just a small family shop. Yes, a small business from the nineties.

Oh no, I chose Google as my first choice. As I said, the second choice is also in the same category of giants, namely Amazon.

Um, so obviously when you talk about companies like Meta, by now it would be one of them, but before that it was primarily Amazon, it was Oracle, you know, a company that I didn't necessarily think about it.

Um, and then you have Google and of course you also have Microsoft.

then Amazon is partnered with Enthropic

We have a decline in Amazon and Meta shares, while Apple and Microsoft shares are rising . So, the picture is divided this morning across the " Great Seven" group.

So, let's delve into the details of Amazon's situation. However, when looking at the performance list, it can be said that Amazon is in the middle in terms of performance. Clearly, the fundamentals are very strong.

Could you please explain your point of view regarding the price movement?

Next comes Amazon. It runs an online store, and I'm really optimistic about other companies renting their computing power. This is the largest online store in human history, that's clear.

Amazon is doing an incredible amount of business. However, it's actually a combination of two businesses, right? This is what I like the most because they are now working on AI and companies are renting their computing power, which is a very profitable business.

Someone wants to know your thoughts on Amazon and how choppy it's been. so Amazon, I think Amazon trades like crap. Like what the hell?

You know what? If there's a reason for Amazon to play some catch-up, it's here and right now. If it can just get through that 21day, 50, 100 day area, we can break out. So, we started buying 249, right?

Then we got then 255 was where that area was to add some alpha to the trade. We did calls. It got to 259, 260. And I said, "Guys, we just made 10 points." And you know what? It felt like the hardest 10 points ever.

We got out of all our coals. We sold a lot of stock and now I'm still holding some going, I wish I sold all of it.

I've been talking all year about wanting to increase my stake in Amazon shares, and I've been able to do so at an attractive price . I have doubled my stake in Amazon stock. It now constitutes about 6% of my total investment portfolio, which is what I was aiming for.

Remember when I gave you my last wallet update, Amazon was making up about 3% of it, and I said then that I wanted it to get closer to 6 to 8%. Since I doubled my stake, it now represents about 6% of my portfolio.

Even Amazon's stock, for example, has declined over the past two months , yet many are currently investing heavily in the sector.

We are seeing some kind of impact on platforms like Amazon, for example, because Amazon has banned Muse from shopping, I believe, on its site.

Amazon, however, is not actually involved in this area, and it appears to have blocked the Muse app from accessing it. Amazon shares are currently trading at an enterprise value to earnings before interest and taxes (EV/EBIT) ratio of 22, their lowest in 25 years.

Growth may then slow down at a time when technology giants such as Microsoft, Amazon, Meta, Oracle, and SpaceX are investing enormous sums in artificial intelligence infrastructure.

if you look at my most important investment assets, you'll find that they usually tend to be Microsoft, Google, and Amazon. These are the giants in whom I already put most of my money .

The reason is that I feel the bigger they get , the more impregnable and difficult their competitive trenches become to penetrate.

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.