How The Intrinsic Value Podcast’s view on $AMZN changed

2026-08-15Bullish

“Google, Reddit, Amazon, TSMC – Are our Biggest Winners Still a Buy Now?”

Amazon is a better investment opportunity than Google currently due to more attractive pricing and strong long-term fundamentals in AI and automation.

and I believe you're pretty heavily invested in Mata Libre, Amazon, but but also Reddit and some other names, too.

But how about we jump to our other Mag 7 name in the portfolio. So Amazon has been a holding since February of this year when we bought it in the 190 range per share and it has corrected over the last few weeks.

So returns are a little lower than they were when Amazon was trading at as high as $270 per share.

Watch the source01:26

2026-08-13Bullish

“Ranking Mag7 Companies and AI Stocks”

Amazon is an S-tier investment due to its dominant e-commerce moat and AWS; AI poses limited downside risk and may increase e-commerce penetration and ad revenue.

Um I think you know both Google and Amazon had similar results where cloud grew just ex almost wouldn't say exponentially but accelerated in terms of growth um to I think growth rates especially for Amazon that we haven't seen in many years.

Um, if we look at these and I would have to choose just one company that still exists at that point, I think it would be either Google or the next one that I pull up now and that would be Amazon.

Watch the source02:21