AMZN

But then I also spent 15 on Amazon, who I actually just made also a whole video on very recently. I think it was like the last video I made um or at least the one that I published.

But yeah, this one is one of my like most favorite core holdings for the long term. I've always loved Amazon. It's in my opinion one of the most like um misvalued stocks in the market.

I I'll just leave it at that. Go watch that video if you want a deeper dive. I go into into everything about Amazon, but I love Amazon for the long term.

It's time to go deep on a tech name, looking specifically at Amazon in our tech spotlight. I'm looking at Amazon Web's numbers and and some of the things that you said it's very interesting to you because there are three stories that are happening at the same time. Tell us more.

Look, Am- AWS grew 37% last quarter, $42.2 billion. That's a big number and I think they're going to have a big beat, yes, coming up tonight and I'm excited about that.

So now let's move on to Amazon because Amazon has surprisingly been getting hit in the market on the Muse announcements and people are getting more bearish on Amazon after Muse.

Now the first risk that I am able to identify is that if your everyday consumer is using an agent to shop then there will be less real eyeballs on e-commerce platforms like Amazon.

The second key point is that this really impacts the high margin advertising business and turns e-commerce companies into commoditized distribution platforms to facilitate sales.

Number three, in this world, e-commerce becomes a place where agents buy from and consumers never actually visit. And finally, this would also mean that Amazon loses a ton of data on its customers, how they browse, their habits, etc., which also impacts their advertising business, and how well they can actually advertise to real people.

hey, today we are talking all about the mighty Amazon, ticker symbol AMZN, who in my opinion, you know, I just very strongly strongly feel that the market has almost like no clue about how to properly value this business and the stock here in 2026 and going into the future.

And so, uh, just so you know where I'm coming from on all of this, when you look at me, the type of investor that I am, well, I I am someone who for many years now has been greatly loading up on shares on Amazon, making Amazon really by far one of my largest holdings in my own portfolio, again, for many years now.

First off with Amazon. You can see here Amazon today unfortunately put in a very significant close. It closed in the lower 50% of this parallel channel.

Now I remind you for any other new viewers this parallel dates all the way back here to January of 2023. We've navigated to the up to the bottom and back and forth all remaining within this inclining parallel channel.

The next stock I'm going to highlight as one you can buy and keep almost forever is Amazon. Amazon's strongest competitive advantage , which will be very difficult to replicate , is its fulfillment networks and logistics for its e-commerce business.

The company has spent hundreds of billions of dollars developing this network, learning how effective it is, finding ways to reduce customer service costs , and learning data from how customers buy, how they order , when they order, and so on.