Jose Najarro Stocks 对 $AMZN 的判断变化

In the Max 7, there's one player that I see is going above and beyond the amount of money being spent. And I'm not talking just purely about the CapEx number, but the kind of commentary that management has given about where they believe AI is going. If there is one company that has given me that true confidence that they truly see as AI as a revolutionary tech and there is no other option but investing in AI and it's Amazon.

Amazon on the same day as Nvidia reported earnings said that they are planning on investing more and expanding their collaboration with Nvidia to build even more and more AI infrastructure. They mentioned that between 2027 and 2028, they're going to deploy 2 million additional Nvidia GPUs. They're going to bring Nvidia's Vera CPU and base infrastructure to AWS. They're extending their NDLink Fusion custom solution to Nvidia's high-bandwidth memory play

for those that are not familiar, Amazon is one of the few players that is incorporating their own AI accelerators with NVIDIA's component using NVLink Fusion for training and for Amazon is going to be connected to the NVIDIA ecosystem, which is crazy, right? And Amazon is developing its own AI chip and even though it's developing its own AI chip, it still wants to be put on the NVIDIA ecosystem one way or another and now they're expanding and extending that partnership even further.

They also mentioned that AWS is building AI factories for the US government including 100,000 GPUs on secure AWS infrastructure for running federal and national security workloads. They're also going to bring the open models on Amazon Bedrock and Amazon SageMaker giving customers more open model choice and they're continuing to adopt in the robotics play, right? Amazon is already a huge robotics company, but they are incorporating a lot of NVIDIA solution.

So, Amazon, right? Amazon, that big big player that is extremely extremely excited about the AI ecosystem is going even further and spending more with NVIDIA and for me, that is extremely bullish, especially if we look back at their recent earnings, right? They mentioned that they're spending $220 billion in CapEx in 2026. We will still not have enough capacity to meet all the demand we have in 2026 and I believe that dynamic will also be true in 2027. In fact, the demand we already have for 2028 is striking.

Right, so Amazon is it believes this demand shortage is going to last not just this year, not just 2027, potentially even 2028. Jassy, right, the CEO of Amazon mentions that Amazon eventually eventually AWS could be a trillion-dollar revenue player. Didn't give a real timeline on that, but it just showcases where management believes that space is headed.

They continue to mention that AI adoption is happening in massive events. First, you have the AI labs consuming massive compute on one end, and then you have enterprises capturing cost avoidance productivity gains on the other, and existing enterprise production workloads in the middle representing what they expect to be the largest absolute segment.

And this is a very key point that I think investors should know, right? Investors should know that it's not just the OpenAI's, the Anthropic's that are making money. Jassy says that the enterprise players that are buying these tokens are making money as well. And that's very crucial, right? Because you need to see that ROI, and we are seeing it here.

We see it with Amazon, we see it with Meta, right? Meta has talked about it in their advertisement space.

So, AWS is going to be the stock number two that I have here, right? The stock has definitely gone gone up a nice amount year-to-date, right? Up 17%. We've had some of those lows at 200. We were actually talking about it in this channel at the low 200s, at the 220s. At 266, I honestly still like it.

So, now we have three stocks, right? We have Nvidia, we have Amazon, we have Marvell.