AMZN

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69 ratings is about 317 for the stock rated as a buy.

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So, the goal now is to buy these great companies, do what's called starter positions, and when we get these starter positions, we start to average down.

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A próxima empresa que a gente vai falar é a Amazon.

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tem um baita potencial para não ser esquecida em 2026.

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I own Amazon. I have no intention of selling all of it, but I'm for sure not going to buy more at these levels. And I might entertain the idea of trimming a portion of my position because we know that corrections are inevitable, especially when they pump up so quickly and so irrationally.

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Amazon stands for always a buy.

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I think Amazon's safer over the next five years.

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Meta and Amazon are very easy buys right now

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Amazon was already there, Bedrock is their AWS AI service, and it's has a menu of AI models that everybody can use on the platforms. ... Now, the market is seen that is the entire point, and it's a great investment.

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This will be Google, Amazon, Meta, and Microsoft.

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Okay, so the next one on the list is going to be Amazon. And I like them on the AI theme, of course, for their AWS and and and their their cloud services that they provide.

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Amazon is insanely underpriced, misunderstood, and super lagging behind even the S&P 500, even though it's blowing out the earnings as well.

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His stock picks were Intercontinental Exchange, American Tower, Northrop Grumman, Hershey, and Amazon.

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my Amazon.com

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I did actually buy Amazon stock in 2002.

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You can't go wrong with Amazon.

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Same with Microsoft and Amazon, the capex gap. Oh my god, Microsoft and Amazon spending so much money on AI. Guess why? Because they'll make so much money back.

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I even just added a couple more Amazon

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...I want to purchase these shares for a lower price at $260.

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for me personally, I really like Amazon and Google

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The quality of this business is so high and the growth potential of this business is so high that I'm going to deemphasize valuation. I'm going to kind of hold my nose with valuation and buy anyway.

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I bought Amazon

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I should go watch Chris's thesis on Amazon and put 20,000 into Amazon

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when it came back down to to 230, I decided to get back into shares and here we are.

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I made a post uh towards the end of 2025 saying that in 2026, I want to enter these names more heavily for a couple of reasons.

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go watch Chris's thesis on Amazon and put 20,000 into Amazon

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Then look at enterprise titans like Microsoft and Amazon, which turn massive cloud growth into 30% plus pure cash flow margins.

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Amazon, Microsoft, Google

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Like you know more than Jassy knows about his own business? Like I'm going to take that bet all day long.

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That's why I'm so hyped on Amazon, because Amazon is a company that spent 25 years building a global logistics network, distribution around the world, invested tens and tens of billions of dollars doing that, right? ... So, if I'm an investor right now, and I'm thinking the next 5 years, the next 8 years, who are going to be the big winners that no one's talking about today cuz maybe they're boring companies, I'm going to look at companies that have massive distribution moats

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Finding cash wasn't easy today, but added to my Bloom Energy and Amazon knowing it could get a lot uglier before the market rationalizes, but been here before.

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I like Robinhood, Amazon, and Google.

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If it drops I'll just buy more.

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I bought some more Google and I bought some Amazon on the live stream that we did earlier. I bought $1,000 of Google around 327 or 328 somewhere around there. And I bought Amazon around $252 or $253, about like 350 bucks.

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going in and buying things like Microsoft, Amazon, and Google.

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If I can get an opportunity to buy some of my hyperscalers, you know, my my Google position, my Amazon position, or my Microsoft position at lower levels, I'm going to take it because I get why the market's a little bit nervous about this, but I actually don't think it's anything new.

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If we see Amazon coming back down towards these lower levels, I'm buying

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I'm interested in buying Amazon if it comes back down towards the green zone

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I'd be willing to do some small dollar cost averages on Amazon if it does continue down into these lower liquidity levels trying to find some support

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maybe some Amazon

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When I can buy an Amazon with its eat weekly HCI is at a minus 2.06 and it's at a golden zone, I'm going to.

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Google, Amazon, Microsoft. If capex raises, but they're beating earnings, I'm buying because I know the market will probably want to pull back. I'll be buying.

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So, I'm going to start off with these three: Amazon, Google, and Microsoft.

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I think it is a good buy now, but I'm a value investor. I need great buys, not good buys.

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why I'm not buying Google, Microsoft, Amazon.

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I told people to buy this stock at 160. I told them to buy it at 180. I told them to buy it at 200 and 220. And I'm saying it again, Amazon to me is a must-own stock.

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established names such as Alphabet, Amazon, Apple and Nvidia.

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Below that 215 per share level.

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anytime in the past year EV to EBITDA has dropped below 15 X, I've labeled that stock a buy.

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Seventh on the list is Amazon

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I accumulated Amazon when it was far too cheap.

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People did the same thing with Amazon. I was buying.

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I will currently rate them a buy slightly leaning towards hold

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when I was telling you to buy a few months ago with the stock below $200 per share

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Analysts continue to be upbeat on the stock, rating it a strong buy

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beginning with stock number one, which is going to be one of my favorites, Amazon. Stock ticker AM ZN... So, that allows us, long-term investors, to accumulate more shares.

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And a couple of unique things to note about Amazon is yes its capex has increased and it is one of the only hyperscalers that is making a massive amount of money from AI.

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I told you last week that these stocks were no-brainers. Absolute no-brainers.

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He recently bought Microsoft, Meta, and Amazon.

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Now, guys, this list may surprise some of you. Here are the 15 stocks that are getting close to my intrinsic value based on my assumptions. What that means is, remember here, we had a current price return of low side 12.8, high side 24. This one was between These next 15 are between 6% and 9%. So, they're getting close to that intrinsic value. Those companies Copart, Qualcomm, Nvidia, McDonald's, Quest Diagnostics, Netflix, UPS Ferrari Starbucks Google O'Reilly Auto, Lowe's, Sherwin-Williams, Home Depot, and Amazon. When we have a correction, these stocks will fall with the rest of the market and I'll give them a deeper look as the price falls and gets closer to intrinsic value and even further down.

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Clarman added 47% to his Amazon position.

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he added 20% more to his Amazon stake

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The investors who bought Microsoft, Amazon, and Apple in O2 and 03 at the depths of fear made extraordinary money.

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i might be willing to buy it at 200.

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the buyin target for this one is at $200 per share.

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This is one that I highlighted just at the beginning of this year as one of my top picks.

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I've been building up more into Amazon.

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So I believe Meta, Amazon, and Microsoft are all uniquely good buys in July

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Next up is an easy one. We also have Amazon... I believe that Amazon this month is another unique deal.

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I've highlighted Amazon and Meta as my two favorite picks this year.

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So, I rate this one a buy.

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Amazon and Meta are my two top picks this year.

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the phase 3 winners, the buyers of AI, specifically Google, Microsoft, Amazon, and Meta. I have made these four companies in particular the biggest bets in my portfolio.

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I've highlighted Meta and Amazon as two companies that I think are particularly good buys this year.

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Amazon's earnings growth are so fast that it doesn't even need to grow its PE to be an attractive buy

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Amazon is one of my top two picks for 2026... it's just one of the best stocks to buy.

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I think that the stock is still a buy long term.

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I've recently highlighted both of these as my top picks for 2026. These are great companies to invest in…

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I believe the stock is a strong buy today.

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I'll continue to buy any dip

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I still believe it's a great time to buy this stock.

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two stocks that are the best buys for 2026. These are the best buys... The two companies are Meta and Amazon.

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Então, algumas gigantes subiram mais, Google subiu mais, a Nvidia também subiu agora no final do mês, mas também tinha corrigido mais forte, Alfabet, aliás, a Amazon, a Tesla também tinham corrigido e agora tão se recuperando. Então, elas estão com eh bem pouco rentabilidade, né, lucro nos últimos 3, 4 meses para quem segurou elas. E justamente isso que é o meu foco, né? Meu foco é daqui a pouco a gente tá finalizando essa fase lateral ao longo dessa semana. Então é um momento de consolidação, não de não de euforia, tá pessoal? ... Então, eu tô bem bullish em relação a elas, tá?

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Amazon and Meta, my two favorite, but I'm thinking about the next 5 years.

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Amazon has to be a core position in everybody's portfolio. It's a core position in all my portfolios.

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Amazon I rank a nine. A nine. That's very high ranking here for Amazon, which means it's definitely a buy right now.

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and then also own Meta, Amazon

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Number three would be Amazon.

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Look at when I bought many of my Amazon shares, right? Coming out of that 2022 crash

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stocks like Meta and stocks like Amazon, it's a great 10-year opportunity

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If you want to go big tech, there's some great opportunities out there like Meta, like Amazon

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It's always a buy.

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Amazon is always a buy.

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Listen, a Amazon stands for it's always a buy. It's always a buy. Uh, you know, there's never been a time period in Amazon's history where it has not been a buy... It's still a buy. It's a buy. It's a buy.

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They are and continue to be the place where you would build out your portfolio, or at least start thinking about building out a portfolio here.

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part of a diversified tech portfolio should include semiconductor companies, but also the actual end market companies as well. Not just software, but also companies that include software and infrastructure and other services like the hyperscalers.

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I am continuing to buy Amazon because Amazon has been one of the top stocks that I have been buying in the market over the past couple of months.

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I have been buying a lot of Meta and Amazon in the market.

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I thought Amazon was the most obvious buy in the market at the time.

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I have chosen to purchase... Amazon over Google

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I chose to invest in Amazon and Meta because Amazon is an infrastructure layer that benefits from the increased adoption of artificial intelligence

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I have chosen to purchase Meta and Amazon in my portfolio instead.

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why I think that it is looking like one of the best buys in the market right now.

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I'm long for those that don't know you know Google and Amazon

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I'm looking to get back in onto onto Amazon especially especially if it somehow gets under 240. I'm going to build out that position again.

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Now might be the time to start scaling in.

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I think a better buy range for Amazon for a swing would be 250 to 255 once we fill this gap.

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I'll be buying a ton more Amazon at that point.

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I think it's a it's a long-term opportunity. Not for every stock out there, uh but for a select few here, they're making the investments, and I think they're going to pay off.

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I also sold the $275 Amazon calls that expire on July 31st, same day as the Nvidia ones.

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that's why I'm in stocks like Amazon, uh, because I think they're going to benefit massively, uh, this efficiency wave that we're going to get with, you know, automation, robotics.

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we added Nvidia and Micron to our value portfolios as well as Amazon and two years ago Google.

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people that were anchored to building the position in Amazon, in Apple, in Alphabet, which were the leading Mac 7 year to date, like Berkshire.

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He has an outperform rating on the stock.

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The reason why Amazon is on this list is the same reason why Microsoft's on this list.

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For Google and Amazon, you you have probably have lower cloud growth that you have to figure out how to plug that gap somewhere else. But the free cash flow number that everyone's worried about um being so negative. It's not it's not a new normal like I think many are assuming it it is. It's a matter of let's cut capex by 30 billion next year and watch free cash flow magically spike higher. And that will happen.

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Starting with number one, we have Amazon.com.

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So, you want to build a bigger position in Amazon or you want to open one, it's definitely a good area to do so and then look for under it $250, $240 if you want to accumulate more and more.

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I can say the same thing with an Amazon.

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of course a Google an Amazon if you don't have enough of those can always go and check with those types of names because at the end of the day they are the ones that have the money

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I think of Google and Amazon from that perspective.

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I do think um they're in good buy zones. Uh most of them uh Google and Amazon are the two favorites I have, but I haven't bought it yet.

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Amazon, ticker AMZN, one of the biggest companies but also a big surprise for me showing up on this list for both politicians here.

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I actually put the money back into Amazon.

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I would be holding off on this one.

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Amazon is something I would not be considering.

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I think it's a buy right here.

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I added to Amazon, too.

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selling around 25% of that position this quarter.

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The base of the pyramid is the quality compounders, Amazon and Google. Massively profitable, flagged undervalued by independent research, on sale because of a spending scare that the earnings are already answering. This is where most of a dip buyer’s money should go.

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Amazon

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Amazon

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if they do drop far enough, I'll definitely take part in some of them, specifically Microsoft and Amazon.

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Amazon took a huge dip earlier this year from like $240 down to under $200 and when that happened, I informed my Patreon group that this just doesn't make sense and the stock was way undervalued at that point.

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At forward 2028 P/E ratio of 19.4 times, the stock looks a bargain at current price and on any dips from here on.

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First on our list is Amazon, ticker symbol AMZN, which carries a direct equity stake in Anthropic at a magnitude the stock market hasn't fully priced in.

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Trimmed 1.2 million shares of Amazon,

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Moving to our second high conviction recovery play, Amazon, ticker AMZN, represents an enterprise transforming massive artificial intelligence capital expenditure into an unbeatable efficiency moat.

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She scooped up tens of thousands of Amazon shares hovering near all-time highs

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our third stock is Amazon, AMZN.

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It's a buy and ranks third

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So Amazon it's a buying stages. I would accept near-term negative free cash flow because AWS growth and commitments.

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I find it attractive at 8%, approximately fair at 9% and expensive at 10%

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Amazon for me is a buy accumulate, but not because 22 times reported earnings is cheap.

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for me, Amazon ranks seventh. It remains a cautious buy in tanches

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At number two, Amazon. AWS is accelerating and the central model still offers around 15% upside. So, I’d give this a cautious buy.

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So my verdict would be buy cautiously or accumulate gradually rather than chasing the entire position immediately.

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I'd say buy before earnings, but not a full position.

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I'd give it the buy rating.

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I classified as a buy today.

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another double strong buy from Wall Street and Quant.

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buying Amazon and Meta

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Disney, Alphabet, Nvidia, and Amazon all get trimmed

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essas empresas se tornam claríssimas oportunidades, muito mais óbvias até do que as empresas mais vetadas

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Their Amazon Web Services business on fire. The stock's gotten pretty cheaper.

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You can't wait until next year to buy the stock of Amazon. And that's why it is a screaming buy with the stock trading at about 20 times this year's earnings.

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I've got more shorts than longs, and I'm hiding out in the bigger cap names because if you look at some of them, the good news is this last quarter was actually very good for the cloud infrastructure names. If you look at Google, Amazon, Microsoft, their revenue growth for the March quarter was 35% in their cloud businesses.

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THE MAGNIFICENT FOUR ARE THE WINNERS.

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I'd rather buy Marta Libre, but I first of course I'd like to buy Amazon, which I mentioned is one of the top five stocks this morning that I would buy at our club meeting.

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I like PARTICULAR, GOOGLE, which I know has had a tough week this week or sold off, I'm sorry, last week off their earnings. And Amazon, these are the ones that I just think have the whole package to kind of pull things together and ride out any kind of battle that takes place over the coming weeks.

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we own Amazon on that side and the sunny side

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I'm calling Amazon dead money.

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inclusive, eh, a Alphabet, né, que é o Google, né, depois mudou de nome, virou Alphabet e o Facebook, né, que virou meta e Amazon, mas são inteses que a gente já carrega há vários anos

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I'm going with Amazon S tier also because of robotics.

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Amazon was number one on both groups and stocks like Google, SoFi, Adobe, Meta, Nvidia, PayPal, and Uber were shared by both list.

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In third position, Amazon. 11 YouTubers suggested it in total, including big names like Jeremy Park, Couch Investor.

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I did a long for Tesla and a long for Amazon right there.

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when it comes to Amazon, I think the default position for most investors should be to hit the buy button.

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you might as well buy Amazon

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I'm looking for that trigger breakout potential just above 265 for a rally all the way up to 280 plus. And if they do break and hold that 265 level, same thing forth I like the 270 strike calls.

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I think those are going to continue to lead this.

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when you see what Amazon just did

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Microsoft and Amazon, they they are emerging as the winners because they're delivering the clearest connection between AI spending and measurable, measurable demand.

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I listened to all three of those calls, visa, Amazon and Microsoft.

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Cantor Fitzgerald, interestingly enough, lowering their price target to 320 from 330 but maintaining an overweight rating.

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Barclays raising their target to 365 from 330, keeping an overweight rating,

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pivotal raising their target to 3.33 from 320. Keeping a buy rating.

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TD Cowan raising their target to 350 up from 340 keeping a buy rating

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J.P. Morgan raising their price target to 3.65 from 3.30. Right now we're at 2.71 for some perspective. Keeps an overweight rating.

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Are they still buys as they move higher this week and why those those companies are showing that the demand is accelerating.

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we have a strong buy rating and a 335 target price

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it looks like sentiment leading bullish on Amazon.

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any negative reaction to that kind of increased spend is, is, is an opportunity in my mind.

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The new trader here could certainly position themselves on the long side if they were feeling bullish with a good risk versus reward opportunity.

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I'm pretty much bullish across the board here across Amazon, Google meta Microsoft Nvidia and micron as we sort of look across some of the big names that we talk about as you look out the next 3 to 5 years

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THAT'S WRONG. THESE STOCKS ARE CHEAP. I THINK IT IS TIME TO BUY. BUY. BUY. TO BUY.

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Astonishing gain, and I don't think it's done.

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When you look at the results, AWS saw revenue growth accelerate 9% from the March quarter to the June quarter at 37% growth. But more importantly to me is the operating margins also expanded by a percent.

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Having said that, all three are winners. The only difference right now is valuation. Amazon's the most expensive, Google the second, and Microsoft the least expensive.

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said the same thing about Meta and Amazon for those reasons

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We own Amazon on that side.

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when I look at companies like Walmart and Amazon in the retail sector, um I feel really good about where they're going because they are built to be integrated online, offline, new retail companies.

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I added to Amazon too.

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I still like Amazon.

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the AWS I think it's going to go insane

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Now, stock number three is Amazon, right?

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if there is one company that has given me the 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.

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The next one is the kind of hyperscalers that are already working with Marll. Amazon is the first and Microsoft is the second. Now, I'm a little hesitant on buying these because we did buy them a lot cheaper when we were kind of in the 220s below. We bought Amazon in the sub400s. We were buying Microsoft. So, bullish long-term, maybe not right now for individual stocks unless I'm dollar cost averaging.

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Some of the best companies in the world, like Nvidia, Amazon, Meta Platforms went through massive drawdowns after their IPO. For patient investors, those can be great buying opportunities.

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if if I had to pick one name and I don't touch it for the next decades, it's probably this one

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Amazon at the top of my rankings here.

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My three is Amazon.

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I am not buying Google or Microsoft and instead I am buying Amazon and Meta.

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The infrastructure companies, like Amazon Web Services, hosts five quantum hardware providers on a single cloud platform... So, let me bring this back... They're stronger now than they were then, and they still get the largest slice of the allocation because they win regardless of which architecture is going to come out on top.

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SO WE SAW THIS IN THE NEXT SEASON WERE MICROSOFT AND AMAZON THEY GOT REWARDED BUT META- GOT PUNISHED AND SO AT THIS POINT, THE COMPANIES WE WANT TO BE INVESTED IN THIS COMPANIES THAT ARE CAPABLE OF STORING THOSE BOTTOM LINE RESULTS.

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THINK ABOUT DELL, MICRON, AMAZON, GOOGLE, HYPER SCALARS, CHIPS, HARDWARE THAT TAKES IT, THESE ARE THE WINNERS.

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we continue to like the stock and think that fundamentals are getting stronger.

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we have a 300 target on Amazon we did faded it to 75 but now us down even again today and we are adding up

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WHAT'S FASCINATING ABOUT AMAZON IS THE FUNDAMENTALS CONTINUE TO IMPROVE BUT THE VALUATION IS AT THE LOWEST LEVEL SINCE OCTOBER OF 2008.

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Look at Microsoft 23%, it looks great. Google, Apple, but of 294% year over year and Amazon earnings to 42%. It makes you comfortable enough to tell clients okay to add to your positions, but would you wait to pull back?

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YOU LIKE AMAZON AND RTX AND YOU HAVE REITERATED, THIS IS A BEAUTIFUL BREAKOUT BY THE WAY.

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IF YOU ARE SHORT ON CASH, I WOULD DO GOOGLE AND AMAZON, MICROSOFT, THEY ARE THE BIGGER PLAYERS AND SPACEX

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I'd be buying Amazon.

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we own it, I'm not going to buy it on the rally. If it pulled back I'd buy some

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I WANT A LONG DURATION PLAY, AMAZON AND THINGS LIKE RESULT.

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YOU STILL SAY AMAZON IS TO CHEAP STILL

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WE SAID LIGHTEN UP ON THE MAG 7

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GOING BACK TO AMAZON MUCH OFFICIALS REWROTE THE RULES, THEY BEAT UP THE START LIKE CRAZY, HE'S LIKE I'M DOING SOMETHING LIKE TO VISIT IN THE END PEOPLE WHO BOUGHT AMAZON WEAKNESS HAVE BUILT UP MERCHANT.

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VERY MUCH IN PLACE AND WILL ALWAYS BE LUMPY BUT LOOK AT THEE PACE OF INNOVATION, NVIDIA, AND THE NEW ARCHITECTURE WILL BE RAMPING THE NEW PLATFORM AND MICROSOFT COMPUTE CONSTRAINTS SO AS LONG AS THE COMPANIES NAVIGATE NEAR-TERM AS THEY HAVE TO WHILE INVESTING LONG-TERM, I THINK IT CAN NEW TO CREATE ADDITIONAL SHAREHOLDER VALUEUE FROM HERE.

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WE LIKE THAT.

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With 39 current analyst ratings, Amazon nearly comes in as a unanimous strong buy with 38 buys and one hold.

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we continue to like Amazon for that positioning

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I have a couple of big, big infrastructure plays that I do really like, though, my, some of my favorites, which of course, I own in my fund, the rest of our fund, our, Alphabet and Amazon, they are two of the biggest, infrastructure plays that are building out this infrastructure.

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Would you say those are still your highest conviction picks? Yeah.

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I would also say Amazon as well.

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we love Amazon and we like Amazon a lot.

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I also like Amazon here.

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Top to top consumer discretionary pick right now. Amazon.

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I'd add to Amazon

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and what Amazon has to say.

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AT LEAST THE ONES WE LIKE -- BROADCOM, NVIDIA, AMD, AND USERS LIKE AMAZON, MICROSOFT, GOOGLE, ETC., WE THINK THEY ARE PLAYING INTO A VERY QUICKLY GROWING MARKET.

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they're investing around 200,000,000 into Amazon

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I think set this, this stock up to to continue to like outperform going forward, for sure.

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WE STARTED ADDING IT TO OUR VALUE PORTFOLIO ACTUALLY USED PROCEEDS FROM APPLE EARLIER THIS WEEK TO CONTINUE THAT.

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What was our big tech stock pick for 26? >> Amazon.

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My my pick, Amazon, still related to AI but mostly diversified.

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stay away from hyperscalers.

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I think Amazon is the best positioned because I think they can win in very very many ways.

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Google's in the middle plus or minus. Meta's definitely a minus. So, Google maybe. Amazon for sure. Microsoft for sure for now. Apple, yeah. They they got their own problems going on.

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I think CapEx is going up from Microsoft, Meta, and Amazon on net, but I don't think it's going to be impressive enough to drive upside in AI stocks, and then you're going to sell off your hyperscalers for spending more.

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Maybe that's Microsoft, maybe that's Amazon.

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Google's falling Amazon Meta Microsoft Oracle, they're all dead. They're all going to fall more than 50% from highs.

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we'll switch our holdings in our portfolios more towards the hyperscalers and and you know the Microsofts, the Amazons, the Googles, the guys that are benefiting from the actual data center revenue. That's where you want to have your money invested then.

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Amazon. This is one of my favorites. I want to buy all I can get of this.

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The buys for last year, Alphabet, Amazon, Nvidia, plus Visa shares.

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Amazon, from now until 2030.

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we're going to be watching for a post-earnings flag opportunity here uh for this to then follow through through that 280 plus area, okay?

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we're going to be watching for a post-earnings flag opportunity here uh for this to then follow through through that 280 plus area, okay?

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if you go out and buy a share of say Amazon, you become one of the owners of the Amazon corporation.

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Amazon stock may still look like a buy today. It may still be undervalued.

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These are the exact companies that big money piles into first when they rotate back into stocks. So holding them before that rotation is exactly how you get in early and double your money on a stock like Google.

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I switched out Amazon for Micron

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I'm long Amazon. I've been long Amazon this entire year buying steadily and I've been heavily rewarded for it right now.

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We've got the SPY, Nvidia, Amazon, QQQ, Meta, and Tesla. Tesla doing the worst... are all operating still under a sell signal, which means they can go lower.