
"The first thing, Amazon, it's a top five position in my portfolio. And I want to acknowledge the internet was shut down yesterday. If you were affected by this outage, own the company. Because if you're bitching about Snapchat not being available, about some of your apps not being available, it's because of Amazon. That's how big AWS is. You want to own a company that can shut the world down."
The speaker underscores Amazon's dominant market position and resilience during a major internet outage, noting its highly rated quant score and emphasizing that owning Amazon gives you exposure to a company capable of impacting global connectivity.
⚡ Core Portfolio Gains Outage Opportunities, Algorithm Beasts, & Rare Earth Rallies! 🚀
October 21, 2025
Company Opinion