Bullish Commentary on Amazon's Valuation and AWS Growth

3 months ago

"Number one was Amazon sitting at 219. Main reason if you kind of look at that video is due to the AWS growth potential and the overall AI market. So, I'm pretty happy that I do those videos on a monthly basis. I was also just on the live stream a few days ago and I mentioned Amazon was my favorite Mac 7 at the moment based on valuation. In the upcoming days, what I want to do is maybe relook at the Mac 7 as we've seen a lot of price increases with Google and Microsoft, but Amazon continues to impress with its strong earnings and AI-driven potentials."

The speaker highlights Amazon as his top pick, referencing its valuation at 219 and emphasizing its strong AWS growth and dominant position in the AI space. He points to consistent positive performance and signals an intent to reassess valuation as price increases continue, reinforcing his bullish stance on Amazon.

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