Intel (INTC) is mentioned as a semiconductor stock that Amazon did not purchase in its recent filing.
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The ONLY AI Stock Amazon is Buying Right Now 😯
Jun 21, 2026
The creator discusses Amazon's significant investment in Marvell Technology (MRVL), highlighting Marvell's crucial role in designing Amazon's custom AI chips (Trainium). This move suggests Amazon sees a larger opportunity in selling AI chips, not just renting them via AWS, and Marvell is positioned to benefit from this expansion and its networking solutions for AI data centers. Despite the positive outlook and even a bullish prediction from Nvidia's CEO, the creator notes the stock's hype is reaching concerning levels.
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AMD (AMD) is mentioned as a semiconductor stock that Amazon did not purchase in its recent filing.
Nvidia (NVDA) is mentioned as the current leader in AI compute, but Amazon is developing custom chips to challenge its dominance, and Nvidia's CEO made a bullish comment about Marvell.
The creator expresses long-standing bullishness on Amazon (AMZN) due to its ambitious market expansion strategies, particularly its move into custom AI chip development and potential sales.
Amazon significantly increased its stake in Marvell Technology (MRVL), positioning the company as a key partner for Amazon's custom AI chip development and sales, suggesting a strong growth outlook.
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