Walmart is mentioned as a comparison point for Amazon's valuation, noting that Amazon now trades on a lower forward P/E than Walmart.
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Something Big Is Happening to Amazon
Apr 6, 2026
Despite strong analyst ratings and a fundamentally sound business, Amazon's stock has underperformed, down nearly 10% year-to-date. The creator discusses the reasons behind this sell-off, focusing on the high cost of AI infrastructure and capital intensity, which is causing investors to question the return on investment despite strong business fundamentals. The creator suggests this weakness may present an opportunity.
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The creator believes Amazon's current stock weakness, driven by high infrastructure costs, may be an opportunity as the share price could catch up to fundamentals.
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