The creator is buying more Amazon stock and sees the chips business as a force the market is underappreciating.
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Should You Buy Amazon Stock Before the Huge Investor Update? | AMZN Stock Analysis
Jul 17, 2026
The creator discusses Amazon's upcoming earnings report, noting the disconnect between revenue/profit growth and share price performance due to heavy AI investment. Despite concerns about free cash flow, the creator highlights strong growth in AWS and the chips business, with significant commitments from major AI players like OpenAI, Anthropic, and Meta, suggesting the market is underappreciating the chips business.
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