Intel's stock is skyrocketing, but Amazon's chips business is arguably better.
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I Bought More Amazon Stock - Here's Why
Daniel PronkMay 5, 2026
Daniel Pronk discusses his decision to significantly increase his Amazon (AMZN) position following a strong Q1 earnings report. Despite a decrease in free cash flow, he highlights the impressive 30% growth in operating cash flow, indicating successful reinvestment in AI and AWS growth. He believes Amazon is undervalued given its performance and potential in the AI space.
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Amazon's chips business is larger than AMD's data center business and has better price performance.
Microsoft's Azure is not seeing the same acceleration as AWS and Google Cloud, potentially explaining the stock's muted reaction to earnings.
Google Cloud's impressive 63% revenue growth drove significant buying after earnings.
Daniel Pronk bought more Amazon stock after Q1 earnings, seeing value in its AI-driven growth despite lower free cash flow.
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AMZN
buy opened May 5, 2026
-6.23%