Amazon (AMZN) is the creator's biggest play on e-commerce, with a long-standing love for the stock and a view of almost limitless potential.
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Investors Used to LOVE This Stock… Now It’s Crashing 40%
Ale's World of StocksMar 15, 2026
The creator discusses Shopify (SHOP) after a significant price drop following its earnings report. Despite mixed results and a missed EPS, the company's beat on sales, strong holiday season boost, and a $2 billion stock buyback signal management's belief in its undervaluation. The integration of AI tools like Sidekick and Sidekick Pulse, along with a collaboration with Google on a universal commerce protocol, positions Shopify for future growth in agent-driven commerce. While acknowledging the stock's high valuation and potential AI disruption risks, the creator views Shopify as an attractive, albeit medium-risk, long-term play and a solid alternative to Amazon in the e-commerce space.
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Shopify (SHOP) is considered an attractive, medium-risk buy on the dip due to its strong sales growth, AI investments, and belief in future potential, despite recent earnings miss.
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