Nvidia is mentioned as a comparison for companies selling chips to third parties.
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I'm Buying These 2 Stocks Before Earnings - Here's Why
Daniel PronkMay 1, 2026
The creator is trimming their position in Brookfield Corporation (BN) to increase their stake in Brookfield Asset Management (BAM), believing BAM offers more value and higher growth potential. They are also buying Amazon (AMZN) due to its strong fundamentals, AI-related growth opportunities via AWS and its chip business, and its current undervaluation relative to historical multiples and analyst expectations.
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AMD's business is mentioned as a comparison point for Amazon's growing chips business.
Intel is mentioned as a 'canary in the coal mine' due to its warning of significant CPU shortages driven by AI data center demand, impacting its own supply and potentially benefiting competitors.
Amazon stock is a primary buy due to its strong fundamentals, future outlook, and significant AI-driven growth potential via its AWS and Anthropic partnership.
The creator is actively adding to Brookfield Asset Management (BAM), seeing it as offering more value than BN at current prices.
The creator is trimming their position in Brookfield Corporation (BN) to reallocate capital to BAM, believing BAM now offers more value.
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AMZN
buy opened May 1, 2026
-3.22%