Super-investors are significantly increasing their positions in Amazon (AMZN), indicating strong conviction despite high valuations and investment costs.
Source Post
Why Super Investors Are Buying Amazon Stock RIGHT NOW
Jun 4, 2026
The German Value Investor highlights Amazon (AMZN) as a stock being heavily bought by super-investors, with significant position increases from notable figures like Bill Ackman and Seth Klarman. Despite recent price appreciation and high P/E ratio, the creator notes phenomenal long-term operational development and substantial revenue/profit growth, attributing current investments to cloud, AI, and data centers. However, risks are identified in high investment costs impacting free cash flow, which is near zero and potentially negative when accounting for stock-based compensation and new debt.
Linked Mentions
Tickers discussed in this post
Linked Signals
Tracked calls opened from this post
AMZNbuy opened Jun 4, 2026
-7.16%