Creator sentiment
13 creators · 13 views · past 7 days
Updated October 20, 2026
The bull case
- +Trades at a similar market cap to SpaceX but generates ~$775B in trailing revenue, with high-margin AWS alone at $148B.
- +AWS has a bigger moat than xAI because it is core IT infrastructure companies build their businesses on.
- +Sees Amazon as the better use of investment dollars versus SpaceX.
- +Morgan Stanley upgraded Amazon to a $350 target as its top pick into 2027, seeing ~40% upside.
- +New Trainium-PyTorch integration and raised AWS growth projections (47%/42% YoY) support the bull case.
- +He feels $300 is inevitable and that Amazon deserves a higher multiple.
- +Amazon is a hyperscaler with a strong balance sheet, safe from funding cost issues.
- +Amazon continues to invest in data centers, supporting the AI infrastructure buildout.
The bear case
Nothing notable in the past 7 days.
What StockTubers recently said
📹 This Stock Is Undervalued
Trades at a similar market cap to SpaceX but generates ~$775B in trailing revenue, with high-margin AWS alone at $148B. · AWS has a bigger moat than xAI because it is core IT infrastructure companies build their businesses on. · Sees Amazon as the better use of investment dollars versus SpaceX.
📹 AMAZON'S BEST DAY SINCE AUGUST, SEMIS BREAK THE RED STREAK | MARKET CLOSE
Morgan Stanley upgraded Amazon to a $350 target as its top pick into 2027, seeing ~40% upside. · New Trainium-PyTorch integration and raised AWS growth projections (47%/42% YoY) support the bull case. · He feels $300 is inevitable and that Amazon deserves a higher multiple.
📹 The UNTHINKABLE is About to Happen to the Stock Market
Amazon is a hyperscaler with a strong balance sheet, safe from funding cost issues. · Amazon continues to invest in data centers, supporting the AI infrastructure buildout.
