The Motley Fool·2025-04-13 12:15Group 1: Market Overview - The market experienced a sharp rebound due to President Trump's announcement of pausing tariffs and implementing a flat 10% rate, except for China, but the Nasdaq remains in a bear market, defined as a 20% drop from its all-time high [1] - Despite the bear market, there are still investment opportunities available, with Amazon and The Trade Desk highlighted as top buys for the next three to five years [2] Group 2: Amazon - Amazon is often viewed as vulnerable due to its reliance on Chinese goods, but this perspective overlooks its diverse revenue streams [3] - The company has multiple segments, including e-commerce, advertising services, and Amazon Web Services (AWS), with the latter two being less affected by potential tariff increases [4] - In 2024, AWS accounted for 58% of Amazon's operating profit while only representing 17% of sales, indicating the strength of its ancillary segments [6] - The advertising segment is estimated to have generated $11.2 billion, contributing significantly to Amazon's overall profitability [6][7] - The current market conditions present a favorable opportunity to invest in Amazon, as its core profit-generating segments remain robust [7] Group 3: The Trade Desk - The Trade Desk's stock has declined over 50% in 2025 due to both internal challenges and broader market sell-offs, leading to a significant drop in stock price [8][9] - Despite missing revenue guidance for the first time and providing a weak outlook, The Trade Desk is expected to grow revenue at an 18% pace in 2025 and 20% in 2026, making it an attractive investment opportunity [9][11]