The Motley Foolยท2025-07-02 10:30Group 1: Amazon - Amazon's shares have doubled since the market bottomed out in 2022, but are up only 58% in the last five years, despite a 400% increase in net income during the same period [3][5] - The company's operating cash flow increased 15% year over year to $114 billion in the first quarter, with a significant reduction in its price-to-CFO multiple to 21, below its previous 10-year average of 27 [4][7] - Amazon's investment in over 750,000 robots is expected to enhance delivery speed and reduce costs, with potential savings exceeding $10 billion by 2030 as automation scales across fulfillment centers [5][6][7] Group 2: Roku - Roku is the leading TV operating system in the U.S., Mexico, and Canada, with viewers spending over 35 billion hours on the platform last quarter [9] - The stock has faced challenges due to the digital advertising market, but its valuation may not reflect the growth potential as households shift from cable to streaming [10][11] - Roku's platform revenue grew 17% year over year, and the company is well-positioned to capture a significant share of the $800 billion digital ad market, with a current revenue of $4.2 billion representing a small fraction of the $35 billion connected TV ad market [11][13]