Amazon's Stock Performance & Future Potential - Amazon's stock is underperforming compared to other Mag 7 companies, with only a 6% year-to-date return [1] - Despite underperformance, there's belief in Amazon's potential to double its stock price in the next 5 years due to factors like AWS, robotics, and advertising [1] - Amazon Web Services (AWS) revenue grew 175% in the last quarter, with trailing 12 months revenue of $116 billion [1][2] - Amazon has over 4 million customers on AWS, significantly more than competitors like Microsoft Azure and Google Cloud [2] Amazon's Strategic Advantages - Amazon is uniquely positioned to benefit from robotics and automation due to its tech talent, complex operations, and large labor-intensive workforce of over 15 million employees globally [3] - Amazon Prime subscription provides high lifetime value with benefits like fast delivery and entertainment, making it a standard membership for family households [9][10] - Amazon's advertising business is growing near 20%, positioning it as a strong player behind Google and Meta [17] - Amazon's logistics network is expanding, with plans to launch in every major manufacturing location, offering multi-channel fulfillment coverage [24][25] Other Companies and Market Analysis - Netflix is considered a strong company with potential for 20% growth from its current share price of $1200 [47] - YouTube is reversing bans on channels terminated for COVID-19 and election misinformation, aiming for more free speech [41][42]
Amazon Stock is Going to $400 (Full Analysis)