I Just Bought $8,000 Of These Two Stocks

Investment Decisions - The investor allocated $8,000: $5,000 to Google and $3,000 to Amazon, both existing holdings in the "story fund" [4] - The "story fund" is nearing $400,000 with $163,000 in gains, concentrated in six positions [6] - Google is a significant position across multiple portfolios, with substantial gains and further potential [8][9] - Amazon is considered an easy long-term investment due to its optionality and growth potential, leading to an increased position [41] Google's Performance and Future Outlook - Google Search continues to grow at a rate of 10-12% per quarter [16] - Google Cloud is experiencing accelerated growth, attracting more smaller customers and integrating with DeepMind and Gemini [22][23] - Waymo is rapidly expanding, including international expansion and partnerships like DoorDash, with expectations of significant future value [25][26][27] - YouTube is consistently increasing its lead in streaming time compared to competitors like Netflix [28] - Google is actively developing quantum computing technology, with expectations of commercial availability in a few years [72] Salesforce Analysis - Salesforce projects a reacceleration of growth to 10% plus organic growth [3] - Salesforce's operating margins have doubled from 17% to 34% between 2021 and 2025 [44] - Salesforce plans to return 99% of its free cash flow to shareholders through dividends and buybacks [44] AI and Technological Developments - Google views the emergence of ChatGPT as an opportunity and is confident in its AI capabilities, including Gemini [54][55][56] - Google is developing Gemini 30, with expectations of significant progress [58] Amazon's Growth Drivers - AWS (Amazon Web Services) is predictably growing as a profit engine, with expectations of accelerated growth [34][35] - Amazon maintains its dominant lead in US e-commerce, which supports its advertising business [36][37] - Amazon aims to expand its logistics, robotics, and automation technologies, potentially licensing them to other companies [39][40]