"Growth at a reasonable price" investors that seek for a combination of value and growth don't have to look any further. As I've shown in myI'm Luuk Wierenga, an economics teacher from the Netherlands with a strong passion for income investing. My investment journey began during the COVID-19 pandemic, and since then, I've specialized in identifying Real Estate Investment Trusts (REITs) that are temporarily out-of-favor with Mr. Market. As an educator, I use fundamental economic insights to assess the true i ...

Market Trends & Digital Economy - The digital economy is accelerating despite economic fears [1] - AI spend continues to build momentum in both enterprise and consumer computing [2] - Strength in the digital economy and AI economy will outweigh volatility in the long term [10] Amazon's Performance & AWS - AWS revenue slightly disappointed relative to Google Cloud and Microsoft Azure's reacceleration [4] - Investors wanted more explicit language about supply unlocking revenue reacceleration in AI from Amazon [4][5] - There's a need for more examination of growth rates between Microsoft, Google Cloud, and AWS, considering different revenue exposures [6] Investment Opportunities & Risk Assessment - Goldman Sachs views Amazon as a disproportionate risk-reward opportunity at current levels [7] - Amazon's commerce business accelerated, margins improved, and the advertising business accelerated [7] - Goldman Sachs estimates Amazon's gap earnings at $8+ in 2026 and $10+ in 2027, presenting a cheap compounding growth story [7] - Mega Cap Tech is finding a home in "Garpy" (growth at a reasonable price) [9]

Group 1 - Texas Instruments Incorporated (NASDAQ: TXN) was rated as a Hold in the previous quarter due to concerns about the durability of recovery in analog demand despite signs of improvement in Q1 results [1] - The analyst has a background in Mechanical Engineering and has transitioned from the oil and gas sector to focus on global equities, particularly in the semiconductor industry [1] - The investment approach emphasizes growth at a reasonable price with a mid- to long-term investment horizon, focusing on companies in oligopolistic sectors with high barriers to entry [1] Group 2 - The analyst has no current stock or derivative positions in any mentioned companies and does not plan to initiate any positions within the next 72 hours [1]

Group 1 - The current stock market environment emphasizes the importance of selective stock-picking, with a focus on reallocating investments towards cash/bonds, international stocks, and "growth at a reasonable price" companies [1] Group 2 - Gary Alexander has extensive experience in the technology sector, having worked on Wall Street and in Silicon Valley, and has been advising seed-round startups, which provides him with insights into current industry trends [2]

Core Insights - The S&P 500 is reaching new highs despite significant macroeconomic and geopolitical risks, indicating a potential shift in investor focus towards value stocks, particularly "growth at a reasonable price" stocks for the remainder of 2025 [1] Group 1 - Investors are encouraged to rotate portfolios into value names as a key priority moving forward [1] - The experience of industry experts, such as Gary Alexander, highlights the importance of understanding current market themes and trends [1]

Group 1 - The article emphasizes a focus on active stock picking, particularly favoring "growth at a reasonable price" stocks that exhibit resilience against macroeconomic pullbacks [1] - The number of such resilient stocks is decreasing, indicating a challenging environment for investors seeking these opportunities [1] - The author has extensive experience in the technology sector, having worked on Wall Street and in Silicon Valley, which informs their perspective on current industry trends [1] Group 2 - The author has been a contributor to Seeking Alpha since 2017 and has been quoted in various web publications, indicating a recognized presence in the investment community [1] - The article highlights the author's role as an adviser to seed-round startups, suggesting a connection to emerging trends and innovations within the technology industry [1]

Group 1 - The stock market is experiencing a surge due to optimism surrounding a potential U.S.-China trade deal, prompting a shift in investment focus towards value and "growth at a reasonable price" strategies [1] - Valuation multiples for many large-cap companies appear to be stretched, indicating a potential overvaluation in the market [1] - The analyst has extensive experience in covering technology companies and has been involved with startups, providing insights into current industry trends [1] Group 2 - The analyst has been a contributor to Seeking Alpha since 2017 and has been featured in various web publications, indicating a recognized presence in the investment community [1]

Group 1 - Nvidia Corporation (NASDAQ: NVDA) has been covered since April 1st, coinciding with a significant market event referred to as "liberation day" [1] - The investment thesis for Nvidia remains strong despite a brief price correction, indicating confidence in the company's growth potential [1] - The analyst has a background in mechanical engineering and has shifted focus to the semiconductor sector, emphasizing a keen interest in disruptive technologies [1] Group 2 - The investment strategy focuses on companies within oligopolistic sectors that have high barriers to entry, suggesting a preference for stability and reduced competition [1] - There is a tendency to avoid smaller companies due to perceived underestimated risks, highlighting a cautious approach to investment [1] - The investment philosophy prioritizes growth at a reasonable price with a mid- to long-term investment horizon, indicating a strategic outlook on market trends [1]

Market Sentiment - The stock markets are currently at all-time highs, leading to hesitance in investing new capital into equities at this time [1] - There is a preference for "growth at a reasonable price" stocks that have independent catalysts to outperform the broader market [1] Analyst Background - Gary Alexander has extensive experience covering technology companies on Wall Street and working in Silicon Valley, as well as advising seed-round startups [1] - He has been a contributor on Seeking Alpha since 2017 and has been quoted in various web publications [1] Investment Position - The analyst holds a beneficial long position in the shares of URBN through stock ownership, options, or other derivatives [2]