Core Viewpoint - The recent sell-off in growth stocks presents a timely investment opportunity for long-term investors, despite market volatility [1][2]. Amazon - Amazon's stock dropped 8.5% despite reporting strong second-quarter results for 2025, with sales growth of 13% year over year, reaching $167.7 billion [4][5]. - Operating income surged to $19.2 billion, up from $14.7 billion last year, but the outlook for operating margin fell slightly below expectations, causing market concern [6]. - Amazon Web Services (AWS) sales increased by 17.5% year over year, but growth lagged behind competitors Microsoft Azure and Alphabet [7]. - CEO Andy Jassy indicated challenges in meeting AI demand, which could lead clients to seek alternatives, but high demand could benefit Amazon in the long run [8]. - The stock's decline is viewed as an overcorrection, presenting a buying opportunity as it begins to recover [9]. Dutch Bros - Dutch Bros stock is down 33% from its 52-week high, but the company is positioned for significant growth in the specialty beverage market [10][14]. - Analysts project a compound annual revenue growth rate of 23% over the next few years, supported by ongoing shop openings and sales trends [11]. - The company is outperforming Starbucks, with a focus on internal promotions for shop managers, enhancing consistency across locations [12]. - Dutch Bros is popular among Gen Z, leveraging a fun atmosphere and customer engagement strategies to build loyalty [13]. Sweetgreen - Sweetgreen's stock has declined 77% from its all-time high, with a year-to-date drop of 61%, attributed to broader industry challenges [15]. - The company reported a 3.1% decline in same-store sales and a 5.4% revenue increase in its first quarter, while remaining unprofitable [16]. - Sweetgreen's investment in the Infinite Kitchen program aims to enhance efficiency and sales, potentially leading to long-term profitability [17]. - The company plans to open at least 1,000 stores, indicating a long growth runway ahead, with expectations for improved sales comparisons in the second half of the year [18].