Core Insights - Growth investors are facing a dilemma where high-quality companies appear expensive, yet waiting for lower prices may result in missed compounding opportunities [1] - Recent market volatility has created entry points for three platforms experiencing annual growth rates between 13% and 27% [1][2] Company Summaries Amazon (NASDAQ: AMZN) - Amazon reported $167.7 billion in Q2 2025 revenue, reflecting a 13% year-over-year increase, demonstrating continued growth [4] - The India marketplace significantly reduced losses by 89%, indicating progress towards profitability in international markets [4] - The introduction of AI-powered "Seller Assistant" tools may create a new high-margin software revenue stream [4] - Despite competition in the cloud space, Amazon's advertising and international markets are enhancing margins and diversifying growth [5] - Amazon is trading at approximately 30 times forward earnings, outpacing many software peers in growth [5] Roblox (NYSE: RBLX) - Roblox achieved $1.08 billion in Q2 2025 revenue, a 21% increase, with daily active users reaching 111.8 million [6] - The platform's user-generated content model allows for significant revenue generation without incurring game development costs [6] - Revenue increased by 27% over the past 12 months, contributing to a 195% stock rally [6] - Roblox's virtual-goods economy is profitable, contrasting with other companies in the metaverse space that are not generating revenue [7] - The expansion into concerts, education, and brand experiences broadens the addressable market [7] Comparative Growth - The combined revenue growth of Amazon, Roblox, and another unnamed company averages 20%, significantly surpassing the S&P 500's single-digit growth [8] - Amazon's India unit reduced losses by 89%, Roblox reached 380 million monthly users, and another company achieved 25% revenue growth [8]

Amazon announced on Wednesday that it’s introducing an always-on AI agent that will help sellers on its platform run their businesses. The company is updating Seller Assistant, its AI tool for third-party sellers, to help handle tasks on the seller’s behalf. “Our agentic AI capabilities are designed to work seamlessly throughout the entire selling experience, which means sellers can go from handling every task themselves to collaborating with an intelligent assistant that works proactively on their behalf a ...

Packages ride on a conveyor belt during Cyber Monday, one of the company's busiest days at an Amazon fulfillment center on December 2, 2024 in Orlando, Florida.Amazon on Wednesday introduced an artificial intelligence agent that will help third-party merchants operate their online businesses.The company is adding agentic capabilities to Seller Assistant, its AI tool for third-party sellers, meaning the software can take action on a merchant's behalf with their permission, Amazon said. The update was announc ...