AMZN
Amazon$254.98live · 9h agoTotal predictions
12
Hit rate
100%
1 hits, 0 misses, 0 partial
Pending
3
Bull / Bear
9 / 3
direction split
YouTubers covered
6
Predictions over time
Not plotted: 8 w/o target or video date · 1 long-horizon (>1 yr out). All are still listed below.
Predictions (12)
Stock Moe4 callsBullish
The host highlights Amazon as one of the most congressionally-held stocks and personally expresses a desire to accumulate more shares. He frames it as a personal favorite among the top congressional holdings.
Earlier theses (2)
Stock Moe views Amazon as his top pick among the five, citing a healthy pullback from highs and record AWS growth and backlog. He believes Amazon will continue to run higher over the next few years as AWS momentum builds.
Stock Moe views Amazon's recent 8% pullback from its highs as a buying opportunity, expecting price to dip into a Fibonacci-based accumulation zone before bouncing. He also wants to build a large long-term position in the stock by year end.
Financial Education3 callsBullish
The host views Amazon as a cleaner long-term story than Meta because AWS growth is accelerating rapidly, giving investors visible ROI. He has no interest in trimming the position and expects Amazon to be a much larger company in five years.
Earlier theses (2)
Amazon is the third-largest position at $412,000, up $193,000. The YouTuber expresses a long-term conviction that Amazon is 'always a buy' and will remain a good investment at least into the 2030s.
Amazon gained over $10,000 today and is now up $124,000 total in the portfolio. The YouTuber believes the stock wants much higher prices and specifically targets $250.
Michael Tyler2 callsBearish
The YouTuber includes Amazon among the hyperscalers with significant off-balance-sheet debt commitments tied to AI infrastructure buildout, warning this debt will migrate onto the balance sheet and pressure operating income over the next few years. He remains generally cautious toward hyperscalers, including Amazon, until spending becomes more sustainable.
Earlier thesis (1)
Amazon is viewed as more likely to have neutral or disappointing earnings compared to other big tech names, though it's in a slightly better position than Google being down 6% from highs rather than at new highs.
Asymmetric Investing by Travis Hoium1 callBearish
Travis argues that Amazon's e-commerce dominance is under existential threat from agentic commerce tools like Meta's Muse, because Amazon's retail profitability depends almost entirely on advertising revenue that AI shopping agents bypass. He contends this could disintermediate Amazon from its role as the 'aggregator of demand,' turning it into a commoditized supplier rather than the primary shopping destination.
Tom Nash1 callStrongly Bullish
Nash calls Amazon the 'largest landlord on the planet' with the biggest bull case of the three mega-caps he covers, citing accelerating growth, doubling/quadrupling financials over five years, and vertical integration into training chips. He projects 144% upside to $567 per share by 2030 based on his profit and multiple assumptions.
Jeremy Lefebvre Makes Money1 callBullish
Amazon is showing strong performance in the market recovery, up 25% from the bottom. Like Meta, the YouTuber sees potential for significant upside if the company signals capex moderation.