Jun. 24 at 10:02 PM
I believe that these 10 stocks will outperform the market over the next 5 years.
Starting with
$AMZN and I’ll be honest, this one isn’t really a “story stock” anymore… it’s a compounding machine at scale.
Q1 revenue came in at
$181.5B (+17% YoY). AWS hit
$37.6B, growing 28% YoY the fastest pace in 15 quarters. What stands out to me isn’t just the headline number, it’s the acceleration inside AWS itself. The AI run rate is now above
$15B and still scaling faster than AWS did in its early years.
This is the part the market slowly re-rates over time…
not overnight. It’s the infrastructure layer of the internet evolving into the infrastructure layer of AI.
On Stocktwits, this is usually where sentiment splits:
some people think it’s already fully priced in, others see it as still early innings of a much bigger cycle.
I’m not trying to time entries perfectly here. I just think when a company of this size is still growing AWS at this pace, you don’t ignore it you pay attention and let the trend prove itself.
