Jan. 27 at 8:43 AM
$AMZN — Undervalued Beast
A
$1.5T market cap gap vs
$GOOGL? Doesn’t add up.
👉If this helps, tap @QuantitativeTrading_
Why
$AMZN stands out:
• In-house ASICs: Only major tech doing full chip design internally—no Broadcom
$AVGO dependency like
$GOOGL with TPUs
• Trainium advantage: ~40% better price-performance vs top
$NVDA GPUs
• AI stakes: Owns 15%+ of Anthropic, giving exposure to cutting-edge AI
With these fundamentals,
$AMZN looks like a no-brainer tech play. Market will eventually catch up.
$AMZN $NVDA $AVGO $GOOGL
