Amazon vs Apple — race to US$3-To The Moon - Tiger Brokers Online Investing Community - To The Moon

Amazon vs Apple — race to US$300

In near-term valuation dynamics, Amazon has the advantage.

Apple trades with saturated device penetration and slow services uplift.

Amazon, on the other hand, is leveraging AI infrastructure demand — a theme the buyside currently prefers over smartphone cycle narratives.

Therefore: Amazon has the stronger incremental catalyst profile.

If US$300 becomes a headline first, Amazon is statistically the more probable candidate.

OpenAI × Amazon — strategic significance

This deal is not merely capex — it is lock-in.

OpenAI gains accelerated access to compute capacity

Amazon secures AI workload gravity into AWS

the data stays inside Amazon’s ecosystem, which boosts long-tail monetisation of training + inference

This is structurally similar to “Reserved Instances for AI” — multi-year revenue visibility.

Is Nvidia the ultimate winner?

In this current cycle: yes.

No matter which hyperscaler wins the AI platform turf war — the near-term value accrues first to the silicon layer.

This AWS–OpenAI alignment still means NVIDIA silicon consumption upstream increases.

Simply put:

whether Microsoft wins → NVIDIA sells

whether Amazon wins → NVIDIA sells

even if AMD improves → NVIDIA still sells more today

Therefore — the meta-play remains NVIDIA.

The hyperscalers are fighting over platform share; NVIDIA continues compounding economic share.

Amazon+OpenAI: $38B Deal in Nvidia? Year-end Sprint to $300?

Amazon has reached a $38 billion agreement with OpenAI to supply Nvidia chips. Can Amazon run faster than Apple to hit $300? How do you view OpenAI and Amazon's cooperation? Nvidia is ultimate winner?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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Apple trades with saturated device penetration and slow services uplift. Amazon, on the other hand, is leveraging AI infrastructure demand — a theme the buyside currently prefers over smartphone cycle narratives. Therefore: Amazon has the stronger incremental catalyst profile. If US$300 becomes a headline first, Amazon is statistically the more probable candidate. OpenAI × Amazon — strategic significance This deal is not merely capex — it is lock-in. OpenAI gains accelerated access to compute capacity Amazon secures AI workload gravity into AWS the data stays inside Amazon’s ecosystem, which boosts long-tail monetisation of training + inference This is structurally similar to “Reserved Instances for AI” — multi-year revenue visibility. Is Nvidia the ultimate winner? In this current cycle: yes. No matter which hyperscaler wins the AI platform turf war — the near-term value accrues first to the silicon layer. This AWS–OpenAI alignment still means NVIDIA silicon consumption upstream increases. Simply put: whether Microsoft wins → NVIDIA sells whether Amazon wins → NVIDIA sells even if AMD improves → NVIDIA still sells more today Therefore — the meta-play remains NVIDIA. 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