$Amazon.com(AMZN)$ Google has created a fantastic "Google Finance" app. When Google Finance incorporates "communities", I may be tempted to move there.
$Amazon.com(AMZN)$ If you're not in AWS, you might not realize how well Amazon is doing in AI. If they actually have chips, I'd say the stock could double.
$Amazon.com(AMZN)$ Amazon is focusing on logistics, AI, and hydrogen fleets. They already use Plug's fuel-cell forklifts. A deeper partnership could include hydrogen-powered delivery fleets, warehouse robotics energy systems, data-center backup power, and green-hydrogen supply agreements. Amazon is building its own AI chips and expanding data centers, and Plug fits both sides of the business.
Michael Burry's concern about 2-3 year amortization is for "GPUs performing the most advanced training of LLM". Think of scientists mapping the genome or PhD mathematics! An AI agent, once trained to perform basic repetitive tasks such as writing code, basic customer service resetting passwords, uploading an application, scanning for the same phishing email, is all inference that can be done on ASIC trainium chips, with no need for high-power GPU. Trainium chips use less power and can perform inference AI tasks for 5, 6, up to 8 years? This is $Amazon.com(AMZN)$ 's sweet spot; this is the huge opportunity, in my opinion.
$Alibaba(BABA)$ $PDD Holdings Inc(PDD)$ is worth a look. The business model boasts high margins, with $60 billion in cash on hand and no debt. Temu ranks as a top international player in numerous countries worldwide. The low-cost merchant approach offers a durable advantage.