NVDA& AMZN: Which One is Winner in the Place?
I don't see a world where $NVIDIA(NVDA)$ or $Amazon.com(AMZN)$
don't end up ~2x from where they are today.
-> Nvidia:
We have a supply constrained business growing ~90% in FY27 and +70% in FY28 with 55% net income margins meaning we're trading ~13.5x FY28 EPS.
13.5x FY28 EPS is literally sub 0.2x PEG (for FY28).
-> Amazon
Further down the road but AWS likely reaches $1T in revenue in the next 9 years as per my model.
At $2.75T MC today with digital ads on track for being a $800B business, e-comm ~$800B, Anthropic stakes, Prime, and everything else.
$Amazon.com(AMZN)$ likely has a lot more than 2x in the next 5-10 years.
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