Amazon Stock: Buy or Sell (The Dangerous Truth!)

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📺 Related Episode:
Meta Stock: Massive Opportunity or Hidden Trillion-Dollar Risk?
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Amazon just did something it hasn't done in a long time: it's burning cash. 🔥

Free cash flow went negative, debt nearly doubled in six months, and this year Amazon is spending $220 BILLION on data centers and AI chips.
But AWS just grew 37% at a 39% margin, advertising is booming, and AWS's backlog of signed contracts doubled to almost half a trillion dollars.

So is Amazon making the smartest bet in its history… or the most expensive mistake it has ever made? 🤔

⏱️ Timestamps:
00:00 - Introduction
01:12 - What is Amazon?
02:21 - How Amazon is becoming more profitable?
05:34 - The Flywheel
06:24 - 1P vs 3P
08:41 - Seller Fees
10:10 - FBA
13:01 - Number of Sellers
14:43 - How does Amazon make money even outside its platform?
18:47 - The Retail Battlefield: Tariffs, Temu, TikTok Shop and Walmart
23:44 - Advertising
31:06 - Can AI or TikTok Break the Ad Machine?
35:38 - Prime
38:28 - AWS
43:47 - The Half a Trillion Backlog
48:00 - Nvidia vs Amazon Chips
52:05 - The $220 Billion CAPEX Question
54:11 - Depreciation
56:08 - Is this CAPEX spending a good idea?
58:31 - Debt
1:01:55 - Moat
1:03:08 - Growth Ahead
1:06:42 - Management Analysis and Compensation
1:10:56 - Risks
1:14:09 - Valuation
1:21:13 - Verdict

⚠️ Disclaimer: The content in this video is for educational and entertainment purposes only and does not constitute financial advice. Investing involves risk. Always do your own research and consult with a licensed financial professional before making any investment or financial decisions.

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