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Tag AMZN

AMZN

Amazon: An Especially Compelling And Timely Investment

We were able to purchase Amazon shares at prices last seen in 2021-3 years ago. How is this possible if the "Mag7" has been so dominant? Find out...

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AAPL AMZN GOOGL TSLA

Tsai Capital 2024 Investor Letter

For the year 2024, the Tsai Capital Growth Equity Strategy gained 23.0% after fees, and 24.5% before fees. Click here to read the full letter...

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AMZN GOOGL

2025 Semiconductor Outlook: Investor Roadmap

As we move through 2025, staying informed and adaptable will be key to capitalizing on the opportunities this pivotal industry presents...

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AMZN

Amazonian Ecosystem Alive And Well – Initiating Amazon With A Buy

Amazon's e-commerce dominance, bolstered by AI personalization, in my opinion, ensures continued top-line growth and stock outperformance against the S&P 500. Read more here...

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AMZN MSFT

Race To Build AI Accelerates As Companies, Countries Commit Billions In Funding

The global race to build generative AI capabilities has intensified with the inauguration of US President Donald Trump, who made AI a top priority...

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AAPL AMZN GOOGL MSFT

ClearBridge Appreciation Fund Q4 2024 Commentary

US equities delivered positive gains in the fourth quarter and finished the 12-month period up 25% for the second year in a row. Read more here...

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AMZN GOOGL TSLA

ClearBridge Large Cap Growth ESG Strategy Q4 2024 Commentary

The ClearBridge Large Cap Growth ESG Strategy underperformed its Russell 1000 Growth Index benchmark in the fourth quarter. Read more here...

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AMZN MSFT

Vistra: Unprecedented Energy Demand Cycle Ahead

Read here for more on investment opportunities in AI infrastructure and energy sector with President Trump's 'Stargate' initiative and Vistra Corp's strong financials...

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AMZN

RGA Investment Advisors Q4 2024 Investment Commentary

On the surface, 2024 appeared to be another banner year for equity markets, but beneath the hood, the story was categorically different. Click here to read more...

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AMZN

AMZY: No Longer An Attractive Entry Point (Rating Downgrade)

YieldMax AMZN Option Income Strategy ETF delivers +20% returns through dividends, but caution is advised with stretched tech market conditions. See more here...

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