Amazon (NASDAQ:AMZN) may be entering a whole new phase of the story. Its internal chip business is scaling fast, AWS demand looks intense, and the long-term upside could be much bigger than many investors realize. The catch is that enormous AI spending could pressure profits before the payoff fully shows up.
Stock prices used were the market prices of April 17, 2026. The video was published on April 22, 2026. On the date of publication, Rick Orford did not have (either directly or indirectly) positions in any of the securities mentioned in this video.