$AMZN

Does he own it?

No first-person buy/hold/add/size statement for Amazon anywhere. It appears in a ratings list as a "Buy" and in a "stocks I like" list (framed as likes, with hypothetical equal-weight returns), never as a disclosed personal position. His stated longs are AAOI, SIVE, IQE, AXTI, Hammond. AMZN is used as macro/supply-chain context, not a holding.

His thesis

Amazon is a solid long: roughly flat price versus a year ago while the business keeps growing, AWS is healthy, and it is expanding into robotics and space (LEO). The bigger role Amazon plays in his framework is as a hyperscaler whose massive AI capex (~$200B) and robotics/automation push (cutting opex, slashing headcount) drives demand up the supply chain. He repeatedly maps Amazon's Trainium and Celestial/Marvell purchase agreements to his upstream bottleneck plays (lasers, photonics, transformers).

How his view evolved

Early on rated a plain "Buy" and called a great long. Over time it shifts to mainly serving as a demand anchor in his supply-chain mapping (Trainium to Marvell/Celestial to Sivers, robotics to Nextronics) rather than a featured pick.

Key points

• Bullish on Amazon: growing business, healthy AWS, robotics/space optionality, robots cutting opex over time
• Mainly framed as a hyperscaler capex/automation demand driver feeding his upstream bottleneck longs
• No personal position ever stated; appears only in ratings and 'stocks I like' lists, never as a holding

Derived from a holistic read of his public posts — paraphrased, never quoted. See his actual posts about $AMZN on X ↗