The Most Underestimated AI Stock Isn’t Nvidia — It’s Amazon

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In this episode of Going Public with Ross Mandell, Ross breaks down why he believes Amazon stock (AMZN) may be one of the most underestimated artificial intelligence stocks in the market. While investors continue focusing on Nvidia, Microsoft, Alphabet, and other major AI stocks, Ross argues that Amazon is quietly building an AI ecosystem across Amazon Web Services (AWS), cloud computing, artificial intelligence infrastructure, proprietary AI chips, advertising, logistics, and autonomous transportation. He explains why looking at Amazon as simply an e-commerce company could cause investors to miss the much larger investment story developing beneath the surface.

Ross takes a deeper look at AWS growth, Amazon’s AI infrastructure spending, Anthropic and Claude, Amazon Bedrock, Trainium and Graviton chips, and the enormous demand for cloud computing created by the AI boom. He explains how Amazon’s investment in Anthropic could potentially create value across several layers at once—from its ownership interest in the AI company to Anthropic purchasing AWS computing capacity and using Amazon’s custom chips. Ross also examines Amazon’s growing advertising business, operating income, capital expenditures, free cash flow, and the key financial metrics investors should watch when evaluating AMZN stock beyond headline earnings.

Finally, Ross explains why he remains bullish on Amazon while also addressing the risks facing the company, including massive AI capital expenditures, competition from Microsoft Azure and Google Cloud, changing Anthropic valuations, economic weakness, and the possibility of slower AWS growth. He discusses potential Amazon stock price targets, the importance of distinguishing a temporary stock pullback from deterioration in the underlying business, and why Amazon could become a major “picks and shovels” winner of the AI revolution. For investors searching for Amazon stock analysis, AMZN stock predictions, AI stocks to watch, AWS growth, Anthropic stock exposure, or long-term technology investing, this episode offers Ross Mandell’s full investment thesis on one of Wall Street’s biggest companies.

Topics Covered

Amazon stock analysis and the long-term AMZN investment thesis

Why Amazon could be an underestimated AI stock

Amazon vs. Nvidia, Microsoft and Alphabet in artificial intelligence

Amazon Web Services (AWS) growth and profitability

How AI demand is driving cloud computing and data-center expansion

Amazon’s massive investment in AI infrastructure