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Creators lean constructive on Amazon's AI/AWS story, but the chart camp sees a stock stuck in the mud
Across the coverage, several creators frame Amazon as a long-term beneficiary of AI, cloud, robotics and space. Daniel Pronk argues the market is "simply ignoring Amazon because it's not this sexy, hypy business," while calling it "one of the clearest beneficiaries of artificial intelligence, space, robotics, cloud computing." Pronk repeatedly says the stock is trading below fair value and "still kind of cheap here," noting he has purchased more shares and remains "a very happy long-term shareholder." Brian Stoffel says the moat is "stable if not widening" around North American, international and AWS, with the thesis "very much on track." Joseph Carlson holds Amazon in his Story Fund and remains "optimistic" about superior returns from its distribution and infrastructure despite hundreds of billions in AI capex. Wealthion counts Amazon among its bigger tech positions and flags "hidden value," including its ambitions in space. On the fundamentals, Trade Brigade highlighted AWS revenue "up 28% year-over-year" and new all-time highs, and remains "a believer that Amazon's a huge winner of the AI story." Not everyone is convinced on the numbers: FAST Graphs argues "profitability of Amazon has not been very good," with periods of negative earnings and "abysmal" free cash flow generation. The technical read is notably mixed and shifts by session. Trade Brigade's chart commentary swings from "absolutely brutal" double-top failure to a "really tight inside bar" setup looking for continuation to all-time highs, with continuation conditioned on the broad market staying bullish.
Where creators align: Fundamentally-oriented creators broadly agree Amazon is a long-term AI, AWS and cloud beneficiary, with several calling it undervalued and describing themselves as holders or buyers.
The long-term view: Longer-term, the dominant creator framing is a constructive AI/AWS/cloud thesis with several creators viewing the stock as undervalued and holding or adding shares.
narrative generated Jul 12, 2026
Supporting receipts
When we bought Amazon for AWS, we were getting it for free...we pitched Amazon for AWS at 2013 at the Robin Hood investors conference and we said the bulls have no idea what they're sitting on. Amazon's won the war but before it even started
— Invest Like The Best, at 34:32
Watch video ↗No timestamp available in this export.Amazon, the wannabe Jeff Bezos aka Andy Jasse was able to turn the story around as well, producing brand new all-time highs on Nancy... AWS numbers here, right? Huge. Up 28% year-over-year.
— Trade Brigade
I think the market is simply ignoring Amazon because it's not this sexy, hypy business that's getting a lot of attention right now. But funny enough, I actually think that Amazon is one of the clearest beneficiaries of artificial intelligence, space, robotics, cloud computing, ad
— Daniel Pronk, at 6:37
Watch video ↗No timestamp available in this export.I do actually believe that Amazon stock is still undervalued in the market and I'm even considering picking up some more shares after reading the shareholder letter because I think that it is extremely bullish... I remain a very happy long-term shareholder and I don't plan on sel
— Daniel Pronk
Watch video ↗No timestamp available in this export.our bigger positions right now in terms of tech and some of these bigger companies would really be Amazon... you look at Amazon, it's trying to do some of that things in space... I think there could be some hidden value there... Amazon gave up about 40 45% of its value [in 2022-2
— Wealthion
Watch video ↗No timestamp available in this export.I do still believe that Amazon is trading below fair value. And I surprisingly think that it's still kind of cheap here. Maybe not the cheapest stock in the market, but I do think that it is still undervalued and selling below fair value. So, I may even pick up some more Amazon s
— Daniel Pronk
Watch video ↗No timestamp available in this export.I believe that the moat is definitely stable if not widening around the international, the North American business and AWS and the thesis is very much on track... it's nice to have that downside protection while having exposure to some upside potential. And I do believe that's wh
— Brian Stoffel
Watch video ↗No timestamp available in this export.in my other portfolio, the Story Fund, we hold Amazon, which is another one spending hundreds of billions of dollars in AI capex... I remain optimistic that I think that they are going to have superior returns with their distribution with their infrastructure.
— Joseph Carlson
Watch video ↗No timestamp available in this export.Amazon continuing to strengthen, broken out, all-time high territory... There's your AD line setting new highs. And look at the relative strength, and look at broadline retail, by the way... Amazon is one of the leaders in the space.
— EarningsBeats
Watch video ↗No timestamp available in this export.Amazon looks like this is what I had sketched out last night. It's starting to happen. I'd love to see a pull back down towards that fiveday moving average and then perhaps uh Amazon could be a good mover this uh you know next week.
— Brian Shannon - Alpha Trends
Counterpoints
Amazon, your other heavyweight component in the XLY. Absolutely brutal through the neckline of this as a double top from what looked like, hey, we're starting to break this inverted head and shoulders neckline to completely failing over the span of the last three trading days. Co
— Trade Brigade, at 19:06
Watch video ↗No timestamp available in this export.I don't like Amazon as much. It's inside this choppy range... I need to see it over about 247. really nasty rejection on Tuesday as it tried to get above that level.
— Trade Brigade
Watch video ↗No timestamp available in this export.Amazon continues to be stuck under this prior band of support over in here uh making it what I think is dead money below uh the anchor off the tariff flows below the year-to- date anchor below the 50-day below the 200 day moving average.
— Brian Shannon - Alpha Trends
Amazon, it broke down as well. It's below a declining 5-day moving average. If you buy below a declining 5-day moving average, you're typically going to get what you deserve.
— Brian Shannon - Alpha Trends, at 10:34
Watch video ↗No timestamp available in this export.profitability of Amazon has not been very good... there was a lot of times where they had negative earnings... free cash flow generation has been abysmal.
— FAST Graphs
