Dear Investors,
The market is showing strong signs of recovery, and I remain bullish for the remainder of the year. In my previous post, I discussed the recent dip and emphasized the importance of seizing opportunities rather than waiting for the absolute bottom to buy high-quality companies at a discount.
During the downturn, I deployed approximately 75% of my cash balance. In hindsight, I regret not investing the full amount. One of my best purchases was $NVDA (NVIDIA Corporation) at $87, which has already appreciated over 50%.
My portfolio is currently in profit, and I expect this positive trend to continue. However, volatility remains a possibility, especially in response to geopolitical developments in the U.S. or China. If we experience another correction, I plan to deploy additional capital.
I’m particularly optimistic about $AMZN (Amazon.com Inc) and its long-term growth potential, driven by advancements in robotics, AI, cloud computing, and advertising.
Amazon’s diversified strategy across AI, cloud infrastructure, retail, and advertising makes it a compelling investment for those with a 3–5 year time horizon. While AWS growth has slowed and competition is intensifying, Amazon’s comprehensive AI strategy and solid financial position offer a strong foundation for continued growth.
Although significant capital expenditures in AI and infrastructure are currently impacting free cash flow, operating cash flow remains healthy. Amazon’s valuation is attractive relative to its peers, providing both growth potential and resilience in periods of economic stagnation.
To draw a comparison: Elon Musk frequently spoke of his ambition to fully automate $TSLA (Tesla Motors, Inc.) Gigafactory. However, he eventually scaled back due to the complexities of automotive manufacturing. In contrast, Amazon’s core logistics operations—shipping and warehouse management—are inherently more repetitive, scalable, and suitable for automation through robotics.
While complete automation of Amazon’s warehouses may still be a distant goal, even incremental advancements will drive meaningful improvements in efficiency and profitability over the coming years.
Thank you for reading.
ZwoopsTech... Show More
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Fri Nov 14 2025 08:29:05 GMT+0000 (Coordinated Universal Time)
