An Undervalued AI Company - Amazon

Many people still habitually think of $Amazon(AMZN.US) as an e-commerce company, but I believe it is rapidly transforming into an AI infrastructure company.
The first growth curve: The wave of large models
With the explosive growth of large model applications, computing power demand is rising exponentially, and AWS remains one of the world's most critical cloud infrastructures. Whether it's model training, inference, or AI application deployment, a massive amount of workload ultimately relies on cloud platforms. This means that each round of AI expansion directly drives demand and revenue growth for AWS.
The second growth curve: Humanoid robots and automated AI
If humanoid robots are deployed on a large scale in the future, the underlying computing, training, and cloud service demands will far exceed those of existing AI applications. Amazon has years of accumulated experience in robotics, automation, and logistics, giving it a natural advantage in the next AI industry cycle.
There's also an asset frequently overlooked by the market:
Amazon holds approximately 20% equity in Anthropic. Anthropic is rapidly becoming a key player in enterprise AI, with many companies already deploying its Claude model in production environments. As the enterprise AI market expands, the potential value of this equity stake should not be underestimated.
Another key trend to watch is the rise of Agentic AI. AI is evolving from a tool into an “agent system” capable of autonomously executing tasks, which will further amplify demand for cloud computing. Under this trend, I believe AWS has a more distinct structural advantage compared to GCP and Azure.
Investment logic:
From a long-term investment perspective, the current valuation offers an excellent entry opportunity. The market often provides the best window for positioning when it has not yet fully understood a company's future potential. The recent adjustment is a very suitable opportunity to enter. Short-term view: resistance at 225-230. Depending on your risk tolerance, you can choose to appropriately increase your position below 220, with a stop-loss at 208.