Chris Camillo reveals why the ultimate move on Amazon hasn't even happened yet.
If you look at the AI waves, it started with chips, then moved toward infrastructure and power. The next big shift is the AI efficiency wave, and it has not even started.
Amazon is the number one beneficiary of this upcoming efficiency wave. The company has layers of things happening right for it, and no one is talking about it. People's brains simply aren't there yet.
Because of this untouched potential, expect rounds of positive surprises in the future. This is a setup where you can just continue to compound and lay back into Amazon after every big win.
If the world plays out this way, there could be years left in this trade.
You always have to be willing to look at new information day to day and change your mind tomorrow if things shift, but right now, it is still the number one pick.