Amazon 2026: +50%
So you read it here first.
Again, a post written on my phone.
I see everyone panicking they might be wrong about Amazon.
Okay so really simple take.
You remember the 2025 dying company? Google? Ticker $GOOG
What happened is that the data giant, Google, said they were working on an ia model but wasn’t going fast enough for mister market.
At the time I said it:
« Be careful guys, Google has the biggest set of proprietary data of the internet, the way the stock is bitten down is NOT NORMAL »
« If they come with an ‘Okay Model’ it will be far better than ChatGPT »
History made me correct I guess.
Today’s story
Guess who also has a massive set of proprietary data?
*Knock knock* it’s Amazon
Prime Video…
…
and they are deepening their efforts on AI, with for instance their stake in Anthropic…
Currently, Amazon stinks
Nobody cares
It’s… a dying business.
It’s also. My biggest position. And one of my biggest conviction all time. Not a single share sold since I started investing in June 2023. Not one.
I won’t elaborate any further because that’s all the content we discuss in Future Cognitive Capital.
the pace to controlling muldi dimensionality of Acquisitions
the behavioural stake in Prime
the embedded intelligence in AWS …
and many other nerd stories that make 350% since January 2024.
And no don’t comment it’s an online retailer, it’s less and less true.
Anyway
Yes, Amazon is an excellent stock to own in 2026.
It was up 5% in 2025. Again it might be fairly valued, but most of the story is: the stock stinks.
Because there were a lot of noise on other names. Deserved for many don’t get me wrong. And Amazon is not fashion anymore.
But what will happen in my honest opinion:
A re-rating, à la Google.
There are a lot to expect from Amazon in 2026. Many occasions for the market to realise it.
The business will continue to deepen its cognitive moat, our thesis remain the same.
I am Bullish.
As always. This content is written for information purpose, I am not qualified to give investment advices. Investing in stock market can be risky as you can loose your capital.