Jim Cramer says he sees Amazon 'making fortunes starting next year'

追加: 2026-06-02

[00:00:00]All right, second is Amazon. I think that the combination of the web services, the Prime business, which you are most likely a member, the advertising business on Prime, and the semiconductor division, which it makes for itself and for others, are all worth much more than the current stock price indicates. Why is it still here then?

[00:00:18]Well, today is a good day though, because it's it's a buyer, not a seller.

[00:00:22]And the sellers like Intel, Western Digital, or the other say Dell, are all offering product that Amazon must buy to stay competitive, and it's expensive.

[00:00:30]People fear for Amazon's balance sheet like they used to, far more than they do for Alphabet's, even as that seems a little fanciful. Why don't I fear it?

[00:00:38]Because I see them making fortunes starting next year from all their so-called risky spend, and if anyone who watches the show knows that I think that Mr. Jassy has pretty much laid that out.