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Why I'm Buying AMZN & META in 2026

Daniel Pronk•Apr 12, 2026

Summary

Daniel provides a comprehensive analysis of the current state of major tech stocks and the evolving AI landscape. He highlights Amazon's recent 20% stock rebound, which he attributes to Andy Jassy’s 2025 shareholder letter. This letter reveals that Amazon's chip business (Graviton, Trainium, Nitro) is now larger than AMD’s data center revenue, with a $20 billion annual run rate. Daniel also notes Amazon's dominance in the grocery sector and its massive $200 billion CAPEX plan intended to secure long-term free cash flow. He believes these investments solidify Amazon's position as a primary beneficiary of the AI infrastructure buildout.

Furthermore, Daniel discusses Meta's launch of the 'Muse Spark' multimodal model. He explains that Meta's focus on visual AI is a strategic move to bolster its advertising moat and improve the functionality of its Ray-Ban AI glasses. Despite a recent rally, Daniel views Meta's valuation as objectively undervalued and plans to continue building his position.

The video concludes with a warning regarding the 'SaaS apocalypse.' Daniel details the risks associated with Anthropic’s new Mythos model, which can autonomously exploit high-level security vulnerabilities. He suggests that this technology acts as a 'digital nuke,' potentially leading to heavy government regulation and increased business hesitancy toward AI integration.

Amazon (AMZN): Daniel describes the company as firing on all cylinders, citing its $15 billion AI revenue run rate and its position as the second-largest U.S. grocer with $150 billion in revenue. He believes the stock is still undervalued even after a 20% rebound and recommends it for long-term holders.
Meta (META): Daniel emphasizes the strategic value of the Muse Spark model for Meta's visual-heavy business model. He considers the stock cheap, noting he was recently buying shares at $700 and views current levels as an opportunity to add more.
SaaS Stocks: Daniel warns that the sector is being 'decimated' by the threat of advanced AI hacking capabilities. He argues that the emergence of models like Mythos creates a high-risk environment for software companies and may invite unprecedented government scrutiny.

Mentioned Stocks

AMZN
Sentiment: BUYAction: RECOMMENDED

Reasoning: Daniel believes Amazon is a clear winner in the AI infrastructure buildout. He points to the 2025 shareholder letter revealing a $20 billion chip business run rate (larger than AMD's data center revenue) and $15 billion in AI-specific revenue. He notes that even after a 20% rally, the stock is undervalued relative to historical averages and is investing $200 billion in CAPEX for long-term free cash flow growth.

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META
Sentiment: BUYAction: RECOMMENDED

Reasoning: Daniel views Meta as a strong AI play due to its new 'Muse Spark' visual model, which benefits its core advertising business and AR glasses. He explicitly states that the stock looks 'cheap' and 'undervalued' at current levels. He mentioned building his position and having bought shares recently at a price point of approximately $700.

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