With the stock market falling more than 10% in two days, we have officially witnessed a stock market crash. Stocks, meanwhile, remain volatile given uncertainty over the impact of tariffs and the ongoing trade war.While I would not rush into stocks, this could be a good time to start dipping your toe slowly into high-quality names that you'd want to own for the next decade or more. Let's look at three tech stocks that fit that bill.1. NvidiaDespite semiconductors being exempted (for now) from the tariffs sl ...

Nvidia has emerged as one of the most valuable companies in the world thanks to the AI movement, but the company's long-term growth looks questionable.Megacap technology stocks have been some of the biggest and longest-standing beneficiaries of the artificial intelligence (AI) revolution. While growth stocks in the tech sector have experienced at least some form of action since AI emerged as a megatrend, these gains have been fleeting for most companies -- leading to prolonged periods of outsize volatility. ...

Zoox, Amazon’s autonomous vehicle unit, is deploying a small fleet of retrofitted test vehicles on the streets of Los Angeles starting Tuesday – a modest, yet meaningful step as the company inches toward offering public rides in Las Vegas and San Francisco later this year. The data-collection effort marks Zoox’s entrance into its sixth city and lays the groundwork for a future robotaxi service. Unlike rival Waymo, which is already providing paid robotaxi rides in LA, Zoox is still in the early stages. This ...

Core Viewpoint - Marc Mysterio is escalating his lawsuit against Amazon Music and DistroKid, alleging that Amazon employed a shadow-ban on his music, significantly impacting his reach and potential earnings [1][2]. Legal Action - The lawsuit was filed in the U.S. District Court for the Southern District of New York, claiming damages "in excess of $75,000" and alleging millions in losses due to the shadow-ban [2]. - Mysterio's legal team is preparing to serve a letter of preservation of evidence to Amazon Music, targeting 17 categories of evidence related to the shadow-ban [1][6]. Shadow-Ban Details - The shadow-ban, initiated on September 10, 2024, utilized an "IF/THEN" filter that rendered Mysterio's tracks "artist-less," preventing them from reaching his 1.25 million fans and affecting his visibility on Amazon Music [2][3]. - The ban has implications for chart integrity, particularly affecting Mysterio's standings on the Billboard Hot Dance and Electronic Songs Chart [3][4]. Evidence and YouTube Series - Mysterio's 3-part YouTube series highlights discrepancies in streaming data, showcasing how his music was blocked while other artists' tracks were promoted [5][6]. - The series includes evidence of streaming errors and contrasts Mysterio's station performance with that of other artists, emphasizing the impact of the shadow-ban [5]. Amazon's Response - Amazon partially restored Mysterio's "Related Artists" section but did not remove the shadow-ban, which Mysterio's legal team argues demonstrates intent to cause harm [6][7]. - The legal team claims that Amazon's actions indicate a manipulation of data that undermines the credibility of independent charts [4][7]. Artist Background - Marc Mysterio is a seasoned artist with over 80 million streams from September 2023 to August 2024, and he has collaborated with notable artists [3][8]. - He previously pulled his catalog from competing platforms like Spotify and Apple Music, raising concerns about how Amazon treats its exclusive artists [9].

Core Viewpoint - The announcement of new tariffs by President Trump has negatively impacted the stock market, particularly affecting tech stocks like Amazon, which has seen a significant decline in its stock price. Group 1: Impact of Tariffs on Amazon - Amazon sellers and consumers are likely to face higher prices due to a 34% tax on goods imported from China, which will affect the majority of products sold on the platform [3][4]. - Many third-party sellers on Amazon source their products from China, and with low operating margins, it is more probable that they will pass the increased costs onto consumers rather than absorb them [5]. Group 2: Amazon Web Services (AWS) Resilience - Amazon Web Services, which generated $39.8 billion in operating income in 2024, will largely avoid the impact of the new tariffs as they primarily affect physical goods [6][7]. - While there may be some short-term costs related to hardware needed for AWS operations, Amazon is working to reduce reliance on external suppliers, which could mitigate long-term impacts [8]. Group 3: Historical Stock Performance - Amazon has experienced significant stock price drops in the past, including declines of 94% from Dec. 1999 to Sept. 2001 and 52% from Jan. 2022 to Dec. 2022, yet its stock has increased by 9,960% over the past 20 years [9]. - Despite current challenges, maintaining a long-term investment perspective is crucial, as downturns are a normal part of market behavior [10]. Group 4: Current Investment Considerations - Although Amazon faces short-term challenges due to tariffs, it remains a leading company in its sector, and current stock prices may present a buying opportunity for investors considering dollar-cost averaging [11].

Core Insights - JR Research is recognized as a top analyst in technology, software, and internet sectors, focusing on growth and GARP strategies [1] - The investment approach emphasizes identifying attractive risk/reward opportunities with robust price action to generate alpha above the S&P 500 [1][2] - The investment group Ultimate Growth Investing specializes in high-potential opportunities across various sectors with a focus on strong growth potential and contrarian plays [3] Investment Strategy - The strategy combines sharp price action analysis with fundamental investing to identify growth opportunities with significant upside potential [2] - The focus is on avoiding overhyped and overvalued stocks while capitalizing on battered stocks that have recovery possibilities [2] - The investment outlook typically spans 18 to 24 months for the thesis to materialize [3] Target Audience - The group is designed for investors looking to capitalize on growth stocks with strong fundamentals, buying momentum, and turnaround plays at attractive valuations [3]

Core Viewpoint - The content emphasizes the importance of conducting personal due diligence and consulting competent advisors before making any financial decisions, particularly in the context of investments and trading activities [1]. Group 1 - The website provides general news, publications, and personal analysis intended for educational and research purposes [1]. - It explicitly states that the information does not constitute any recommendation or advice for investment actions [1]. - Users are advised to perform their own research and consider their financial situation before making decisions [1]. Group 2 - The website includes information about complex financial instruments such as cryptocurrencies and contracts for difference (CFDs), which carry a high risk of losing money [1]. - It encourages users to understand how these instruments work and the associated risks before investing [1].

Core Viewpoint - Amazon is facing significant challenges due to recent tariffs and a market sell-off, impacting its e-commerce business while its cloud computing segment, AWS, remains a critical growth driver [1][2][5]. Tariffs Impact - The recent tariff changes, including the closing of de minimis exemptions, will increase costs for Amazon's third-party sellers, potentially harming sales on its platform [2][3]. - The cost of tariffs will be absorbed by suppliers, sellers, and consumers, affecting pricing dynamics across the board [9]. AWS Performance - AWS is crucial for Amazon, generating 58% of the company's operating profits in 2024, and is less affected by tariffs compared to the e-commerce segment [5][6]. - While AWS benefits from the growing demand for cloud computing, it is not entirely immune to tariffs, particularly regarding the costs of hardware and chips sourced from Taiwan [6][7]. Market Outlook - Despite the current market sell-off and tariff implications, the long-term outlook for Amazon remains positive due to the ongoing migration to cloud services and AI workloads [8]. - The recommendation is to consider buying Amazon stock after the market stabilizes, as it may present a significant buying opportunity at a discount [10].

Market Overview - Equities have not performed well in 2025, with significant uncertainty due to President Trump's trade wars and fears of a potential recession [1] - The Nasdaq Composite and S&P 500 have recently entered correction territory, defined as a 10% drop from their recent highs [1] Historical Context - A bear market is defined as a 20% drop or more from an index's most recent high, and historical data suggests that investing during such times can be beneficial [3] - For instance, the Nasdaq and S&P 500 have more than doubled since their lows in April 2020, achieving a compound annual growth rate exceeding 15% [3] Investment Strategy - The principle of "being greedy when others are fearful" is emphasized, suggesting that downturns should be viewed as opportunities rather than threats [5] - Investing in strong stocks during bear markets is recommended as a strategy to capitalize on market volatility [5] Company Focus: Amazon - Amazon's shares have declined by 13% this year, but it remains a strong long-term investment due to its leadership in e-commerce and cloud computing [7] - Amazon Web Services (AWS) and its advertising unit are key growth drivers, with AWS offering a range of AI-related services that have seen increased demand [8] - Amazon's e-commerce platform benefits from a network effect, attracting more consumers as it adds more merchants [8] Growth Opportunities - Amazon Pharmacy is gaining market share from established competitors, enhancing convenience for consumers [9] - The company has a large ecosystem with over 200 million Prime members, providing multiple monetization opportunities [9] Valuation Considerations - Amazon generates consistent revenue, earnings, and cash flow, and is positioned in industries with significant growth potential [10] - The forward price-to-earnings (P/E) ratio for Amazon is approximately 30, compared to the average of 25 for the consumer discretionary sector [10] - Despite its premium valuation, Amazon is considered a strong buy, especially if a bear market occurs [11]

Core Viewpoint - The announcement of tariffs by President Donald Trump has led to a decline in stock prices, raising concerns about a potential global trade war and its impact on the economy. However, this situation has created attractive entry points for investors in several tech stocks [1]. Group 1: Nvidia - Nvidia is currently trading at a forward price-to-earnings (P/E) ratio of 23 and a price/earnings-to-growth (PEG) ratio near 0.4, indicating it is undervalued [3][6]. - The company is positioned well for growth, particularly in the AI sector, with its GPUs driving advancements in AI technology. Tariffs are not expected to hinder this growth, as semiconductors are reportedly exempt from the tariffs imposed on Taiwan [4][5]. - Nvidia anticipates that data center capital expenditures will reach $1 trillion by 2028, with major cloud computing companies planning to spend $250 billion on AI infrastructure this year [5]. Group 2: Amazon - Amazon's shares have been negatively affected by the new tariffs, as many goods sold are sourced from countries like China, potentially leading to increased prices and a slowdown in sales [7]. - Despite this, Amazon continues to benefit from long-term trends in e-commerce and is enhancing earnings through its higher-margin sponsored ad business and logistics efficiencies driven by AI [8][9]. - The company is trading at a forward P/E of 28.5, one of the lowest valuations in a decade, while its AWS segment is investing heavily in data center infrastructure to support growing AI service demand [9]. Group 3: Meta Platforms - Meta Platforms has experienced a decline in stock price due to tariff announcements, but it reported a 21% revenue growth last quarter, driven by its AI initiatives [10]. - The company faces potential short-term challenges due to higher prices and a possible global recession, which may lead advertisers to reduce spending [11][12]. - Meta is developing its new social media platform, Threads, which currently does not contribute to revenue but has strong monetization potential in the future. The stock is trading at a forward P/E of just above 21, representing a bargain for a leading digital advertising company [13][14].