π― The AI 20: The Leaders (10-6)
Five companies we believe are leading the AI revolution.
AI is creating one of the greatest investment opportunities of our generation. But not every company will emerge as a long-term winner. Some will define the AI era. Others will be left behind.
Thatβs why we created The AI 20: our ranking of the 20 stocks we believe are best positioned for the AI era.
Not based on hype, but on long-term fundamentals, competitive advantages, innovation, execution, and value creation.
The series is divided into four chapters:
π΄ The Challengers (20β16)
π’ The Innovators (15β11)
π΅ The Leaders (10β6)
π‘ The Titans (5β1)
Last week, we revealed the first half of The AI 20: The Challengers (20β16) and The Innovators (15β11).
Today, we enter the Top 10 with The Leaders. Five companies we believe are leading the AI revolution.
Time to reveal The Leaders (10β6) β¨π
Disclaimer:
The information and opinions provided in this article are for informational and educational purposes only and should not be considered as investment advice. Please consult the general disclaimer for more details.
#10: Amazon (NASDAQ: AMZN)
Most people know Amazon as the worldβs largest online retailer. We believe its biggest AI opportunity lies somewhere else: Amazon Web Services (AWS).
AWS is the worldβs largest cloud platform and gives businesses the computing power, storage, and AI services they need to build and run AI applications. Thousands of companies already use AWS to train AI models, deploy AI agents, and develop AI applications.
Amazon is also building its own AI platform. The company has developed Trainium and Inferentia, two custom AI chips designed for AI workloads, while Amazon Bedrock makes it easier for customers to build AI applications using leading AI models.
Source: AWS Builder Center β AWS AI Stack
Amazon isnβt just using AI. It helps thousands of companies build and scale AI applications through AWS.
As AI adoption grows, more companies are likely to build AI on AWS, giving Amazon an even bigger role in the AI ecosystem.
The Future Investors (Vincent & Stefan) currently do not hold a position in Amazon.
Fundamental Score: 74 π’ β Quality
This is just the first Leader. The next four each play a key role in the AI revolution π€
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