American Express just grew earnings +26% and FCF hit $18B. With a P/E of 25 and P/FCF of just 13, this is a hidden quality-income play worth buying under $370.
Broadcom is evolving into a cash-printing hybrid of chips and software. Valuation is stretched, but the transformation is real. Buy now — or wait for the next dip?
ASML boasts Big Tech-level margins and record FCF. Valuation is high, but its unmatched role in AI and chipmaking secures long-term relevance.
AppLovin shifted from speculative tech to high-margin cash machine. Explosive growth and profits — but rising valuation demands caution.
Ticker: AMZN | Sector: Consumer Discretionary – E-Commerce & Cloud | Market Cap (Dec. 2025): ~$2.48 Trillion
P/E Ratio (TTM): ~32x | Price/FCF (TTM): ~235x | Current Price: $232
Final Verdict: HOLD – Watch closely, potentially BUY on dip below $200
In 2025, AMD posts record margins, boosted by AI, but its stretched valuation calls for caution before buying at the top.