The Joseph Carlson Show Amazon's Growth Is About To Explode
Sep 5, 2025
The tech sector is buzzing with Amazon's potential comeback, thanks to innovations in AI for their AWS platform. The podcast contrasts Amazon's bright growth forecast with Salesforce's struggles. It also explores stock volatility in Duolingo and Lululemon's competition with major brands. Lastly, the discussion touches on Netflix's triumph with K-pop Demon Hunters, surpassing even Squid Game, and the fierce rivalry in the streaming landscape.
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Amazon Could Reaccelerate With Anthropic
- Amazon may be poised for an AI-driven resurgence led by AWS and Anthropic partnerships.
- Semi-Analysis argues this could reverse recent cloud-market momentum against Microsoft.
Personal Amazon Allocation Example
- Joseph Carlson describes a $141,000 Amazon position built by large contributions with $48,000 in gains.
- He explains heavy personal conviction led to significant allocation to Amazon within his portfolio.
AWS Is Amazon's Crown Jewel
- AWS is the most important profit driver for Amazon and sits at enormous scale with $116 billion revenue.
- Even 17–18% growth is strong given AWS's massive base, but investor expectations compare it to faster-growing rivals.