The Prof G Pod with Scott Galloway No Mercy / No Malice: Big Tech Stock Pick of 2026 is Amazon
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Nov 1, 2025 This discussion reveals Amazon as the top big-tech stock pick for 2026, highlighting its undervalued potential among the 'Magnificent Seven.' Insights include how automation will transform retail margins and how the company is leveraging robotics for fulfillment efficiency. The podcast explores Amazon's logistics strength, the impact of advancements in AI and robotics, and the hidden costs of automation, including job reductions. Galloway critiques policy decisions that favor automation, raising questions about its broader economic implications.
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Amazon Is The Most Undervalued Magnificent Seven
- Scott Galloway argues Amazon is the most undervalued company among the Magnificent Seven.
- He believes investors underappreciate Amazon's retail automation and next growth engine.
Automation Unlocks Retail Margin Expansion
- Automation investments are delivering operational leverage and cutting costs in retail.
- Morgan Stanley estimated next-gen robotic centers could save Amazon billions and add substantial enterprise value.
Amazon Moves Atoms And Bits
- Amazon uniquely straddles digital and physical worlds as a logistics company at its core.
- Its scale in moving atoms gives it a distinct moat compared with bit-focused tech peers.