Amazon.com Inc. (AMZN)

Amazon.com Inc. (AMZN $274.99)
- $274.99 P/E (TTM): 38.15X Cap: $2.95T
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Amazon.com Inc. (AMZN $274.99)
- $274.99 P/E (TTM): 38.15X Cap: $2.95T
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TFI International Inc. (TFII $190.04)
- $190.04 P/E (TTM): 46.79X Cap: $15.61B
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Q: What would your feelings about tfii considering the Amazon deal for shipping by Amazon and the significant stock negative reactions of fedex , ups and tfii ? Cheers Doug

Read Answer Asked by Doug on May 06, 2026

Amazon.com Inc. (AMZN $274.99)
- $274.99 P/E (TTM): 38.15X Cap: $2.95T
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Alphabet Inc. (GOOG $395.14)
- $395.14 P/E (TTM): 35.55X Cap: $4.70T
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Micron Technology Inc. (MU $666.59)
- $666.59 P/E (TTM): 30.23X Cap: $751.73B
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Vanguard Total International Stock (VXUS $85.62)
- $85.62 P/E (TTM): 10.89X Cap: $151.03B
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Q: Woops
Hi - my previous question was perhaps overlooked. It asked "If you could only own one other US stock (i.e. besides GOOG) and sought the best risk-adjusted return over 5yrs, what would you initiate a position in today?"
5i answered: GOOG :-)

How about this: If you already owned GOOG and could only own a total of 2 U.S. securities (in any sector):
1) What stock would you pick?
2) What ETF would you pick?

Thank you.

Read Answer Asked by Trevor on May 04, 2026

Amazon.com Inc. (AMZN $274.99)
- $274.99 P/E (TTM): 38.15X Cap: $2.95T
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Meta Platforms Inc. (META $612.88)
- $612.88 P/E (TTM): 25.75X Cap: $1.55T
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Alphabet Inc. (GOOG $395.14)
- $395.14 P/E (TTM): 35.55X Cap: $4.70T
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Microsoft Corporation (MSFT $413.96)
- $413.96 P/E (TTM): 25.73X Cap: $3.07T
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Micron Technology Inc. (MU $666.59)
- $666.59 P/E (TTM): 30.23X Cap: $751.73B
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NVIDIA Corporation (NVDA $207.83)
- $207.83 P/E (TTM): 40.1X Cap: $5.05T
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Celestica Inc. (CLS $564.36)
- $564.36 P/E (TTM): 57.37X Cap: $64.88B
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Vertiv Holdings LLC Class A (VRT $358.92)
- $358.92 P/E (TTM): 100.01X Cap: $137.86B
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Nebius Group N.V. (NBIS $195.09)
- $195.09 Cap: $49.53B
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Q: Hyperscalers (AMZN, MSFT, GOOG, META) announced plans for a staggering, nearly one trillion dollars, of spending on AI buildout for the next year. Can you recommend a basket (5?) of companies that represent the best investments to benefit from this massive spend?

Thanks.

Read Answer Asked by Joel on May 04, 2026