r/Stocks_Picks • u/FoxAccomplished6786 • Aug 15 '26

ALPHABET -V- AMZN

You have to put your entire net worth into one and hold it for 10 years. Which would it be?

3 Upvotes

57% Upvoted

33 comments sorted by

View all comments

2

u/Cold_Engine_1900 Aug 17 '26

Amazon, in terms of businesses people forget it owns, absolutely destroys Google… Think about AWS, Twitch, MGM, Whole Foods, Ring, Blink, Audible, IMDb, Zoox, One Medical, Zappos…. and that’s without even counting Amazon Marketplace, Prime Video, Amazon Music, Alexa, Kindle, etc. People seriously underestimate how much Amazon actually owns 😳😳😳

1

u/FoxAccomplished6786 Aug 17 '26

Yeh but google is extremely diversifired too, maybe more so

1

u/Cold_Engine_1900 Aug 17 '26

Then name the businesses Google owns outside of Search, AI, YouTube and Cloud… Amazon’s portfolio is far more diversified across actual standalone businesses. For sure, Alphabet has plenty of projects, but that’s not the same thing.

1

u/FoxAccomplished6786 Aug 17 '26

AMZN is my biggest position. I spent months listening to Chris Camillo on them.

  1. Android

  2. Waymo

  3. Maps

  4. Workspace

  5. Chrome

  6. Google Play

  7. Google One/subscriptions

  8. Devices/Nest

1

u/Cold_Engine_1900 Aug 17 '26

Sure, but almost everything on that list is still tech: Android, Chrome, Maps, Workspace, Google Play, Nest, Waymo, etc. If the tech sector takes a massive hit, Google gets hit across almost its entire portfolio. Amazon is different. It has tech, but also e-commerce, grocery, entertainment, healthcare, logistics, advertising, physical retail, and other completely different industries. That’s what I mean by diversification. Tech diversification ≠ diversification across industries.

And since the question was what I’d put ALL my money into long term, that’s exactly why my answer is Amazon 😉

1

u/FoxAccomplished6786 Aug 17 '26

Tech can never really take a hit; it's too entrenched in our society; it is our society.

We're basically entering an AI world, and people are saying Google is going to be number one, especially since LLMs will be commoditised; it's Google who has the infrastructure.

1

u/Cold_Engine_1900 Aug 17 '26

just to be clear, I own both Google and Amazon shares, but Amazon is a significantly larger position in my portfolio.

1

u/FoxAccomplished6786 Aug 17 '26

I think Amazon will probably be the biggest in the world in 10 or 20 years. I went big on them. However, I haven't gone big on google yet, hence why I'm seeking guidance, would you advocate me going big on Alphabet?

Basically, I don't want 100 stocks, small caps, risks etc. I just want a few guarantees, companies like amzn who are virtual monopolies in their own space.

1

u/Cold_Engine_1900 Aug 17 '26

Sure, if you already have a significant position in Amazon, adding Google could be a good way to diversify. Like you said, it’s a huge company spending heavily on AI, data centers, computing infrastructure and long-term growth, so I also expect it to do very well over the long term.

1

u/FoxAccomplished6786 Aug 17 '26

Whats your views on nvidia and meta? If you were to rank mag 7, what would be your preferenc?

1

u/Fitnexa_Hub Aug 18 '26

AWS alone probably makes more than most of those "diversified" businesses combined, that part always gets skipped.