🎉 Amazon’s $50 Rally: Why PRO Subscribers Are Celebrating!
Back in April, I called Amazon my top "bull market rebound" stock. Here's how it played out—and what it says about finding winners early.
Hey friend,
Let’s take a trip back in history: On April 15th, Amazon was trading around $178.
That day, I told PRO subscribers it was my top pick for whenever the market started to rebound. I was convinced by the strength of AWS (Amazon Web Services), the growing efficiency of its retail business, and its expanding ad business that Wall Street was grossly underestimating.
If we fast-forward to today, where is Amazon five months later? Trading $50 higher.
These are the kinds of investments that pay for vacations, cover mortgage payments, or reshape entire portfolios—especially for PRO readers who acted immediately.
Why It Worked (And Why It Matters)
In April, I highlighted three areas of growth within Amazon’s business that most investors were overlooking:
AWS (Amazon Web Services): AWS was already the backbone of what we all refer to as “The Cloud.” But now it’s even clearer that it’s in the best position to capitalize on the AI boom. AWS spent decades becoming deeply embedded in enterprise IT, and the companies building AI tools want infrastructure that’s stable, secure, and global—that’s AWS. Companies are spending billions to get AI into their platforms, and it’s exactly why Amazon’s cloud revenue is still growing at double-digits.
Retail Scale Advantages: Amazon’s retail business isn’t just about e-commerce anymore—it’s about a total experience. In April, I highlighted their logistic improvements, saying it was a wall competitors wouldn’t be able to climb. Fast forward five months: Amazon now delivers faster than nearly any competitor on the planet, which keeps prime members loyal and drives their recurring revenue. In other words, they're becoming faster and cheaper, while everyone else is struggling to keep up.
Advertising Growth: This still surprises most investors—Amazon’s ads business is quietly becoming one of its largest profit engines. I called it "underestimated" in April. Today, Amazon's advertising business is growing faster than Google's. Why? Every company selling a product wants access to Amazon's massive base of ready-to-buy customers. In fact, Netflix just closed a major deal—for an undisclosed amount of money—to begin using Amazon’s advertising DSP in Q4 2025.
For those exact reasons, Amazon surged $50 from April to September. It wasn’t luck. It was recognizing a company with multiple engines of growth—and investors who saw and acted on it early were rewarded.
The Tale of Two Investors
Some of you read that April analysis, believed in the thesis, and acted. Congratulations on your $50 profit per share!
Others read it, nodded in agreement... and didn’t act—which is also fine. That's human nature, and it happens to every investor. But if we’re being honest, watching a stock climb $50 without you stings.
So here's the key lesson: The difference between reading about winners and owning them comes down to having a trusted system to spot opportunities, and the conviction to act on it.
What’s Next
Tomorrow in PRO, I’m breaking down the exact framework I use to find outstanding companies (like Amazon) before they explode higher.
It’s the same playbook that guided me in April—and it’s the same one I’m using now to identify the next big winners on my radar.
If you didn’t buy Amazon in April, but don’t want to miss the next big company, tomorrow's PRO article is for you. I hope you’ll subscribe to PRO and join us.
Keep learning,
✍️ Isaiah from Earn Out Loud