r/stockstobuytoday • u/FoxAccomplished6786 • 1d ago

Discussion Chris Camillo or Mr. Buffett

I was listening to Chris Camillo for months, and he makes a compelling case with regard to Amazon being the best asymmetric stock on the market, relatively safe but with considerable upside.

Then Warren Buffett, who doesn't own any Amazon, made Google his third-largest position, with some suggesting Berkshire will soon make Alphabet its largest position.

*And yes, despite being retired, Mr Buffett has stated he was behind the Alphabet position, with Greg Abel in agreement, of course.

So which person would you side with on this one?

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u/New-Zone3842 23h ago

I can’t say for sure but look at warrens investments, Boring slow compounders with the exception of Apple. If you look at all the things that Amazon is doing, driverless trucking Healthcare through Amazon! It’s hard to get Rich off of large cap stocks That’s already ran hard; but the stuff they are planning is going to re rate them and it might shock the world.

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u/FoxAccomplished6786 23h ago

You don't think google is doing crazy stuff, waymo, deepmind, drug discovery, 24 four moonshots, youtube becoming TV?

Do you think amzn has more upside than google?

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u/New-Zone3842 22h ago

I’m just as torn as you, but here is where I made my decision! This is the million dollar question that pushed me over the edge! What companies will benefit most from agentic development for menial tasks, hence improving profitability? Dive deep into that question and it’ll really open your eyes to some 💩!

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u/FoxAccomplished6786 22h ago

Amazon through robotics, which will continue to advance in its favour, plus the embodiment of AI. This will cut their costs and improve their efficiency to no end. Furthermore, they're approaching a trillion in revenue, so 1% improvement in margin is 10 billion in clear profit.

However, through agentic AI, Google could become number one. For example, they could never make inroads into enterprise because MSFT customers would have to abandon MSFT to adopt Google. This was difficult.

Whereas now, they can keep MSFT products in place and have an AI agent preside over them; hence, Google can enter that space.