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So, my big tech stock pick every year I
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pick a big tech stock pick and my stock
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pick this year is uh and when I say
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outperform, if AI throws up,
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everything's going down, folks. So, what
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I'm saying is this stock will perform
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better. That might be down 10 instead of
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down 50. But my big tech pick for 2026
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is Amazon. It's been an underperformer
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year to date. It's only up 7%. And also
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its revenue per employee is down 28%
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versus up 49, 56 and 62 at Metal
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Alphabet and Microsoft respectively
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because they have made massive
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investments that have not yet yielded
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payoffs. And what's just so striking is
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that Amazon is predicting it can double
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the revenue at its retail group, which
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is as big as topline revenue business,
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with no increase in employees. And I
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think the chocolate and peanut butter of
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AI and robotics at Amazon is huge. And
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Amazon is really the Ford of the 21st
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century. And that is over several years
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Ford was able to take the time to
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manufacture a car down 90%. And Amazon
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just since its acquisition of Ka Robots
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has been able to take down click to
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fulfill or to ship down by 80%. Amazon
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has a million operational industrial
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robots. So Amazon has two and a half
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times the number of operational robots,
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industrial robots is the rest of the
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nation combined. So they have made an
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enormous bet and typically margin
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expansion from Amazon has come from its
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media group where you have it forced to
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advertise or from its cloud group. But
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you're going to see a margin expansion
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at the hands of operational efficiencies
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from robotics and AI in its retail
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group. So in some it's a fair value
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right now. And I think you're about to
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see the mother of all margin expansion
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at the hands of AI and robotics. So my
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big tech stock pick for 26 is Amazon.
