5 Best Stocks to Buy According to Billionaire Ken Griffin

2. Amazon.com (NASDAQ:AMZN)

Ken Griffin’s Stake Value: $3,263,557,286

Despite Azure and Google Cloud catching up, AWS still owns 32% of the global market, maintaining a lead over Azure’s 22% and staying nearly three times larger than Google Cloud’s 12% share.

But how does Amazon.com (NASDAQ:AMZN) benefit from the AI revolution?

While everyone else is fighting over expensive NVIDIA chips, AWS has built its own: Trainium3 and Inferentia2. AWS touched a $10 billion annual run rate just from its own AI chips. Why are these chips special? Amazon.com (NASDAQ:AMZN) claims they allow customers to train models at a much lower cost than using NVIDIA GPUs.

Amazon.com’s (NASDAQ:AMZN) core e-commerce business remains its biggest growth driver. Amazon.com (NASDAQ:AMZN) commands 40% of the U.S. e-commerce market share.

Montaka Global Investments stated the following regarding Amazon.com, Inc. (NASDAQ:AMZN) in its Q4 2025 investor letter:

In 2025, even advantaged cloud computing hyperscaler, Amazon.com, Inc. (NASDAQ:AMZN), underperformed the broader equity index. This might seem counterintuitive, given the extreme advantages of these businesses, including their favourable positioning within the AI revolution and countless meaningful growth options on the horizon. But remember: temporary underperformance relative to the market index is a feature, not a bug, of the stock price trajectories of even the most attractive investments (Click here to see the full text).