AMZN Stock: Is Amazon The Best Robotics Stock? 1 Million Robots Already Deployed [fib0h9qkrBS]
Amazon has deployed more than 1 million robots across its operations and is now testing humanoid robots inside its warehouses. In this Amazon stock analysis, I break down why I think AMZN is the best robotics stock in the market right now, and why the story goes far beyond AWS. This video covers Amazon's full robotics strategy: the Kiva Systems acquisition that started it all in 2012, the Amazon Industrial Innovation Fund and its 26 robotics investments, Digit the humanoid robot from Agility Robotics, Vulcan the first Amazon robot with a sense of touch, Zoox and the autonomous delivery thesis, and Prime Air drone economics. Then I open Stockpicker to check whether the Amazon stock fundamentals actually support this robotics stocks thesis — revenue, operating margin, CapEx, and a full Price to Operating Cashflow comparison against Google. Full disclosure: I own Amazon stock and it is my second largest holding across my two portfolios. This is not financial advice. I am a retail investor sharing my own research and opinions. Check the Amazon stock fundamentals yourself: ⏱️ Timestamps: 0:00 Amazon has 1 million robots and is testing humanoids 0:20 Why AMZN stock is the best robotics stock nobody expects 0:45 Kiva Systems: the 775 million dollar bet that changed everything 2:00 Amazon Industrial Innovation Fund and 26 robotics investments 3:00 The hard ceiling of warehouse robots until now 3:30 Digit: the humanoid robot in 1,300 Amazon facilities 4:30 Vulcan: Amazon's first robot with a sense of touch 5:15 Why this vertical integration makes Amazon stock different 5:30 Why does an online store own a robotaxi company? 7:00 The endgame: self-driving cars and humanoid delivery 7:30 Prime Air drone economics and the AWS comparison 8:30 What this does to Amazon's retail margin 9:00 My next video: NVIDIA's robotics play 9:30 Stockpicker: Amazon stock fundamentals 10:45 Amazon vs Google: the Price to Operating Cashflow gap 11:15 2030 valuation projection 11:45 My position and disclosure #AMZNstock #AmazonStock #RoboticsStocks #AmazonRobotics #StockAnalysis #AmazonRobots #BestRoboticsStock