By these levels, I mean 2300 for GOOGL and 2600 for AMZN.
For AMZN, I like their AWS growth and their Project Kuiper, which could be a game changer. Their e-commerce is not doing super well lately though, and they are facing a risk of diworseification.
For GOOGL, their cloud growth and their AI initiatives look interesting. Their cloud is not profitable yet though, and they do seem to be rather reliant on advertising (including Youtube).
GOOGL has the better PE.
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