Amazon$Amazon(AMZN.US) is a high-quality stock that can be held for the long term, but I still haven't bought in yet because I'm currently waiting for a possible second dip. The reason is that the US-Iran situation hasn't calmed down yet, and the pullback is most likely due to Donald Trump's statement: "I have immediately directed the United States Development Finance Corporation (DFC) to provide political risk insurance and financial security guarantees at a very reasonable price for all maritime trade passing through the Gulf, especially energy transportation. All shipping companies can avail themselves of this service. If necessary, the U.S. Navy will begin escorting tankers through the Strait of Hormuz as soon as possible. In any case, the United States will ensure the free flow of energy to all parts of the world. The United States' economic and military strength is the greatest in the world—more actions will follow. Thank you for your attention to this matter! President Donald J. Trump"… As soon as this statement came out, crude oil started falling to around 73. The problem is, even if you offer it, people are not too keen… Who can guarantee 100% safety… 😂

LongPort - J.P. Yangan
J.P. Yangan

$Amazon(AMZN.US) I think Amazon is currently undervalued. It holds stakes in Anthropic, the parent company of Claude, in its left hand and stakes in OpenAI in its right hand. It's also heavily investing in data centers now. Moreover, it's a company that hasn't seen any gains since the collective surge in April 2025. This year's main themes are nothing more than two: AI + commodities... Recording my thoughts.

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