Two Stocks for a Rainy Decade

The market, they say, has a memory like a goldfish. Which is convenient, because most of the players don’t have much better. You look for companies that aren’t just growing, but leading the growth. Ones with a future that isn’t built on sand. Two names came up. They weren’t pretty, but they had a pulse.

Let’s talk about them. Not as a promise, mind you. Just as a possibility in a world full of long shots.

Amazon

Amazon. The name itself sounds like a jungle, and that’s about right. They don’t just sell things; they deliver them. They built a logistics network that would make a general blush. It’s a machine, humming with efficiency, and it’s hungry.

They’re throwing money at robotics and AI, trying to shave seconds off delivery times. It’s a gamble, sure, but when you’re already the biggest, you can afford to roll the dice. Last quarter, their North American income jumped 24% on a 10% revenue increase. That’s not growth, that’s a land grab.

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But the real money isn’t in boxes. It’s in the cloud. Amazon Web Services. They didn’t just build a cloud; they invented the industry. Now, it’s their biggest profit center, and it’s accelerating. Revenue was up 24% last quarter, the highest in three years. They’re throwing another $200 billion at it this year. A fortune. But in this game, you spend money to make money.

The stock itself isn’t cheap, but it’s not outrageous either. A forward P/E of under 27. Compared to brick-and-mortar dinosaurs like Walmart and Costco, trading at over 40, it looks almost reasonable. Almost.

Meta Platforms

Meta. Used to be Facebook. They’ve been shedding names like a snake sheds skin. But the core business is still there: attention. And they’re masters at getting it. They’ve been applying AI to their business with a cold, calculating efficiency. And the stock? Cheap. A forward P/E of just 21. A steal, almost.

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Last quarter, revenue growth accelerated to 24%, and they’re projecting even more in Q1. Between 26% and 34%. That’s not just growth; it’s a surge.

AI is the engine. It’s feeding users content they crave, keeping them glued to their screens. More time on the site means more ad impressions. Last quarter, those impressions jumped 18%. It’s a rabbit hole, and AI is the one digging it.

They’re also using AI to help advertisers create better campaigns, target better, and convert better. Better targeting means better pricing. And they’re starting to serve ads on WhatsApp and Threads. More platforms, more eyeballs, more money. It’s a simple equation, really.

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2026-02-21 14:52