Amazon and Meta Are the Only Two Stocks Joseph Carlson Would Bet $200K On Right Now
With geopolitical chaos as the backdrop, social sentiment is laser-focused on Amazon's AI capex bet and Meta's dominance — and the numbers are starting to make believers out of skeptics
Ticker Ratings
While the rest of the financial internet is busy debating naval blockades and whether the Pope can take a tweet, retail traders have quietly made their earnings call for 2026: $AMZN and $META, and they're putting real money behind it. YouTube investor Joseph Carlson disclosed over $100,000 invested in each — which in retail-trader terms is basically ringing the opening bell yourself.
The $AMZN bull case is genuinely hard to argue with right now. CEO Andy Jassy's shareholder letter revealed AWS AI revenue at a $15B run rate in Q1, growing 260x faster than AWS itself did at the same stage — and the chip business alone could be worth $50B standalone. That $200B capex spend the bears keep screaming about? Jassy says it's backed by firm customer commitments. Sentiment around $META is similarly bullish, with the stock viewed as a cash-generating machine that's quietly winning the AI ad war while everyone else fights over GPU allocations.
With the S&P 500 sitting less than 2% from all-time highs despite a literal naval blockade, Jeremy Siegel's take that this is 'a market that really wants to go up' is starting to feel less like cope and more like thesis — and retail is positioned accordingly.