Whenever I buy supplies, I intend to keep it three to five, and then analyze if it is worth keeping it longer. During the time frame of that length, business results should be downloaded as a key factor for stock performance, not a short -term market mood. However, there are several shares in my portfolio that I never intend to sell, unless something drastically changes with their investments.
Three shares on this list “Hold Forever” look like a rather strong purchase today. They are also strongly involved in the artificial intelligence race (AI) and are well positioned to use the massive technological shift we go through.
Amazon (NASDAQ: AMZN) The key part of the life of most American consumers is. Almost everyone has bought something in their market before, and many people (including me) do a significant amount of shopping through their e-commerce platform.
However, I am more excited about my Cloud computing jobAmazon Web Services (AWS), which provides a computer power that customers can use for a website host, data processing, or training of AI models. Cloud computing allows clients to start their business on multiple assets, as they can easily increase or reduce the amount of process power they use and do not have to buy or maintain hardware themselves. AWS has provided 50% of Amazon operating revenue in Q4, despite only 15% of revenue.
Grand View Research predicts that between now and 2030. The cloud computing market will grow at an annual rate of 21% to $ 2,39. Amazon is perfectly positioned to use this massive trend of growth. Because Amazon is firmly accepted in the markets of wide consumption and cloud computers, it is a great stock to buy and posture.
Investment thesis for Alphabet (Nasdaq: Goog) (Nasdaq: Googl) It shares many similarities with the thesis for Amazon. While Amazon dominates the US e-commerce, the alphabet rules are searching with Google sidelines. This inherited job creates a huge amount of money from advertising.
Alphabet also has a cloud computing segment, and in the Q4 Google Cloud revenue has increased by 30% compared to the year compared to the 19% AWS growth. AWS remains much higher, generating $ 28.8 billion in revenue compared to Google Cloud, which generated $ 12 billion. Still, the same tail winds refer to both.
Alphabet also invested significant investments in AI, and his generative AI model twin became a top performer in this space. Although some investors worried that Alphabet’s solid grip on the search market would be weakened because AI was integrated into the products of its competitors, Google has made similar changes, and so far has largely maintained its wide leadership in space.
