u/ryallen23 ·
Reddit — r/stocks
· March 28, 2026 at 16:19
· ⬆ 99 pts
· 💬 70 comments
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AI Summary
Summary
A post expressing frustration with Amazon (AMZN) stock's prolonged underperformance relative to other major technology/FAANG peers.
The author's thesis is that holding AMZN has incurred massive opportunity cost, and they question the fundamental basis for choosing it over other top names, especially at elevated price levels during a geopolitical risk event ("Iran War prices").
Quality assessment: This is speculation/noise. It is an emotional rant based on personal performance disappointment and anecdotal price points, not well-researched fundamental or quantitative analysis.
Score99
Comments70
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▶ Full Post Text
Great investors repeatedly choose AMZN as a top pick and have it as a top holding, yet quarter after quarter, it lags numerous top names in performance.
If you bought anytime in the last 2 years besides tariff month, April 2025, it has been a very disappointing performer. and if you bought from July 2020 to March 2022, its been extremely disappointing.
The opportunity cost of staying in it has been massive.
Guess I got lucky getting in at 196 and out at 224 last year.
But if you aren't a trader and wanna invest the old school way, what basis is there (especially at Iran War prices this week) to choose it over any of the other big names? That it won't fall as much in a downturn?
AMZN has lagged the performance of "numerous top names" for years, creating a massive opportunity cost for long-term holders. This persistent underperformance, even when favored by great investors, suggests capital is better deployed in other leading companies that have shown superior relative strength. At current prices (which include a geopolitical risk premium), there is no compelling "old school" investment rationale to choose AMZN over other big names. AMZN's diverse businesses (AWS, retail, advertising) could accelerate growth, or it could act as a relative safe haven in a market downturn, justifying its holding.