Ever have one of those moments where you watch a stock you love get absolutely hammered for no good reason, and your gut screams “this is ridiculous, it’s time to buy”? Yeah, that’s pretty much where we are right now with two absolute giants that a very loud guy on television just gave his full-throated endorsement to—while they’re still in the bargain bin.
I’m talking about Amazon and CrowdStrike, two names that have been taking it on the chin lately but, according to one of the most followed voices in the investing game, represent screaming opportunities—especially if you’re relatively new to the market and looking for quality at a discount.
Why the Pros Sometimes Get It Wrong (At First)
Let’s be honest: even the sharpest minds on Wall Street change their tune sometimes. And when they do it publicly? That’s worth paying attention to.
Just yesterday morning, during the daily strategy session that thousands of investors tune into, the host flat-out admitted he had been preparing to be negative on Amazon’s cloud business. His worry? That maybe, just maybe, the company was falling behind in the one area that everyone cares about right now—generative AI and the infrastructure behind it.
Then Amazon held its big cloud conference in Las Vegas. New custom chips were announced. A significantly deeper partnership with the undisputed leader in AI accelerators was revealed. And suddenly? The entire bear case went up in smoke.
“I was prepared to think that these tools didn’t matter. I was prepared to think that maybe they’re falling behind… I’m scrapping that whole thesis.”
That’s not just a minor adjustment. That’s a complete 180. And when someone with that kind of track record and audience flips the script so dramatically, it tends to move markets—eventually.
Amazon: Still the 800-Pound Gorilla in the Room
Look, we all know Amazon makes most of its money these days from cloud computing, not from shipping you toilet paper in two days (though that’s nice too). AWS remains the profit engine that funds everything else the company dreams up.
The fear over the last few months has been real: growth appeared to be slowing, competitors were making noise, and investors started asking hard questions about whether the moat was shrinking. Add in some broader concerns about enterprise spending and you had a recipe for the stock to drift lower.
But here’s what the recent announcements reminded everyone: Amazon didn’t get to be a trillion-dollar company by standing still.
- New Trainium2 chips that deliver better performance-per-dollar than the previous generation
- Even closer integration with Nvidia’s latest hardware
- A clear roadmap showing they’re not ceding the AI infrastructure race to anyone
In my experience, when a company this dominant starts showing renewed technical aggression, the market eventually rewards it. Sometimes it takes a quarter. Sometimes two. But history has been kind to those who bought Amazon on fear rather than headlines.
And right now? The stock is still down meaningfully from its highs. That creates what professionals call “asymmetric upside”—limited downside with substantial potential reward if things play out as expected.
CrowdStrike: When the Numbers Don’t Lie
If Amazon’s dip has been about narrative and perception, CrowdStrike’s recent weakness feels almost criminal when you actually look at what the company reported.
They didn’t just beat expectations—they crushed them. Then they raised guidance. Then the stock… went down anyway.
Welcome to late 2025, where sometimes good news is punished because the market is worried about something completely unrelated six months from now.
“I am saying again, you’re getting an opportunity to buy.”
The investment team following this name didn’t just talk their book—they put a new, higher price target on the stock. $550 to be exact, up from $520 previously. And they maintained their strongest possible buy rating.
Why the confidence? Because cybersecurity spending isn’t discretionary in the way some other tech categories can be. When companies get hacked—and they will—they don’t respond by cutting their security budget. They double it.
CrowdStrike sits at the absolute center of that reality. Their platform has become the standard for many of the largest organizations on earth. The network effect here is powerful: the more customers they have, the better their threat intelligence becomes, which makes the product stickier, which brings in more customers. It’s a virtuous cycle that shows no signs of slowing.
The Bigger Picture: Markets and Interest Rates
One of the more interesting comments from yesterday’s session was about what actually drives market direction right now. It wasn’t the latest AI headline or some earnings report—according to this view, stocks are primarily taking their cues from interest rates.
That makes intuitive sense. When rates look like they might stabilize or come down, growth stocks—particularly profitable, high-quality growth stocks—tend to re-rate higher. We’ve seen this movie before.
Even some softer labor market data yesterday barely moved the needle. Why? Because softer data increases the odds of friendlier monetary policy. And friendlier policy is rocket fuel for the exact kinds of companies we’re discussing here.
What Should New Investors Actually Do?
Here’s where it gets practical. If you’re sitting on cash and you’ve been waiting for “a pullback” to put money to work, congratulations—this is the pullback you’ve been asking for in two of the highest-quality tech names available.
- Both companies are profitable and growing
- Both operate in secular growth markets (cloud and cybersecurity)
- Both just demonstrated continued innovation and execution
- Both are trading well off their highs
- Both have significant institutional sponsorship
That combination doesn’t come around every day. In fact, it rarely does.
The professional move here isn’t to try to time the absolute bottom. It’s to recognize when quality is on sale and start building positions thoughtfully. Sometimes that means buying a little now, and a little more if it goes lower. Sometimes it means going all in because you recognize the opportunity might not last.
Either approach beats sitting on the sidelines wondering “what if” six months from now when these names are considerably higher.
The Bottom Line
Markets climb walls of worry. Always have, always will. Right now there are plenty of worries to go around—election fallout, interest rate paths, geopolitical tension, you name it.
But beneath all that noise, exceptional companies continue doing exceptional things. They innovate. They execute. They grow earnings. And occasionally, the market gives you a chance to own them at more reasonable prices than usual.
This feels like one of those times with both Amazon and CrowdStrike.
Whether you’re a seasoned investor or just getting started, moments like these are what separate those who build real wealth in the stock market from those who simply follow the crowd. The crowd is fearful right now. The smart money appears to be accumulating.
Which side of that equation do you want to be on?
I’ve been doing this long enough to know that opportunities this obvious don’t stay on sale forever. Sometimes the best trades feel uncomfortable at first. Sometimes they require going against the recent price action. But when the fundamentals are this strong and the valuations have compressed this much?
Well, that’s usually when the big money gets made.
