Buffett's Legacy: SIRI, NU, and AMZN Remain Key Holdings
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 20 2026
0mins
Should l Buy AMZN?
Source: Fool
- Sirius XM Holdings: Despite retiring, Buffett's Berkshire Hathaway maintains a 37.1% stake in Sirius XM, which has lost nearly two-thirds of its value over three years; however, it generates over $1 billion in annual free cash flow, highlighting its profitability and appeal to value investors.
- Nu Holdings Growth: Nu Holdings reported a 39% revenue increase and a 38% rise in adjusted net income in its latest quarter, with over 60% market penetration in Brazil, while also eyeing expansion opportunities in Mexico and Colombia despite the sluggish U.S. fintech sector.
- Amazon's Diversified Business: Amazon's AWS accounted for 22% of total net sales and 66% of operating profit in the latest quarter, showcasing its strong profitability beyond e-commerce, with advertising growing at twice the rate of its core business, enhancing its market position.
- Investment Considerations: While Sirius XM and Nu are trading at relatively low P/E ratios of 6.6 and under 20, respectively, Amazon's P/E is 30; given its brand strength and AWS potential, investors should consider the long-term value of these holdings when selecting stocks.
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Analyst Views on AMZN
Wall Street analysts forecast AMZN stock price to rise
44 Analyst Rating
41 Buy
3 Hold
0 Sell
Strong Buy
Current: 208.730
Low
175.00
Averages
280.01
High
325.00
Current: 208.730
Low
175.00
Averages
280.01
High
325.00
About AMZN
Amazon.com, Inc. provides a range of products and services to customers. The products offered through its stores include merchandise and content it has purchased for resale and products offered by third-party sellers. The Company’s segments include North America, International and Amazon Web Services (AWS). It serves consumers through its online and physical stores and focuses on selection, price, and convenience. Customers access its offerings through its websites, mobile apps, Alexa, devices, streaming, and physically visiting its stores. It also manufactures and sells electronic devices, including Kindle, Fire tablet, Fire TV, Echo, Ring, Blink, and eero, and develops and produces media content. It serves developers and enterprises of all sizes, including start-ups, government agencies, and academic institutions, through AWS, which offers a set of on-demand technology services, including compute, storage, database, analytics, and machine learning, and other services.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Cloud Business Performance: Amazon Web Services (AWS) is growing significantly faster than its e-commerce segment, driven by the expanding AI market that encourages more companies to invest in cloud infrastructure, thereby enhancing Amazon's profitability and market competitiveness.
- Investment Impact: Amazon plans to invest up to $200 billion in its cloud and AI infrastructure, a substantial investment that may pressure stock prices in the short term but is expected to strengthen its market position and profitability in the long run.
- Future Outlook: Analysts project Amazon's revenue and EPS to grow at CAGRs of 12% and 18% from 2025 to 2028, and if the stock trades at a 25 P/E ratio by 2028, it could rise 40% over the next two years, highlighting its long-term investment potential.
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- Cloud Business Performance: Amazon Web Services (AWS) is growing significantly faster than its e-commerce segment, driven by the expanding AI market that encourages more companies to invest in cloud infrastructure, thereby enhancing Amazon's profitability and market competitiveness.
- Investment Impact: Amazon plans to invest up to $200 billion in its cloud and AI infrastructure, a substantial investment that may pressure stock prices in the short term but is expected to strengthen its market position and profitability in the long run.
- Future Outlook: Analysts project Amazon's revenue and EPS to grow at CAGRs of 12% and 18% from 2025 to 2028, and if the stock trades at a 25 P/E ratio by 2028, it could rise 40% over the next two years, highlighting its long-term investment potential.
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- Infrastructure Development: The new investment will support the development of Amazon Web Services (AWS) in the Aragón region of Spain, strengthening local digital infrastructure and enabling businesses and organizations to innovate and grow in cloud computing and AI.
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- Revenue Growth Expectations: Analysts project Plug Power's revenue to grow at a 17% CAGR from 2025 to 2028, driven by new government and commercial contracts and soaring demand for electrolyzers.
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- Mild Performance of Dow: The impact of tech giants on the price-weighted Dow Jones Industrial Average was milder, with the index rising 0.49%, while the highest-priced shares in this classic index mainly gained less than 1%, indicating weakness in traditional blue-chip stocks.
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- Tech Stock Performance: As of 2:40 p.m., Nvidia rose by 2.2%, Amazon by 3.9%, and Meta by 2.2%, although these stocks remain below their 52-week highs, reflecting cautious investor sentiment regarding the future of the AI industry.
- Market Volatility: Heightened volatility due to military conflicts and international tensions has increased investor demand for signs of stability, which supported tech stocks during Wednesday's trading despite an uncertain overall economic environment.
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