If investors can get their hands on the stocks that are building something much bigger, there's usually an outsized opportunity to benefit. There are plenty of reasons why Amazon might deserve a spot on your current buy list, but I think one of the most compelling is the company's Amazon Web Services (AWS) cloud computing business.
From Amazon to Mercadolibre to Shopify, many long-term stock winners have come from the online retailing industry. Enter Coupang (NYSE: CPNG). The online retailer is running a similar playbook to Amazon but in South Korea, and is gaining market share rapidly within the country.
Nvidia (NASDAQ: NVDA) warns that second-quarter revenue will be lower than previous estimates. Why Nvidia's long-term thesis appears to be intact. Does the former highflier have enough of a moat to fend off the likes of Amazon (NASDAQ: AMZN)?