Milk Road AI Amit’s AI Playbook: 5 AI Stocks With Massive Upside Most Investors Are Missing
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Dec 3, 2025 Dive into the world of AI investing as Amit reveals five overlooked stocks with incredible upside. He discusses whether AI is a bubble or a real opportunity, emphasizing its role in improving corporate earnings. The conversation shifts to potential IPOs from Anthropic and OpenAI, and Amazon's transformative AI strategies. Amit defends Meta's ad growth while questioning its heavy spending on the metaverse. He also highlights Palantir's unique growth and NVIDIA's strong market position, while urging exploration of smaller AI opportunities.
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Time IPOs To Market Sentiment
- Go public when investor appetite is hot to access liquidity and scale compute investments quickly.
- Expect public scrutiny to affect share price volatility after IPO.
AWS And Robotics Are Amazon's Margin Levers
- Amazon's recovery hinges on AWS re-acceleration and robotics-driven margin expansion.
- Robotics could boost operating margins from ~12% toward 20–25% by replacing labor costs.
Amazon's Chip Is Niche, Not A Direct Nvidia Kill
- Amazon's Tranium ASIC targets specific AWS AI workloads rather than replacing Nvidia GPUs.
- Increased competition won't kill Nvidia if the overall AI market keeps expanding.