Is Amazon 1 of the best stocks to buy right now? Here’s what the smart money has been doing

It’s all the time attention-grabbing to see what shares among the greatest traders on the earth have determined to purchase lately. And one inventory particularly stands out within the newest knowledge for This autumn 2025.

The inventory in query is Amazon (NASDAQ:AMZN). There are all the time differing views within the inventory market, however traders appear to have dramatically completely different concepts about what to make of this one. 

Patrons and sellers

Over the past three months of 2025, Baupost Group – led by Seth Klarman – was shopping for Amazon shares. And that’s putting due to the corporate’s technique and orientation. 

Baupost is an funding agency with a long-term worth technique. And Klarman’s e book on worth investing is a dense tutorial tome that takes the significance of valuations extremely severely.

Amazon isn’t usually considered a classical worth inventory, which makes Baupost’s transfer attention-grabbing. However on the opposite aspect of the equation is Warren Buffett’s Berkshire Hathaway. 

In Buffett’s ultimate quarter as CEO, Berkshire offloaded over 90% of its stake within the on-line market and cloud computing agency. And time will inform whether or not that was a great transfer. 

It’s uncommon to seek out worth traders having such diametrically opposed concepts. The inventory has fallen 12% because the finish of the reporting interval, however what ought to traders count on from right here?

All-in on AI

Synthetic intelligence (AI) creates an attention-grabbing dynamic for Amazon. Unusually, it’s each a menace and a chance for the corporate on the identical time.

The dangers are twofold. One is the potential problem to its market if customers are turning to ChatGPT or Gemini to begin procuring searches, as a substitute of Amazon’s on-line market.

Amazon, although, can provide prospects one thing rivals can’t. Its scale means it will probably present sooner supply and higher comfort the place patrons can discover the issues they want in a single place.

The opposite is that the agency is ready to spend $200bn this 12 months, with the bulk occurring knowledge centres. If AI demand is available in weaker than anticipated, this might lead to large losses.

However, if issues do prove effectively, getting an enormous return on an funding of that measurement may very well be a singular alternative. And the inventory falling seems to low cost this chance.

It’s additionally price noting that Amazon is a significant investor in Anthropic – the agency that’s been launching agentic AI plugins. So it additionally stands to profit from the success of AI in one other large method.

What I’m doing

Klarman shopping for whereas Buffett sells illustrates why traders ought to do their very own pondering in the case of shopping for shares. Even the perfect within the enterprise don’t all the time agree. 

By way of my very own portfolio, I’ve a foot in each camps. I wasn’t shopping for the inventory in This autumn, however the falling share value means I’ve began so as to add to my stake within the firm.

Within the case of Berkshire, there’s an opportunity the agency is likely to be shopping for once more within the final six weeks. However it’ll be one other three months earlier than traders discover out with the following launch.