We just covered the Jim Cramer Stock Portfolio: Top 10 Stock Picks. Amazon.com, Inc. (NASDAQ:AMZN) ranks #1 (see Jim Cramer’s top 5 stock picks in 2026 here).
Amazon.com, Inc. (NASDAQ:AMZN) is one of the top stocks in Jim Cramer’s latest portfolio. In October, Cramer explained why he plans to hold on to the e-commerce and Cloud giant’s stock despite its relative underperformance over the past four years. Cramer said that Amazon.com, Inc. (NASDAQ:AMZN) remains one of the high-quality businesses and he is bullish on the stock for the long term. He said AWS growth above 20% would reinforce his bull thesis. Last month, Amazon.com, Inc. (NASDAQ:AMZN)’s results showed AWS rose 24% year over year in Q4.
“You need stocks that you can work for over long, long periods of time,” Cramer said at the time. “I am a huge believer that Amazon stock will eventually catch up with my judgment.”
Cramer said he likes Amazon.com, Inc. (NASDAQ:AMZN)’s plan to lay off thousands of workers to save money and use AI to boost efficiency. He said he learned a lesson after selling Alphabet shares on concerns about AI and regulatory risks and missing the stock’s strong rally later. He added that he would not repeat the same mistake with Amazon.com, Inc. (NASDAQ:AMZN).
“The bottom line dumping Alphabet was a huge mistake, and I’m not going to make the same mistake a second time,” Cramer said. “A gigantic company run by brilliant people figures out a way to win.”
Ironvine Capital Partners stated the following regarding Amazon.com, Inc. (NASDAQ:AMZN) in its Q4 2025 investor letter:
“Amazon.com, Inc. (NASDAQ:AMZN)is one of the most successful companies ever built, yet with all its accomplishments, we believe its businesses are only growing in importance with the passage of time. Over the last three decades the company has established its position as an advantaged infrastructure provider in two huge markets: e-commerce and cloud computing. These physical investments make it difficult for competitors to meaningfully encroach on Amazon’s turf, while providing opportunities to layer high margin complementary offerings on top of the foundation. These add-on services have made the network more valuable to customers, encouraging greater usage and generating incremental revenue that can be reinvested to strengthen the underlying infrastructure.
