1 Brilliant Growth Stock to Buy Before It Joins Nvidia in the $4 Trillion Club

While the number can change from day to day, there are currently 12 companies with a market cap of $1 trillion or more, but only one is a member of the prestigious $4 trillion club: Nvidia. The company supplies the graphics processing units (GPUs) that kick-started the artificial intelligence (AI) revolution, but some investors are looking ahead to see what comes next.

The stock market has pulled back thanks to geopolitical uncertainty, and some are wary of big tech’s spending plans, but I remain convinced that Amazon (NASDAQ: AMZN) is poised to join Nvidia in this prestigious club in the years to come.

Will AI create the world’s first trillionaire? Our team just released a report on the one little-known company, called an “Indispensable Monopoly” providing the critical technology Nvidia and Intel both need. Continue »

Macroeconomic fears aside, Amazon has laid a solid foundation for growth that will serve the company — and investors — well for years to come. Given its multipronged growth strategy, I would submit that Amazon will join the $4 trillion fraternity sooner rather than later.

Image source: Getty Images.

Soccer fans will no doubt be familiar with the term hat trick, which is when a player scores three goals in a single game. Likewise, Amazon has scored three successful major business units that are among the strongest in their respective industries. Furthermore, these complementary businesses tend to fuel each other’s growth, providing the company with a solid foundation for the future.

The foundation of Amazon’s business empire is the company’s e-commerce segment. Its expansive product offerings, extensive system of warehouses and fulfillment centers, and its vast delivery network give the company an unparalleled competitive advantage. This helped Amazon become the world’s largest online seller, then the world’s largest retailer — recently surpassing Walmart. Furthermore, Amazon Prime encourages users to buy more to get the most from their annual membership.

Let’s not forget Amazon Web Services (AWS), the company’s cloud computing segment, which provides businesses with on-demand computing power, content delivery, and data storage. Amazon pioneered the cloud infrastructure business, and it remains the industry leader.

Finally, there’s Amazon’s fast-growing advertising business. Growth is being driven by online product search, Prime Video, live sports programming, and the company’s recent addition of ads to Prime Video.

In the fourth quarter, Amazon’s revenue grew 14% year over year, an impressive growth rate for a company of its size. Each of its largest business segments contributed to the growth. E-commerce revenue grew 12%, while AWS grew 24% — its fastest rate of growth in 13 quarters. Digital advertising also had a strong showing, up 23%.

Investors clearly have AI fatigue, but it’s important to remember that Amazon has been successfully deploying these algorithms for years to support its growth — long before AI went viral. The company’s product recommendations, inventory forecasting, and delivery routing are just a few of the ways Amazon uses AI to boost its revenue and improve efficiency.

Amazon announced plans to spend $200 billion on capex over the coming year, citing strong demand for AWS. Some investors headed for the exits, but that could be a costly mistake, as Amazon is “monetizing capacity as fast as we can install it.” Put another way, the company is building out AWS cloud capacity for demand that’s already there, so it’s clearly the right move.

Amazon has a market cap of roughly $2.3 trillion (as of this writing), so it will need to grow its stock price by about 76% to reach $4 trillion. The company is expected to generate revenue of $808 billion in 2026, according to Wall Street, giving it a forward price-to-sales (P/S) ratio of less than 3. Assuming its P/S remains constant, Amazon would need revenue of roughly $1 trillion annually to support a $4 trillion market cap.

AMZN Revenue Estimates for Current Fiscal Year Chart
Data by YCharts

Not surprisingly, Wall Street currently expects Amazon to generate revenue of more than $1 trillion in 2028. If that forecast is accurate, Amazon could surpass a $4 trillion market cap in early 2029, if not sooner. That said, Amazon’s long track record of success and the consistency with which it defies Wall Street’s projections suggest it could reach that benchmark sooner.

Finally, at roughly 29 times earnings, Amazon stock is near its lowest valuation in nearly five years. This gives savvy investors the opportunity to pick up shares of an industry leader and a triple threat at a discounted price.

That’s why Amazon stock is a buy.

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On rare occasions, our expert team of analysts issues a “Double Down” stock recommendation for companies that they think are about to pop. If you’re worried you’ve already missed your chance to invest, now is the best time to buy before it’s too late. And the numbers speak for themselves:

  • Nvidia: if you invested $1,000 when we doubled down in 2009, you’d have $460,126!*

  • Apple: if you invested $1,000 when we doubled down in 2008, you’d have $48,732!*

  • Netflix: if you invested $1,000 when we doubled down in 2004, you’d have $532,066!*

Right now, we’re issuing “Double Down” alerts for three incredible companies, available when you join Stock Advisor, and there may not be another chance like this anytime soon.

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*Stock Advisor returns as of April 6, 2026

Danny Vena, CPA has positions in Amazon and Nvidia. The Motley Fool has positions in and recommends Amazon, Nvidia, and Walmart. The Motley Fool has a disclosure policy.

1 Brilliant Growth Stock to Buy Before It Joins Nvidia in the $4 Trillion Club was originally published by The Motley Fool

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