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Apple (NASDAQ: AAPL) is the largest position in the Berkshire Hathaway portfolio, accounting for 21.6% of total holdings, according to Warren Buffett. Amazon (NASDAQ: AMZN) represents only 0.8% of the portfolio. Buffett views Apple as a strong business due to its ecosystem and share buyback program, while Amazon’s AI growth, particularly in its AWS segment, is seeing triple-digit increases, potentially leading to a multibillion-dollar business.
Buffett first bought Apple shares in 2016, predicting his stake would grow through Apple’s buybacks. Currently, Apple’s valuation is considered less attractive compared to Amazon, which is near its 10-year low. Amazon CEO Andy Jassy envisions that AI capabilities could significantly expand AWS revenues.
Given the contrasting business models and current valuations, analysts suggest that Amazon might be a better stock to buy than Apple at this time, especially considering its potential for substantial growth in the AI sector.
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