Amazon Is My Big Tech Pick For 2022

Dec. 07, 2021 12:31 PM, Inc. (AMZN)AAPL, MSFT86 Comments


  • After having successfully chosen Amazon as my top FAAMG name of 2020, I believe this stock will be an outperformer again in 2022.
  • In this article, I present the three key reasons behind my call: unchanged fundamentals, overblown short-term concerns, and mean reversion.
  • In the face of rich valuations, pay attention to shares of high-quality companies that might be selling at a discount relative to the industry.
  • Looking for a helping hand in the market? Members of Storm-Resistant Growth get exclusive ideas and guidance to navigate any climate. Learn More »

Amazon prime boxes delivered to a front door

Daria Nipot/iStock Editorial via Getty Images

I have made it a habit of picking my favorite mega-cap tech stocks over the past few years. Apple (AAPL) did not disappoint at all in 2019; Amazon (NASDAQ:AMZN) wowed in 2020; and Microsoft (

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This article was written by

DM Martins Research profile picture
Tracking Economic Inflection Points To Guide Your Asset Allocation Strategy

Daniel Martins is a Napa, California-based analyst and founder of independent research firm DM Martins Research. The firm's work is centered around building more efficient, easily replicable portfolios that are properly risk-balanced for growth with less downside risk.

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Daniel is the founder and portfolio manager at DM Martins Capital Management LLC. He is a former equity research professional at FBR Capital Markets and Telsey Advisory in New York City and finance analyst at macro hedge fund Bridgewater Associates, where he developed most of his investment management skills earlier in his career. Daniel is also an equity research instructor for Wall Street Prep.

He holds an MBA in Financial Instruments and Markets from New York University's Stern School of Business.

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On Seeking Alpha, DM Martins Research partners with EPB Macro Research, and has collaborated with Risk Research, Inc.

DM Martins Research also manages a small team of writers and editors who publish content on several channels, including Apple Maven ( and Wall Street Memes (

Disclosure: I/we have a beneficial long position in the shares of AMZN, AAPL, MSFT either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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