Billionaires Sell Amazon Stock and Buy a BlackRock ETF That Could Soar Up to 13,500%, According to Wall Street Experts

4 days ago 2

Trevor Jennewine, The Motley Fool

Tue, January 20, 2026 astatine 2:35 AM CST 6 min read

In the 3rd quarter, hedge money billionaires Philippe Laffont and Steven Schonfeld sold Amazon banal and added to their positions successful the iShares Bitcoin Trust.
Wall Street expects Amazon’s net to turn astatine 19% annually implicit the adjacent 3 years, which makes the existent valuation of 34 times net look fair.
More companies and organization investors are buying Bitcoin (or spot Bitcoin ETFs), and that is apt to proceed due to the fact that it is the much fashionable and astir liquid cryptocurrency.
10 stocks we similar amended than Amazon ›

Prediction Market powered by

In the 3rd quarter, 2 hedge money billionaires sold Amazon (NASDAQ: AMZN) and added to positions successful the iShares Bitcoin Trust (NASDAQ: IBIT), an exchange-traded money (ETF) managed by BlackRock that tracks the spot terms of Bitcoin (CRYPTO: BTC).

Philippe Laffont of Coatue Management sold 1.4 cardinal shares of Amazon, trimming the presumption 14%. He besides purchased 76,100 shares of the iShares Bitcoin Trust, much than doubling his stake.
Steven Schonfeld of Schonfeld Strategic Advisors sold 253,700 shares of Amazon, reducing the presumption 72%. He besides added 1.1 cardinal shares of the iShares Bitcoin Trust, expanding his involvement 20%.

The trades are noteworthy due to the fact that Laffont and Schonfeld outperformed the S&P 500 (SNPINDEX: ^GSPC) by 94 percent points and 22 percent points, respectively, successful the past 3 years. That makes some hedge money managers bully sources of inspiration.

Several Wall Street analysts expect Bitcoin to beryllium acold much invaluable successful the future. Tom Lee astatine Fundstrat Global Advisors says its terms could deed $3 trillion successful the agelong run, which implies much than 3,000% upside from wherever it presently trades astatine $95,000. Michael Saylor of Strategy says its terms could deed $13 cardinal by 2045, implying much than 13,500% upside.

Here's what investors should know.

A metallic bull looks down astatine a metallic bear, some lasting connected newsprint.

Amazon has a beardown beingness successful e-commerce, integer advertising, and unreality computing. Building connected that advantage, the institution has integrated artificial quality (AI) products and features crossed each 3 concern segments to thrust gross maturation and amended nett margins.

In e-commerce, Amazon has developed hundreds of generative AI applications to amended operational efficiency. They automate lawsuit service, optimize request forecasting, amended inventory placement, and expedite last-mile delivery. Amazon has besides developed an AI exemplary called DeepFleet that helps robots navigate warehouses much quickly.

In unreality computing, Amazon Web Services (AWS) has launched caller foundational models and services, specified arsenic Bedrock for generative AI exertion development. AWS has besides introduced AI agents for coding, security, and incidental monitoring, and a concern quality level called Quick Suite, which leans connected generative AI to analyse data, aboveground insights, and automate workflows.