The truth about Amazon could come out as early as January 1

Dear Reader,

Something big is about to come out of Amazon - and almost nobody sees it yet.

Yes, the headlines have been brutal: the FTC's $2.5 billion settlement... a fresh wave of layoffs... politicians lining up to call Amazon a monopoly or a tax cheat.

But while Wall Street is obsessing over these distractions, Amazon has quietly been preparing for the most important business shift in its history - a shift I believe will be revealed as early as on January 1.

Here's what almost no one realizes:

For fourteen years, Jeff Bezos has been funding a technology most investors don't even know exists. Bezos hasn't shared this with the public but now, I believe he's finally ready to roll his plan out to the masses.

If Bezos succeeds, Amazon won't just dominate e-commerce or cloud computing. It could take the lead in a new $40 trillion market - one I could see becoming larger than AI, quantum computing, crypto, EVs, and robotics combined.

I've been here before.

Back in 2012, the media called Netflix "a train wreck." Analysts mocked its price hikes. Its CEO Reed Hastings was being blasted by customers and investors alike. But I tuned out the noise, went on CNBC, and told everyone who would listen that it was the steal of the decade. Netflix went on to rise more than 15,000%.

What's happening with Amazon today feels eerily similar.

But what I recommend you do about it may surprise you.

Click here for the full story.

Regards,

Whitney Tilson
Editor, Stansberry Research

3 AI Names With Big Buybacks: GEV, PSTG, and LSCC Signal Confidence

Author: Leo Miller. Originally Published: 12/16/2025.

At a Glance

GE Vernova is up more than 100% in 2025. It just boosted its buyback capacity, signaling confidence going forward.
Pure Storage's $400 million buyback authorization indicates that it sees value in its share price after a 27% post-earnings drop.
Lattice Semiconductor has risen more than 30% this year and just fortified its buyback coffers.

Artificial intelligence (AI) stocks have taken a hit lately—but they are not all moving in lockstep. Some names are rallying, others are falling, and a few are holding steady while sending strong signals through new buyback authorizations. Below are three AI-related stocks with differing trajectories but one thing in common: expanded repurchase programs.

Here's what their recent moves mean for investors.

GEV Boosts Mid-Term Outlook and Buybacks

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First up is one of the world's biggest names when it comes to powering AI, GE Vernova (NYSE: GEV). Since Nov. 21, shares have gained approximately 21%, despite a nearly 7% pullback from Dec. 10 to Dec. 12 after Broadcom (NASDAQ: AVGO) and Oracle (NYSE: ORCL) earnings helped trigger an AI-sector sell-off.

The recent rally was driven largely by a Dec. 9 press release that sparked a nearly 16% one-day jump. The company raised its outlook through 2028 and now expects to generate $52 billion in revenue that year, up from prior estimates of $45 billion.

GE Vernova also increased its buyback authorization to $10 billion, roughly 5.5% of its $177 billion market capitalization. That move signals management's confidence in the company's long-term prospects and the stock's trajectory.

Even with shares up more than 100% in 2025, the buyback suggests GEV's leadership still sees value. The MarketBeat consensus price target tracked by analysts is about $654, implying roughly 3% downside. However, among forecasts updated after the long-term outlook increase, the average target rises to $802, implying about 19% upside.

PSTG Announces Record Buyback Authorization After Shares Plunge

Pure Storage (NYSE: PSTG) suffered a sharp decline after its Dec. 2 earnings release, with shares dropping more than 27% the next day. That sell-off came even though the company beat sales expectations and met adjusted earnings-per-share (EPS) estimates; investors reacted to plans for a substantial increase in research and development spending.

On Dec. 10, Pure Storage added $400 million to its repurchase authorization, raising total buyback capacity to $420 million.

That amount is roughly 1.9% of the company's approximately $22.4 billion market capitalization and marks Pure Storage's largest buyback announcement to date. Given the timing, the move suggests management views the post-earnings sell-off as an opportunity to buy shares at an attractive price.

Analysts' price targets support this view. The consensus target is about $95, implying roughly 34% upside. Among analysts who updated forecasts after the earnings, the average target is slightly lower at about $92.50, which still implies about 30% upside.

LSCC: $250 Million Buyback Amid Increasing AI Adoption

Last is a smaller but appreciating name, Lattice Semiconductor (NASDAQ: LSCC). Lattice reported Nov. 3 earnings that slightly exceeded sales estimates and matched EPS expectations, yet the stock fell more than 13% on Nov. 4.

Since that drop, Lattice shares have rebounded, gaining over 19% recently and rising more than 33% year-to-date in 2025.

Supporting the recovery, the company announced a $250 million buyback authorization on Dec. 5—about 2.4% of its $10.3 billion market capitalization.

Lattice is positioning itself as a growing player in AI, forecasting that AI applications will account for about 25% of its total demand in 2026, up from under 20% in 2025. That rising exposure to AI strengthens the rationale for the repurchase program.

Analysts currently see limited upside in Lattice shares. The consensus price target near $77.50 implies roughly 3% upside, while the average of targets updated after the company's earnings sits near $80, implying about 6% upside.

Take Note of PSTG's Big Buyback

GEV, PSTG, and LSCC are all sending confident signals through their buyback authorizations. Among them, Pure Storage's timing and size stand out. The company appears to believe its recent sell-off was overdone and is taking the opportunity to repurchase shares at a discounted price.

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