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

By Danny Vena, CPA – Apr 6, 2026 at 6:02PM ESTKey PointsAmazon has a trifecta of strong businesses that work together to fuel its growth. Investors continue to underestimate this tech titan, which is spending heavily to drive future growth. Wall Street is predicting modest growth, but even that will be enough to propel Amazon into rarified company.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 (AMZN +1.43%) is poised to join Nvidia in this prestigious club in the years to come. 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. A rare hat trick 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. ExpandNASDAQ: AMZNAmazonToday's Change(1.43%) $3.00Current Price$212.77Key Data PointsMarket Cap$2.3TDay's Range$209.61 - $212.9452wk Range$161.38 - $258.60Volume998KAvg Vol51MGross Margin50.29% The numbers speak for themselves 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. The path to $4 trillion 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. 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.Read NextApr 6, 2026 •By Lyle DalyThe Largest Real Estate Companies by Market Cap in April 2026Apr 6, 2026 •By Leo SunCould Acquiring the Satellite Communications Company Globalstar Send Amazon Stock Soaring?Apr 5, 2026 •By Justin PopeHow Amazon Just Turned Your Smart Speaker Into Its Next Big OpportunityApr 5, 2026 •By Will HealyThe Market Is Down -- Here's Which Stock Between Amazon and MercadoLibre to Buy FirstApr 5, 2026 •By John BallardAfter Nike's Drop, Here Are the 3 Retail Growth Stocks I'd Buy TodayApr 4, 2026 •By Lyle DalyThe Largest Consumer Discretionary Companies by Market Cap in April 2026About the AuthorDanny Vena, CPA, is a contributing Motley Fool technology analyst specializing in artificial intelligence, cloud computing, semiconductors, software, cybersecurity, and consumer electronics. He is a Certified Public Accountant and previously worked as a controller and accountant across small and midsize businesses. Danny also served 13 years in the U.S. Army. He holds a bachelor’s degree in accounting from the University of Phoenix.TMFLifeIsGoodX@dannyvenaStocks MentionedAmazonNASDAQ: AMZN$212.79(+1.44%)+$3.02WalmartNASDAQ: WMT$126.79(+0.80%)+$1.00NvidiaNASDAQ: NVDA$177.56(+0.10%)+$0.17*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.