While most of the Mag 7 have recently reestablished leadership in the stock market, Amazon (AMZN) has lagged in recent weeks since hitting all-time highs in early August. Kai Wu says the stock has the "most interesting set-up" of the group. He says the fundamentals for the ecommerce giant remain strong, it's the AI CapEx that Kai believes ignites investor concerns. He makes the case that Amazon's "very tangible" investments into data centers keeps the company toe-to-toe with competitors like Microsoft (MSFT), Alphabet (GOOGL), Meta Platforms (META), and even SpaceX (SPCX). George Tsilis offers an example options trade for Amazon.