Despite the market adage of “Sell in May and go away,” recent data suggests that continuous investment yields better returns. According to Reuters, since 2016, investors who stayed fully invested year-round have nearly doubled their returns compared to those following the “sell in May and buy back in November” strategy. The following two stocks both offer long-term investment value, and the current market correction provides investors with a favorable entry point. Amazon demonstrates strong potential driven by multiple growth engines, including cloud computing, chips, and logistics openness; Apple relies on its high-margin services business and ecosystem lock-in effect to maintain steady compound growth.
Since early April, Amazon’s (AMZN) stock price has begun breaking upward. Prior to that, the stock had only risen moderately by 5% in 2025, and the start of 2026 was also challenging. Market enthusiasm primarily revolves around Amazon’s cloud computing and chip businesses.
Amazon Web Services (AWS) saw revenue growth accelerate again in the first quarter, with a year-over-year increase of 28%. The company also disclosed that its AWS backlog stands at a staggering $465 billion. Through partnerships with Anthropic and OpenAI, as well as plans to invest $200 billion in capital expenditures this year, AWS’s growth is expected to continue accelerating throughout the year. Meanwhile, the company’s chip business, represented by the Trainium AI accelerator, has begun gaining market attention. The company revealed that this business has already reached an annual revenue run rate of $200 billion, or $500 billion when including internal usage. Additionally, with the rise of agentic artificial intelligence, the company’s Graviton central processing units have suddenly become a hot product.
In its e-commerce business, Amazon recently announced plans to open its logistics network to businesses outside its platform, including moving into the higher-margin business-to-business (B2B) sector. Thanks to investments in artificial intelligence and robotics, this business has already demonstrated strong operating leverage, which will become another significant growth driver. Furthermore, the company plans to launch an internet satellite service later this year, adding yet another growth initiative.
Apple (AAPL) has recently seen strong performance across its various businesses, with iPhone sales growing significantly. However, the true highlight of its business model lies in its high-margin services business.
Device sales help lock users into Apple’s closed ecosystem. As users take photos, purchase apps, and subscribe to services, switching devices becomes increasingly difficult. This not only enhances user stickiness but also encourages users to purchase more apps, cloud storage, and other services. Moreover, Apple takes a cut of every transaction completed through the Apple Pay digital wallet and shares search revenue generated from searches conducted on Apple devices and the Safari browser with Alphabet’s Google.
Apple is a steady compound growth stock and a quality holding to own until the new CEO takes office this fall.
