The speaker analyzes Amazon (AMZN) and Microsoft (MSFT) from a long-term investment perspective. For Amazon, he highlights increasing operational efficiency due to AI, leading to higher revenue per employee despite corporate job cuts. He notes Amazon's stock at $239.63, having risen $5.28 today, with analyst ratings suggesting a target of $294.12. He expresses confidence in AMZN reaching significantly higher levels and advises buying at current prices or on dips around $225, considering it a long-term holding. For Microsoft, he mentions a significant daily gain of $18.50, with the stock at $469.64, showcasing substantial personal gains in his long-term investment account. He implicitly predicts continued bullish momentum for MSFT. Additionally, the speaker introduces LEAP options (Long-term Equity AnticiPation Securities) as a strategy for Amazon. He demonstrates a January 15, 2027, $235 Call option for AMZN, with the underlying share price at $239.81 and a breakeven point of $274.03. He emphasizes the long-term nature (1-3 years), lower capital requirements, and potential for high returns (3X to 10X) of LEAP options, encouraging viewers to learn about and utilize this strategy for financial growth.