How accurate is Bezos's investment vision?

Through Bezos Expeditions (with assets of 10 billion USD), this Amazon founder has invested in several current star companies:

**AMZN** - Holding 9%, down over 20% this year (mainly due to tariff pressure on Chinese goods, accounting for 30% of sales), but 93% of analysts are optimistic, expecting a 55% increase by December.

**ABNB** - Early investor status, although impacted by a slowdown in travel and regulations in cities like New York, 35% of analysts remain optimistic, expecting a 43% increase.

**UBER** - Another bet on the right track, Q1 revenue is expected to be $11.5 billion (14% year-on-year increase), with 86% of analysts giving a buy rating.

**RIVN** - The electric vehicle company in which Amazon holds a 16% stake has recently performed flat, but has fallen 90% from its highs five years ago. Is it a buying opportunity or a trap? Analysts have given a conservative "buy" rating, with a target price of $14
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**Key Point**: Bezos is not just about e-commerce; the commonality among these four stocks is that they have all bet on the right direction during a transformative period in their respective fields. The question is, should we still follow them now?