Amazon (AMZN) revenues have grown 164% over the past 5 years, says Adam Coons. He talks about how he still views the shift to the cloud as the largest opportunity across the tech and software industry long term. He also talks about his other stock pick, Qualcomm (QCOM). He notes that the long run connectivity story remains intact driven by auto in the short and intermediate term. He goes over how QCOM and NXPI are the best positioned for the next generation of autos and their increased connectivity. Tom White then joins to demonstrate example trades using QCOM and AMZN. Tune in to find out more about the stock market today.