Keith Fitz-Gerald, an experienced trader, and analyst for Money Map Press was asked by Stuart Varney on Fox Business today to explain his rationale for Amazon hitting a $2 trillion valuation before Apple:

“There are four key businesses here, artificial intelligence, entering your home, big data, and distribution into advertising. That’s the four business segments that are going to move Amazon faster and farther than Apple, which is now under Tim Cook’s leadership falling behind in the home market.

I’m still working on the math, it varies with each earning season, but I’m saying 24 months, possibly less.”

“Unbelievably, many investors still think of Amazon as a “shopping” company,” noted Fitz-Gerald in his investor report. “I get it – my family and I seem to single-handedly support the company’s shopping revenues. And, like many people, I’m saying that only halfway in jest! But Team Bezos is much more than that, and the fact that most investors can’t see beyond the packing tape is a huge opportunity for you to jump in… before the markets recognize the profit potential we’re about to discuss.”

He says that many analysts believe that the single biggest driver will be Amazon Web Services (AWS), but he believes the real value creator is artificial intelligence (AI) led by Alexa:

“Voice-driven technology is going to be an $18 billion market in under five years, according to Markets and Markets, but I think that is far too conservative. $30 billion is probably far more likely. That’s because Alexa learns from everything it hears.”

Fitz-Gerald added: “Imagine telling Alexa… “I want a doctor’s appointment on Tuesday morning and my test results slated for midday. Oh… and I’d like my medicine delivered to my home that afternoon – all at 10% or less of what I’ve paid in the past.””

Read his full investor report on how Amazon will hit a $2 trillion market cap first here.