The launch of Twitch's Discovery Feed directly targets the short-form video market dominated by TikTok. Given TikTok's regulatory challenges in the U.S., Twitch's new feature could attract users and creators looking for alternatives, potentially boosting Amazon's position in the social media and content creation market. The move is likely to be viewed positively by investors as Amazon capitalizes on TikTok's uncertain future, potentially increasing user engagement and advertising revenue on Twitch.