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taffy_lili
11-01
Happy Halloween 🎃
taffy_lili
2024-08-22
$Apple(AAPL)$
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taffy_lili
2022-06-23
[Strong] [Chuckle]
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taffy_lili
2022-06-19
$Aztech Gbl(8AZ.SI)$
[Doubt]
taffy_lili
2021-12-25
Good read [Cool]
Better Cloud Stock: Microsoft vs. Amazon
taffy_lili
2021-07-01
$Aztech Gbl(8AZ.SI)$
[LOL]
taffy_lili
2021-06-25
$Aztech Gbl(8AZ.SI)$
[What] [What]
taffy_lili
2021-06-24
$Aztech Gbl(8AZ.SI)$
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[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9009993277","repostId":"2193178191","repostType":4,"repost":{"id":"2193178191","kind":"highlight","pubTimestamp":1640398963,"share":"https://ttm.financial/m/news/2193178191?lang=&edition=fundamental","pubTime":"2021-12-25 10:22","market":"us","language":"en","title":"Better Cloud Stock: Microsoft vs. Amazon","url":"https://stock-news.laohu8.com/highlight/detail?id=2193178191","media":"Motley Fool","summary":"Which tech giant is the better all-around investment?","content":"<div>\n<p>Microsoft (NASDAQ:MSFT) and Amazon (NASDAQ:AMZN) own the two largest cloud infrastructure platforms in the world.\nAmazon Web Services (AWS) controlled 32% of that market in the third quarter of 2021, ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/24/better-cloud-stock-microsoft-vs-amazon/\">Web Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Better Cloud Stock: Microsoft vs. Amazon</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBetter Cloud Stock: Microsoft vs. Amazon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-25 10:22 GMT+8 <a href=https://www.fool.com/investing/2021/12/24/better-cloud-stock-microsoft-vs-amazon/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Microsoft (NASDAQ:MSFT) and Amazon (NASDAQ:AMZN) own the two largest cloud infrastructure platforms in the world.\nAmazon Web Services (AWS) controlled 32% of that market in the third quarter of 2021, ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/24/better-cloud-stock-microsoft-vs-amazon/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4550":"红杉资本持仓","BK4548":"巴美列捷福持仓","BK4507":"流媒体概念","BK4551":"寇图资本持仓","BK4525":"远程办公概念","BK4559":"巴菲特持仓","BK4561":"索罗斯持仓","BK4097":"系统软件","BK4524":"宅经济概念","BK4538":"云计算","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4527":"明星科技股","MSFT":"微软","AMZN":"亚马逊","BK4534":"瑞士信贷持仓","BK4567":"ESG概念","BK4503":"景林资产持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4122":"互联网与直销零售","BK4566":"资本集团","BK4528":"SaaS概念","BK4516":"特朗普概念","BK4535":"淡马锡持仓","BK4504":"桥水持仓"},"source_url":"https://www.fool.com/investing/2021/12/24/better-cloud-stock-microsoft-vs-amazon/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2193178191","content_text":"Microsoft (NASDAQ:MSFT) and Amazon (NASDAQ:AMZN) own the two largest cloud infrastructure platforms in the world.\nAmazon Web Services (AWS) controlled 32% of that market in the third quarter of 2021, according to Canalys. Microsoft's Azure ranked second with a 21% share, while all the other players held single-digit shares.\nThat dominance makes Amazon and Microsoft two of the top plays on the global cloud computing market, which Grand View Research estimates will expand at a compound annual growth rate (CAGR) of 19.1% from 2021 and 2028. But which tech giant is the better cloud play, as well as the stronger all-around investment?\nThe differences between Microsoft and Amazon\nMicrosoft and Amazon started out in very different places. Microsoft had traditionally generated most of its revenue from on-premise software before Satya Nadella, who took over as the company's third CEO in 2014, adopted a \"mobile first, cloud first\" mantra and aggressively expanded Azure, Office 365, Dynamics, and its other cloud-based services.\nUnder Nadella, Microsoft's annualized commercialized revenue rose from just 14% of its revenue in fiscal 2016 to 41% in fiscal 2021. Microsoft leveraged the strength of its on-premise software business to tether more businesses -- particularly retailers that competed against Amazon and didn't want to support AWS -- to its cloud services.\nAmazon, which still generates most of its revenue from its online marketplaces, launched AWS in 2002. However, it only started breaking out AWS' revenue and operating profits in 2015. That's when investors realized that AWS generated much higher-margin revenue than its retail business.\nLast year, AWS generated just 12% of Amazon's revenue but raked in 59% of its operating profits. AWS' higher-margin business enables Amazon to expand its retail segment and Prime ecosystem with lower-margin strategies, which arguably makes it the bedrock of its entire business.\nThat's why Jeff Bezos, who vacated the CEO position earlier this year, handed the reins to Andy Jassy, the former chief of AWS.\nWhich tech giant is growing faster?\nThe pandemic generated headwinds for Microsoft while stirring up some tailwinds for Amazon. For Microsoft, the pandemic throttled the growth of its enterprise-facing software businesses as large companies shut down. However, it partly offset that slowdown with the expansion of its cloud, Surface, and Xbox gaming businesses as more people worked remotely and stayed at home.\nBut for Amazon, the pandemic boosted its online sales while generating strong demand for its cloud-based services. Its expenses surged as it spent billions of dollars on COVID-19 safety measures, but its soaring revenue easily offset that temporary pressure on its operating margins.\nMicrosoft should generate more stable growth in a post-pandemic market than Amazon because its growth wasn't pulled forward too much. However, Amazon will likely face much tougher year-over-year comparisons:\n\n\n\n\nRevenue Growth (YOY)\nPrevious FY\nCurrent FY\nNext FY\n\n\nAmazon\n38%\n22%\n18%\n\n\nMicrosoft\n18%\n17%\n14%\n\n\n\nSource: Amazon, Microsoft, Yahoo Finance, Dec. 22. YOY = Year-over-year. FY = Fiscal year.\nIn terms of profits, Microsoft should also experience a softer landing than Amazon:\n\n\n\n\nEPS Growth (YOY)\nPrevious FY\nCurrent FY\nNext FY\n\n\nAmazon\n82%\n(2%)\n26%\n\n\nMicrosoft\n38%\n14%\n14%\n\n\n\nSource: Amazon, Microsoft, Yahoo Finance, Dec. 22.\nThat's because Amazon is ramping up its investments again (especially in digital media) as its revenue growth decelerates. Meanwhile, Microsoft already deployed its biggest \"mobile first, cloud first\" investments in previous years -- and it won't experience a significant jump in expenses next year.\nWhat do the valuations say?\nNeither stock can be considered cheap relative to its near-term growth. Amazon trades at 54 times forward earnings, while Microsoft has a lower forward price-to-earnings ratio of 37.\nHowever, the bulls will argue that both companies deserve to trade at premium valuations because they're well-insulated from inflation. Amazon's e-commerce business could attract bargain hunters as retail prices rise, and both companies' cloud platforms should easily retain their pricing power as the cloud market expands.\nThe winner: Microsoft\nMicrosoft is arguably a better cloud stock than Amazon, for three simple reasons: Azure is growing significantly faster than AWS, it's an attractive option for Amazon's rivals, and its cloud services are tightly tethered to Windows, Office, Dynamics, and its other software platforms.\nMicrosoft is also a better all-around investment because it's better diversified, it faces easier post-pandemic comparisons, and its stock is cheaper. Both stocks are still solid long-term investments, but I feel much more confident in Microsoft's near- to mid-term growth potential.","news_type":1,"symbols_score_info":{"AMZN":0.9,"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":2320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":151803714,"gmtCreate":1625069520038,"gmtModify":1703735521901,"author":{"id":"3581987057167020","authorId":"3581987057167020","name":"taffy_lili","avatar":"https://static.tigerbbs.com/6c25eb2c89530bcbce7a3e4f13ca812f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581987057167020","idStr":"3581987057167020"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/8AZ.SI\">$Aztech Gbl(8AZ.SI)$</a>[LOL] ","listText":"<a href=\"https://laohu8.com/S/8AZ.SI\">$Aztech Gbl(8AZ.SI)$</a>[LOL] ","text":"$Aztech 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[What]","images":[{"img":"https://static.tigerbbs.com/87caf014dd9b1ac0e49669762d20d95a","width":"750","height":"1068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/126830025","isVote":1,"tweetType":1,"viewCount":1808,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":126891525,"gmtCreate":1624550133267,"gmtModify":1703840213179,"author":{"id":"3581987057167020","authorId":"3581987057167020","name":"taffy_lili","avatar":"https://static.tigerbbs.com/6c25eb2c89530bcbce7a3e4f13ca812f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581987057167020","idStr":"3581987057167020"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/8AZ.SI\">$Aztech Gbl(8AZ.SI)$</a>[Smile] ","listText":"<a href=\"https://laohu8.com/S/8AZ.SI\">$Aztech Gbl(8AZ.SI)$</a>[Smile] ","text":"$Aztech Gbl(8AZ.SI)$[Smile]","images":[{"img":"https://static.tigerbbs.com/f4cfe7b1aa52da471bdb29af29b62114","width":"750","height":"1224"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/126891525","isVote":1,"tweetType":1,"viewCount":1715,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":340988664795144,"gmtCreate":1724280208153,"gmtModify":1724280211860,"author":{"id":"3581987057167020","authorId":"3581987057167020","name":"taffy_lili","avatar":"https://static.tigerbbs.com/6c25eb2c89530bcbce7a3e4f13ca812f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581987057167020","idStr":"3581987057167020"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$ </a> 😊","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$ </a> 😊","text":"$Apple(AAPL)$ 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[Chuckle]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9041026557","repostId":"1158249141","repostType":2,"isVote":1,"tweetType":1,"viewCount":2798,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9040854983,"gmtCreate":1655646148242,"gmtModify":1676535677227,"author":{"id":"3581987057167020","authorId":"3581987057167020","name":"taffy_lili","avatar":"https://static.tigerbbs.com/6c25eb2c89530bcbce7a3e4f13ca812f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581987057167020","idStr":"3581987057167020"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/8AZ.SI\">$Aztech Gbl(8AZ.SI)$</a>[Doubt] ","listText":"<a href=\"https://ttm.financial/S/8AZ.SI\">$Aztech Gbl(8AZ.SI)$</a>[Doubt] ","text":"$Aztech Gbl(8AZ.SI)$[Doubt]","images":[{"img":"https://community-static.tradeup.com/news/812b34a636a4781338ec84fe5c8b4218","width":"750","height":"1174"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9040854983","isVote":1,"tweetType":1,"viewCount":1473,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9009993277,"gmtCreate":1640407770444,"gmtModify":1676533520025,"author":{"id":"3581987057167020","authorId":"3581987057167020","name":"taffy_lili","avatar":"https://static.tigerbbs.com/6c25eb2c89530bcbce7a3e4f13ca812f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581987057167020","idStr":"3581987057167020"},"themes":[],"htmlText":"Good read [Cool] ","listText":"Good read [Cool] ","text":"Good read [Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9009993277","repostId":"2193178191","repostType":4,"repost":{"id":"2193178191","kind":"highlight","pubTimestamp":1640398963,"share":"https://ttm.financial/m/news/2193178191?lang=&edition=fundamental","pubTime":"2021-12-25 10:22","market":"us","language":"en","title":"Better Cloud Stock: Microsoft vs. Amazon","url":"https://stock-news.laohu8.com/highlight/detail?id=2193178191","media":"Motley Fool","summary":"Which tech giant is the better all-around investment?","content":"<div>\n<p>Microsoft (NASDAQ:MSFT) and Amazon (NASDAQ:AMZN) own the two largest cloud infrastructure platforms in the world.\nAmazon Web Services (AWS) controlled 32% of that market in the third quarter of 2021, ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/24/better-cloud-stock-microsoft-vs-amazon/\">Web Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Better Cloud Stock: Microsoft vs. Amazon</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBetter Cloud Stock: Microsoft vs. Amazon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-25 10:22 GMT+8 <a href=https://www.fool.com/investing/2021/12/24/better-cloud-stock-microsoft-vs-amazon/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Microsoft (NASDAQ:MSFT) and Amazon (NASDAQ:AMZN) own the two largest cloud infrastructure platforms in the world.\nAmazon Web Services (AWS) controlled 32% of that market in the third quarter of 2021, ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/24/better-cloud-stock-microsoft-vs-amazon/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4550":"红杉资本持仓","BK4548":"巴美列捷福持仓","BK4507":"流媒体概念","BK4551":"寇图资本持仓","BK4525":"远程办公概念","BK4559":"巴菲特持仓","BK4561":"索罗斯持仓","BK4097":"系统软件","BK4524":"宅经济概念","BK4538":"云计算","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4527":"明星科技股","MSFT":"微软","AMZN":"亚马逊","BK4534":"瑞士信贷持仓","BK4567":"ESG概念","BK4503":"景林资产持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4122":"互联网与直销零售","BK4566":"资本集团","BK4528":"SaaS概念","BK4516":"特朗普概念","BK4535":"淡马锡持仓","BK4504":"桥水持仓"},"source_url":"https://www.fool.com/investing/2021/12/24/better-cloud-stock-microsoft-vs-amazon/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2193178191","content_text":"Microsoft (NASDAQ:MSFT) and Amazon (NASDAQ:AMZN) own the two largest cloud infrastructure platforms in the world.\nAmazon Web Services (AWS) controlled 32% of that market in the third quarter of 2021, according to Canalys. Microsoft's Azure ranked second with a 21% share, while all the other players held single-digit shares.\nThat dominance makes Amazon and Microsoft two of the top plays on the global cloud computing market, which Grand View Research estimates will expand at a compound annual growth rate (CAGR) of 19.1% from 2021 and 2028. But which tech giant is the better cloud play, as well as the stronger all-around investment?\nThe differences between Microsoft and Amazon\nMicrosoft and Amazon started out in very different places. Microsoft had traditionally generated most of its revenue from on-premise software before Satya Nadella, who took over as the company's third CEO in 2014, adopted a \"mobile first, cloud first\" mantra and aggressively expanded Azure, Office 365, Dynamics, and its other cloud-based services.\nUnder Nadella, Microsoft's annualized commercialized revenue rose from just 14% of its revenue in fiscal 2016 to 41% in fiscal 2021. Microsoft leveraged the strength of its on-premise software business to tether more businesses -- particularly retailers that competed against Amazon and didn't want to support AWS -- to its cloud services.\nAmazon, which still generates most of its revenue from its online marketplaces, launched AWS in 2002. However, it only started breaking out AWS' revenue and operating profits in 2015. That's when investors realized that AWS generated much higher-margin revenue than its retail business.\nLast year, AWS generated just 12% of Amazon's revenue but raked in 59% of its operating profits. AWS' higher-margin business enables Amazon to expand its retail segment and Prime ecosystem with lower-margin strategies, which arguably makes it the bedrock of its entire business.\nThat's why Jeff Bezos, who vacated the CEO position earlier this year, handed the reins to Andy Jassy, the former chief of AWS.\nWhich tech giant is growing faster?\nThe pandemic generated headwinds for Microsoft while stirring up some tailwinds for Amazon. For Microsoft, the pandemic throttled the growth of its enterprise-facing software businesses as large companies shut down. However, it partly offset that slowdown with the expansion of its cloud, Surface, and Xbox gaming businesses as more people worked remotely and stayed at home.\nBut for Amazon, the pandemic boosted its online sales while generating strong demand for its cloud-based services. Its expenses surged as it spent billions of dollars on COVID-19 safety measures, but its soaring revenue easily offset that temporary pressure on its operating margins.\nMicrosoft should generate more stable growth in a post-pandemic market than Amazon because its growth wasn't pulled forward too much. However, Amazon will likely face much tougher year-over-year comparisons:\n\n\n\n\nRevenue Growth (YOY)\nPrevious FY\nCurrent FY\nNext FY\n\n\nAmazon\n38%\n22%\n18%\n\n\nMicrosoft\n18%\n17%\n14%\n\n\n\nSource: Amazon, Microsoft, Yahoo Finance, Dec. 22. YOY = Year-over-year. FY = Fiscal year.\nIn terms of profits, Microsoft should also experience a softer landing than Amazon:\n\n\n\n\nEPS Growth (YOY)\nPrevious FY\nCurrent FY\nNext FY\n\n\nAmazon\n82%\n(2%)\n26%\n\n\nMicrosoft\n38%\n14%\n14%\n\n\n\nSource: Amazon, Microsoft, Yahoo Finance, Dec. 22.\nThat's because Amazon is ramping up its investments again (especially in digital media) as its revenue growth decelerates. Meanwhile, Microsoft already deployed its biggest \"mobile first, cloud first\" investments in previous years -- and it won't experience a significant jump in expenses next year.\nWhat do the valuations say?\nNeither stock can be considered cheap relative to its near-term growth. Amazon trades at 54 times forward earnings, while Microsoft has a lower forward price-to-earnings ratio of 37.\nHowever, the bulls will argue that both companies deserve to trade at premium valuations because they're well-insulated from inflation. Amazon's e-commerce business could attract bargain hunters as retail prices rise, and both companies' cloud platforms should easily retain their pricing power as the cloud market expands.\nThe winner: Microsoft\nMicrosoft is arguably a better cloud stock than Amazon, for three simple reasons: Azure is growing significantly faster than AWS, it's an attractive option for Amazon's rivals, and its cloud services are tightly tethered to Windows, Office, Dynamics, and its other software platforms.\nMicrosoft is also a better all-around investment because it's better diversified, it faces easier post-pandemic comparisons, and its stock is cheaper. Both stocks are still solid long-term investments, but I feel much more confident in Microsoft's near- to mid-term growth potential.","news_type":1,"symbols_score_info":{"AMZN":0.9,"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":2320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126830025,"gmtCreate":1624550407467,"gmtModify":1703840221887,"author":{"id":"3581987057167020","authorId":"3581987057167020","name":"taffy_lili","avatar":"https://static.tigerbbs.com/6c25eb2c89530bcbce7a3e4f13ca812f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581987057167020","idStr":"3581987057167020"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/8AZ.SI\">$Aztech Gbl(8AZ.SI)$</a>[What] [What] ","listText":"<a href=\"https://laohu8.com/S/8AZ.SI\">$Aztech Gbl(8AZ.SI)$</a>[What] [What] ","text":"$Aztech Gbl(8AZ.SI)$[What] [What]","images":[{"img":"https://static.tigerbbs.com/87caf014dd9b1ac0e49669762d20d95a","width":"750","height":"1068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/126830025","isVote":1,"tweetType":1,"viewCount":1808,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":495190081479520,"gmtCreate":1761926605608,"gmtModify":1761926609550,"author":{"id":"3581987057167020","authorId":"3581987057167020","name":"taffy_lili","avatar":"https://static.tigerbbs.com/6c25eb2c89530bcbce7a3e4f13ca812f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581987057167020","idStr":"3581987057167020"},"themes":[],"htmlText":"Happy Halloween 🎃","listText":"Happy Halloween 🎃","text":"Happy Halloween 🎃","images":[{"img":"https://community-static.tradeup.com/news/277fb73e7ee78b7ba977ab080094d2fe"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/495190081479520","isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":151803714,"gmtCreate":1625069520038,"gmtModify":1703735521901,"author":{"id":"3581987057167020","authorId":"3581987057167020","name":"taffy_lili","avatar":"https://static.tigerbbs.com/6c25eb2c89530bcbce7a3e4f13ca812f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581987057167020","idStr":"3581987057167020"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/8AZ.SI\">$Aztech Gbl(8AZ.SI)$</a>[LOL] ","listText":"<a href=\"https://laohu8.com/S/8AZ.SI\">$Aztech Gbl(8AZ.SI)$</a>[LOL] ","text":"$Aztech Gbl(8AZ.SI)$[LOL]","images":[{"img":"https://static.tigerbbs.com/c68e77f8e02afcff0daa0294b6c9c271","width":"750","height":"1224"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/151803714","isVote":1,"tweetType":1,"viewCount":1866,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":126891525,"gmtCreate":1624550133267,"gmtModify":1703840213179,"author":{"id":"3581987057167020","authorId":"3581987057167020","name":"taffy_lili","avatar":"https://static.tigerbbs.com/6c25eb2c89530bcbce7a3e4f13ca812f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581987057167020","idStr":"3581987057167020"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/8AZ.SI\">$Aztech Gbl(8AZ.SI)$</a>[Smile] ","listText":"<a href=\"https://laohu8.com/S/8AZ.SI\">$Aztech Gbl(8AZ.SI)$</a>[Smile] ","text":"$Aztech Gbl(8AZ.SI)$[Smile]","images":[{"img":"https://static.tigerbbs.com/f4cfe7b1aa52da471bdb29af29b62114","width":"750","height":"1224"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/126891525","isVote":1,"tweetType":1,"viewCount":1715,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}