I’d still lean towards Microsoft for now. Azure growing 48% is pretty impressive and at least we can see how AI demand is helping their cloud business. But honestly, both Microsoft and Google are spending crazy amounts on AI 😂
I actually like Google too, especially with Gemini and its existing search business, but the market seems a lot less forgiving when earnings don’t meet expectations.
For Amazon, I’ll be watching AWS growth and whether all those new data centres can actually bring in more profits. Intel is a bit different though, I think investors really need to see improvements in its foundry business before getting too excited.
AI demand is definitely real, but spending billions doesn’t automatically mean making billions lol. I feel like the next few quarters will be interesting because investors are finally starting to question how long it takes to get their money back.
Curious whether Google might actually be the better opportunity after the selloff.
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