I have been reviewing the earnings expectations for both Microsoft and Meta, and the projected 14 percent year-over-year growth in both revenue and earnings for Microsoft is impressive. With consensus earnings per share at 3.38 dollars and revenue estimates at 73.81 billion dollars, I see a strong case for potential upside. This growth, driven by artificial intelligence, makes me consider Microsoft a solid contender.

On the other hand, Meta's anticipated 14 percent year-over-year growth in profits and sales also catches my attention. The consensus earnings per share of 5.86 dollars and revenue estimates of 44.79 billion dollars suggest a robust performance. I find Meta's focus on AI and its diverse revenue streams, including advertising, to be promising factors that could lead to a strong quarter.

When deciding which one I am bullish on, I lean toward Microsoft at this moment. The higher revenue estimates and the company's deep integration of AI across its product lines, such as Azure and Office, give me confidence. However, I recognize that Meta's valuation and growth potential in its core business should not be overlooked, especially with its investments in the metaverse and AI technologies.

Regarding whether they are still cheap, I believe both stocks may have room for growth, but their current valuations require careful consideration. Microsoft's larger market cap and revenue base suggest it might be trading at a premium, yet its consistent performance justifies that. Meta, with a lower revenue base, could offer better value if it beats expectations, but I would need to analyze their price-to-earnings ratios further to confirm.

As of now, I am preparing to watch the earnings reports closely, scheduled around this time in late July 2025. A beat on these estimates could reinforce my bullish stance on Microsoft. I plan to assess the market reaction and any guidance provided during the earnings calls before making any firm investment decisions.

If Meta surprises with stronger-than-expected results, particularly in its AI-driven initiatives, I might adjust my outlook. The question of cheapness will depend on how the market prices these earnings beats and the broader economic conditions. I am keeping an open mind and will revisit my analysis post-earnings.

In conclusion, I am cautiously bullish on Microsoft $Microsoft(MSFT)$  heading into these earnings, given its AI growth trajectory and financials. However, I am also intrigued by Meta's $Meta Platforms, Inc.(META)$  potential and will not rule it out. My next steps involve monitoring the earnings outcomes and evaluating whether either stock remains a bargain, which will guide my investment strategy moving forward.

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