🌟🌟🌟 Alphabet $Alphabet(GOOG

🌟🌟🌟 Alphabet $Alphabet(GOOG)$ vs Amazon $Amazon.com(AMZN)$ Who will win? The competition between the 2 "A"s in Mag 7 is one focused on margins & monetisation.

Alphabet has a tactical advantage as an "AI first" company. It has a 32% net profit margins and a large cash reserve, allowing it to innovate.

Amazon is the leader in infrastructure but its more than USD 400 billion capex for AWS & logistics is affecting its free cash flow, which dropped 69% recently.

Alphabet can turn Gemini AI into advertising revenue. Amazon must show that its spending won't reduce profits.

The Verdict

Alphabet has superior margins while Amazon is building a large logistics & cloud empire that is expensive to maintain.

Alphabet has a lower risk profile than Amazon. Alphabet's recent growth has outstripped Amazon, making it the likely winner this week.

Winner: Alphabet 🏆🏆🏆

@Tiger_Earnings @Tiger_comments @TigerStars @TigerClub @Tiger_SG @CaptainTiger

Google Cloud +48% But CapEx Spikes! All-In AI Would Drag Stock Down Now?

Alphabet’s earnings sparked violent after-hours swings: shares first fell 7.5%, then rebounded over 4%, before turning lower again as investors digested the outlook. Alphabet reported 18% YoY revenue growth, with Search up 17% and Google Cloud revenue beating estimates by 9%. Even after a 42% jump in R&D and a $2.1B one-off Waymo charge, operating margins stayed above 30%. The sticking point: 2026 spending guidance of $180B, more than 50% above expectations, reigniting fears of AI overinvestment.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

icycrystal
02-04 20:45
icycrystal
谢谢分享
- koolgal:
  祝你好运🍀🍀🍀
- koolgal:
  快乐交易🌈🌈🌈💰💰💰
- koolgal:
  感谢您的支持🥰🥰🥰
- koolgal:
  我的荣幸😍😍😍

Leave a comment

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The competition between the 2 \"A\"s in Mag 7 is one focused on margins &amp; monetisation. \n\nAlphabet has a tactical advantage as an \"AI first\" company.&nbsp; It has a 32% net profit margins and a large cash reserve, allowing it to innovate.\nAmazon is the leader in infrastructure but its more than USD 400 billion capex for AWS &amp; logistics is affecting its free cash flow, which dropped 69% recently.\nAlphabet can turn Gemini AI into advertising revenue.&nbsp; Amazon must show that its spending won't reduce profits.\nThe Verdict\nAlphabet has superior margins while Amazon is building a large logistics &amp; cloud empire that is expensive to maintain.\nAlphabet has a lower risk profile than Amazon.&nbsp; Alphabet's recent growth has outstripped Amazon, making it the likely winner this week.\nWinner: Alphabet 🏆🏆🏆\n<a href=\"https://ttm.financial/U/3527667620927015\"> @Tiger_Earnings </a><a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><a href=\"https://ttm.financial/U/3527667671414981\"> @TigerClub </a><a href=\"https://ttm.financial/U/4106547232749330\"> @Tiger_SG </a><a href=\"https://ttm.financial/U/3527667618000160\"> @CaptainTiger </a> <t-t type=\"img\" src=\"https://community-static.tradeup.com/news/6bbf060b16857114f08ea6a44c6e21cc\"></t-t></body></html>","htmlText":"<html><head></head><body>🌟🌟🌟 Alphabet <a href=\"https://ttm.financial/S/GOOG\"> $Alphabet(GOOG)$ </a>vs Amazon <a href=\"https://ttm.financial/S/AMZN\"> $Amazon.com(AMZN)$ </a> Who will win? The competition between the 2 \"A\"s in Mag 7 is one focused on margins &amp; monetisation. \n\nAlphabet has a tactical advantage as an \"AI first\" company.&nbsp; It has a 32% net profit margins and a large cash reserve, allowing it to innovate.\nAmazon is the leader in infrastructure but its more than USD 400 billion capex for AWS &amp; logistics is affecting its free cash flow, which dropped 69% recently.\nAlphabet can turn Gemini AI into advertising revenue.&nbsp; Amazon must show that its spending won't reduce profits.\nThe Verdict\nAlphabet has superior margins while Amazon is building a large logistics &amp; cloud empire that is expensive to maintain.\nAlphabet has a lower risk profile than Amazon.&nbsp; Alphabet's recent growth has outstripped Amazon, making it the likely winner this week.\nWinner: Alphabet 🏆🏆🏆\n<a href=\"https://ttm.financial/U/3527667620927015\"> @Tiger_Earnings </a><a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><a href=\"https://ttm.financial/U/3527667671414981\"> @TigerClub </a><a href=\"https://ttm.financial/U/4106547232749330\"> @Tiger_SG </a><a href=\"https://ttm.financial/U/3527667618000160\"> @CaptainTiger </a> <t-t type=\"img\" src=\"https://community-static.tradeup.com/news/6bbf060b16857114f08ea6a44c6e21cc\"></t-t></body></html>","text":"🌟🌟🌟 Alphabet $Alphabet(GOOG)$ vs Amazon $Amazon.com(AMZN)$ Who will win? 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