To The Moon

$Alphabet(GOOG)$ and $Amazon.com(AMZN)$ rallied after-hours. $Microsoft(MSFT)$ dropped -2%, $Meta Platforms, Inc.(META)$ loses 9%. Four companies combined committed up to $725B in 2026 CapEx — more aggressive than the market expected. 📊 Scorecard: Actual vs. Estimates 1. $Alphabet(GOOG)$ blowout earnings! All beats and increases dividends. On April 27, the board of directors approved a 5% increase in the quarterly cash dividend to $0.22 per share, which will be distributed on June 15, 2026, to all shareholders of record across all share classes. Despite a significant expansion in capex, the company still generated $45.8 billion in operating cash flow in the first quarter, with free cash flow of approximately $10.1 billion. 2. $Amazon.com(AMZN)$ divergence after hours, but AWS comforts the market - Revenue: $181.5B (+17% YoY), beat Street +2.4% (above guidance high end); - Q2 Revenue guidance: $194-199B vs. Street $188.9B → midpoint +3% above 3. $Microsoft(MSFT)$ drops -2% due to uncertainty on Q4 Azure guidance window - Revenue: $82.9B (+18% YoY), beat +2%; - Azure: +40% YoY (cc +39%) vs. guidance 37.5% 4. $Meta Platforms, Inc.(META)$ loses 9%, earnings in-line, capEx raised by +$10B - Revenue: $56.38B vs. est $56.3B → +0.4%, in-line; - Family DAPs: 3.56B (+4% YoY), -2% below estimates How do banks view post-earnings? - Citi on $GOOG$ (Buy, PT $405): Cloud reacceleration is the headline. TPU + Gemini demand driving upside. PT based on 29x 2027E GAAP EPS of $13.92 — premium justified by Cloud trajectory. - GS on $AMZN$ (Buy, PT $275): Across-the-board beat. Q2 guidance high end above consensus. Awaiting AWS revenue backlog disclosure in the 10-Q to fully size the AI demand pipeline. - GS on $MSFT$ (Buy, PT $600): Azure +40% is solid, but the -2% AH reaction reflects Q4 guidance uncertainty. Watch for Fairwater facility capacity ramp commentary and Azure growth trajectory over the next 4 quarters. - Citi on $META$ (Buy, PT $850): Ad growth + CapEx raise in the same report underscores AI monetization confidence. Next catalysts: Muse Spark, agentic commerce, Business AI Agent. How do you view GOOG's super earnings again? Is Meta a buy after earnings dip? Or time to exit? Are you bullish on Amazon aws acceleration? Are you team with $Alphabet(GOOG)$/ $Amazon.com(AMZN)$ or $Meta Platforms, Inc.(META)$/ $Microsoft(MSFT)$? Join our Mag 7 series to win at least 5 tiger coins~