*Alphabet Surges Against the Tide: Who’s Undervalued in Cloud?* ☁️
While most tech sold off, $GOOGL/Google Cloud popped. GCP growth beat expectations again and investors finally stopped treating it like “the 3rd place cloud”. So now everyone’s asking: if Alphabet is surging, who’s still undervalued in cloud?
*1. $MSFT Azure*
Microsoft Cloud isn’t sexy, but it prints cash. Azure + AI integration with Copilot is sticky with enterprises. Market sees it as “expensive but safe”. If GCP can rerate higher, Azure should too. Still trades cheaper than its growth vs AWS.
*2. $AMZN AWS*
AWS is the cash cow funding everything at Amazon. Growth slowed, but margins are expanding and AI inference workloads are coming back to AWS. Market’s punishing AMZN for retail, not cloud. At these levels you’re basically getting AWS at a discount with Prime/retail thrown in.
*3. $ORCL Oracle Cloud*
The sleeper. Oracle Cloud Infrastructure is winning AI training deals because of high-performance networking. Still tiny vs AWS/Azure, but growing 50%+. Valuation hasn’t caught up to the cloud story yet. High risk, but if they keep taking share, rerating is huge.
GCP proving there’s room for 3 winners broke the “AWS vs Azure only” narrative.
I’m watching cloud margins + AI workloads, not just growth.
Who’s your pick: is GCP still cheap, or are MSFT/AMZN/ORCL the real undervalued cloud plays?
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