I would choose C: Prefer Microsoft, while keeping Alphabet on my watchlist.
Alphabet's 103% Google Cloud growth proves its AI potential. However, negative $9.07 billion quarterly free cash flow raises a critical question: how quickly can AI generate sustainable returns?
Microsoft offers a better balance between growth and financial strength. Azure grew 48%, while Microsoft generated $18.6 billion in free cash flow despite massive infrastructure spending.
Vertiv also highlights an opportunity: investing in the infrastructure powering AI rather than betting exclusively on software winners.
My strategy: Microsoft first, Alphabet on a valuation-driven watchlist, and Vertiv only at a reasonable price. The real winner isn't necessarily the company spending most on AI, but the one converting investment into durable cash flow.
@Tiger_Earnings [你懂的]
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