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MSFT, AMZN, GOOG
Posted on 6/2/26 at 9:57 am
Posted on 6/2/26 at 9:57 am
Which of these 3 do y'all see having the highest upside over the next 5 years? Thanks for the input.
11
Posted on 6/2/26 at 10:00 am to Sabans straw hat
all of them
Posted on 6/2/26 at 10:02 am to Sabans straw hat
Google.
Google is in a position to "win" the AI race, or at least be one of the 2-3 dominant parties.
Now, SpaceX....that's going to be interesting to watch post-IPO.
Google is in a position to "win" the AI race, or at least be one of the 2-3 dominant parties.
Now, SpaceX....that's going to be interesting to watch post-IPO.
Posted on 6/2/26 at 10:26 am to Sabans straw hat
Googl out of those three. I think their Anthropic stake is going to pay off big time.
I think nvda outpaces all of them.
I think nvda outpaces all of them.
Posted on 6/2/26 at 10:38 am to Sabans straw hat
GOOGLE
Posted on 6/2/26 at 11:05 am to Sabans straw hat
The hyperscaler thesis is simple: Amazon, Google, and Microsoft are in capital deployment mode, and the market is punishing them for it. When capex normalizes and demand proves out, they flip (back) into free cash flow machines, on top of that they may get re-rated.
This post was edited on 6/2/26 at 11:08 am
Posted on 6/2/26 at 11:11 am to castorinho
quote:
Googl out of those three. I think their Anthropic stake is going to pay off big time.
I am curious where MSFT goes with Copilot. OpenAI is the backend of Copilot and housed in Azure. OpenAI recently signed at agreement with AWS, which has caused a legal situation between OpenAI and MSFT.
Microsoft is behind the game big time in their own AI, since they went best buds with ChatGPT.
In the world of everyday business use, Copilot cannot really be beat with it's deep integration into M365. If you are running the Microsoft suite, Copliot for Business is well worth the money.
Claude is the choice for app development by a long shot, but copilot is a sweetspot for business users. Copilot is a wrapper though and leverages ChatGPT and Claude for now.
Posted on 6/2/26 at 11:18 am to Sabans straw hat
Amazon possesses the highest percentage upside because it has multiple, independent operational levers it can pull to expand its profit margins.
AWS is still the global cloud leader. While Microsoft took an early lead in public perception regarding AI, AWS has developed its own custom AI chips Trainium and Inferentia and the Bedrock platform. As enterprise AI shifts from hype to cost-efficient scaling, AWS's massive infrastructure gives it a huge advantage.
Amazon's e-commerce margin explosion and core retail business used to operate on razor-thin margins. However, by leveraging AI to optimize its logistics, regionalizing its fulfillment network, and scaling its highly profitable third-party seller services, they are turning a traditionally low-margin business into a highly profitable business sector.
Amazon’s digital advertising business, sponsored products, Prime Video ads is growing incredibly fast. Ad revenue drops straight to the bottom line, which will heavily juice their EPS over a 5-year timeline.
AWS is still the global cloud leader. While Microsoft took an early lead in public perception regarding AI, AWS has developed its own custom AI chips Trainium and Inferentia and the Bedrock platform. As enterprise AI shifts from hype to cost-efficient scaling, AWS's massive infrastructure gives it a huge advantage.
Amazon's e-commerce margin explosion and core retail business used to operate on razor-thin margins. However, by leveraging AI to optimize its logistics, regionalizing its fulfillment network, and scaling its highly profitable third-party seller services, they are turning a traditionally low-margin business into a highly profitable business sector.
Amazon’s digital advertising business, sponsored products, Prime Video ads is growing incredibly fast. Ad revenue drops straight to the bottom line, which will heavily juice their EPS over a 5-year timeline.
Posted on 6/2/26 at 4:03 pm to Breauxsif
today, none of them. I think A,G,M in that order.
Posted on 6/2/26 at 4:08 pm to Sabans straw hat
Easy.
GOOG
GOOG
Posted on 6/2/26 at 4:14 pm to SlowFlowPro
And Alphabet has a huge investment in SpaceX…north of $100bln. So they’ll benefit in that scenario too.
Posted on 6/2/26 at 5:18 pm to Boomer Rick
quote:The market is punishing Google?
Amazon, Google, and Microsoft are in capital deployment mode, and the market is punishing them for it.
Posted on 6/2/26 at 5:25 pm to Sabans straw hat
I have pretty nice positions in all 3. These always seem to take turns based on nothing more than what’s hot. Google was left for dead before this rally, I’ve been told Microsoft is trash many times over the years. Amazon is the one that kinda lurks in the back, but always has a foot in everything. Over the next 5 years, each of these 3 will probably be “the best company in the world” at some point
Posted on 6/2/26 at 6:31 pm to Sabans straw hat
MAGS is an ETF that invest exclusively in the Magnificent 7-Apple, Microsoft, Amazon, Alphabet, Meta, Nvidia, and Tesla,
It's up 32 percent over the last year with only moderate risk.
It's up 32 percent over the last year with only moderate risk.
Posted on 6/2/26 at 7:30 pm to Big Scrub TX
Yes. It has been down over 6% the last month and is significantly underperforming the tech sector YTD.
Posted on 6/2/26 at 7:54 pm to Spawn
quote:how is a fund exclusive to seven tickers “moderate risk”? I believe you that it’s up 30% (so is VITAX and VGT, etc) but there’s sector specific and then there’s MAGS
It's up 32 percent over the last year with only moderate risk.
Posted on 6/3/26 at 12:25 am to Sabans straw hat
Love watching my 401(k) the next 10 years with AI going on
Posted on 6/3/26 at 12:34 am to Boomer Rick
quote:I mean, it's still up 31% from like 60 days ago. And it's down 6% from its all time high - still leaving it with a market cap of almost $4.5 trillion.
Yes. It has been down over 6% the last month and is significantly underperforming the tech sector YTD.
It's a stretch to say it's being "punished". It's P/E is pretty in line with the rest of the Mag 7 or whatever you want to call them - and well ahead of Meta's.
Sure, it's not the exact same darling NVDA is, but that's not "punishment".
Posted on 6/3/26 at 3:44 am to castorinho
AMZN has the largest stake in Anthropic which includes GOOGL. Why wouldn't AMZN's stake pay off big time too?
quote:
Googl out of those three. I think their Anthropic stake is going to pay off big time.
Posted on 6/3/26 at 8:26 am to Big Scrub TX
On February 5, 2026, Alphabet shares dropped 6.1% to $312.64 after announcing capital expenditure guidance of $175-185 billion for the year — far exceeding analyst expectations of roughly $115 billion. This happened despite strong Q4 earnings.
Just this week — Monday June 1 — Alphabet announced an $80 billion equity offering to fund AI infrastructure, and shares declined again on dilution concerns despite Berkshire Hathaway participating with a $10 billion investment.
So, yes, two clear examples this year that they’ve been punished. End of story.
Just this week — Monday June 1 — Alphabet announced an $80 billion equity offering to fund AI infrastructure, and shares declined again on dilution concerns despite Berkshire Hathaway participating with a $10 billion investment.
So, yes, two clear examples this year that they’ve been punished. End of story.
This post was edited on 6/3/26 at 8:39 am
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