Microsoft's strong cloud earnings report served as a catalyst that improved sentiment for the entire hyperscaler sector.
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The creator discusses recent strong performance in Amazon (AMZN) and Microsoft (MSFT) due to their cloud bu...
Aug 1, 2026
The creator discusses recent strong performance in Amazon (AMZN) and Microsoft (MSFT) due to their cloud businesses (AWS and Azure, respectively). They highlight positive earnings reports and growth metrics, expressing a bullish outlook for both companies over the next year, while also anticipating potential turbulence in the summer.
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The creator executed a successful tactical trade on Amazon ahead of earnings, citing strong AWS cloud growth and a massive $496 billion backlog.
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AMZNbuy opened Aug 1, 2026
-1.90%