Microsoft is considered fairly valued, with its cloud business (Azure) not showing as much acceleration compared to Google Cloud and AWS, although it remains a strong business.
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These Are Best Hyperscalers to Buy Now - Full Analysis
Aug 14, 2026
The creator analyzes four hyperscaler companies (Amazon, Google, Meta, and Microsoft) after their Q2 earnings reports, focusing on their advertising and cloud businesses. While all show strong fundamentals, the creator believes Meta is performing best in advertising and AWS is adding the most incremental cloud revenue. Valuation-wise, Amazon and Meta are considered most attractive, Microsoft is fairly valued, and Google is the most expensive.
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Amazon is considered one of the most attractive hyperscalers, with a durable advertising business and strong incremental cloud revenue growth.
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AMZNbuy opened Aug 14, 2026
-1.18%