Alphabet (GOOGL) is a hold after a strong quarter, as current valuation is too high for new buys, but selling puts could offer a better entry.
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Mag 7 Earnings Breakdown: Buy, Sell, or Hold?
Mark Roussin, CPAApr 30, 2026
Mark Roussin breaks down earnings for Meta, Microsoft, Alphabet, and Amazon. He rates Meta a strong buy despite increased capex, citing strong financials and past performance. Microsoft also beat earnings, with strong Azure growth, but the stock has lagged year-to-date.
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Alphabet is the creator's largest holding and they were buying heavily into the stock.
Amazon is a buy, leaning hold, due to strong revenue/profit growth and efficient operations, despite negative free cash flow from investments.
Microsoft beat earnings with strong Azure growth, but the stock has lagged and shows a pattern of post-earnings weakness.
Meta is a strong buy opportunity due to solid financials and a history of rewarding investment despite increased capex.