If I Can Only Own Alphabet or Amazon for The Next 5 Years, I’m Choosing This One

Quick Read

• GOOGL trades at ~15x earnings versus AMZN’s ~35x, yet Google Cloud grew 82% against AWS’s 37%, making Alphabet the cheaper, faster-growing pick.

• Alphabet controls its entire AI stack, including models, chips, and distribution, but nearly doubled long-term debt to $98B to fund the buildout.

• Over five years, GOOGL returned 148% against AMZN’s 49%, with Google’s earnings growth driving most of that outperformance.

• Just released. Our analysts combed the entire stock market and named the ten best stocks to buy right now, and Amazon didn’t make the cut. Enter your email to see the names that beat AMZN. The report is free. Enter your email and see if any of your stocks made the cut.

Alphabet (NASDAQ:GOOGL) and Amazon (NASDAQ:AMZN) both reported second-quarter results showing their cloud businesses speeding up in the same quarter. Both companies are spending heavily on AI compute, and investment gains inflated net income…