Amazon, Microsoft, and Alphabet: 2 Winners and 1 Loser in the Cloud Computing Arena

In the cloud computing arena, three companies dominate: Amazon (NASDAQ: AMZN), Microsoft (NASDAQ: MSFT), and Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL). All three of these have thriving cloud computing businesses, and each recently reported results for its latest quarter.

Although the market may have declared a handful of winners, I have a different line of thinking on these three. I think there are two clear winners and one loser in this trio, and the loser may seem odd to pinpoint, considering the stock’s performance following earnings.

Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a “Double Down” signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same “Total Conviction” signal is flashing for a company 1/100th the size of Nvidia. Continue »

So, where do these three fall? Let’s find out.

Cloud computing will be a major long-term…