--- title: "☁️ Cloud Wars Earnings Challenge — Pick the winner, win cash!" type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/100000000956289.md" description: "Microsoft and Alphabet report Wednesday after the US close, Amazon on Thursday. Between them they are about 15% of the entire S&P 500. Pick the one with the highest net gain this week, back it up, and the 3 best takes win 2 SGD each." datetime: "2026-10-27T08:49:32.000Z" locales: - [en](https://longbridge.com/en/topics/100000000956289.md) - [zh-CN](https://longbridge.com/zh-CN/topics/100000000956289.md) - [zh-HK](https://longbridge.com/zh-HK/topics/100000000956289.md) author: "[Captain's Watch](https://longbridge.com/en/profiles/24747427.md)" generator: "portal-rs" --- # ☁️ Cloud Wars Earnings Challenge — Pick the winner, win cash! $Microsoft(MSFT.US) and $Alphabet(GOOGL.US) report **Wednesday after the US close**. $Amazon(AMZN.US) follows **Thursday**. ☁️ Between them they are about **15% of the entire S&P 500**, and they all report inside 48 hours. One question for the week: **which of the three ends up with the highest net gain?** #### **📄 Anthropic Just Published the Scoreboard** Yesterday Anthropic filed its S-1, and buried in it is the cleanest side-by-side these three have ever given us. One customer, an estimated **11 GW** of compute, split across them: **Google** **4.5 GW** on its own TPUs · about **US$114.5B** of Google Cloud commitments **Amazon** **1.2 GW** on Trainium · about **US$110B** of cloud commitments **Microsoft** Named among Anthropic's major cloud partners, with roughly **US$31B** of commitments Anthropic signed close to **US$1 trillion** of compute contracts in ten months — against H1 revenue of US$16.3B. That is 22 times annualised revenue, and a large slice of it lands on these three income statements over the next few years. #### **🔍 Same Trade, Three Very Different Positions** **Azure** The growth story the whole market prices off. Microsoft guided Azure to about **45%** growth — the single most-watched number of the week. Consensus: **US$4.71** EPS on **US$90.6B** of revenue **Google Cloud** The challenger, and the only one of the three that also builds the chips underneath it. Shares went into the print at a **three-month low** **AWS** The incumbent, and the one with the most to lose. BofA expects AWS revenue growth near **40%** with better margins — but Amazon's capex is running near **US$220B** this year #### **⚔️ Key Points to Watch** Investors have stopped rewarding growth that arrives with a bigger bill attached. The five big cloud vendors may spend over **US$800B** of capex in 2026. Goldman thinks AI data-centre investment **peaks in Q4**, funded by a record **US$1.76 trillion** of investment-grade issuance. Nomura puts the odds the arms race simply continues at **75%**, describing it as a game of chicken where nobody dares blink first. So the question this week is not who grows fastest. All three will grow. The question is **which one convinces the market that its spending is earning its keep.** Three clouds, two days, almost no room for error. Which one comes out on top? 👇 #### **🎯 Take the Challenge** **ℹ️** **Rules & Settlement** - Entries close: **Wednesday 28 October, 20:59 SGT** — before Microsoft and Alphabet report. - Settled on net % change from **28 Oct US close** to **30 Oct US close**, using Longbridge closing prices. - 🥇 The winner is whichever of the three has the highest net gain over that window. If all three finish lower, the one that falls least wins. - 📅 That window is deliberate: it covers Microsoft and Alphabet's reaction day on Thursday and Amazon's on Friday, so all three get measured on their own print. - 🏆 3 Best Takes = the sharpest reasoning among entries that picked the winner correctly. If fewer than three correct entries clear the bar, the team may select from all valid entries. Each will be rewarded 2 SGD. - One vote and one entry per member. Your first entry is the one that counts. - Your entry can be a comment here, your own post, or a repost of this one — all three count the same. - Rewards are credited within 7 working days after settlement. - Content must be original and relevant. Copied, duplicate, spam or directly AI-generated submissions may be disqualified. ### Related Stocks - [GS.US](https://longbridge.com/en/quote/GS.US.md) - [8604.JP](https://longbridge.com/en/quote/8604.JP.md) - [GOOGL.US](https://longbridge.com/en/quote/GOOGL.US.md) - [.SPX.US](https://longbridge.com/en/quote/.SPX.US.md) - [MSFT.US](https://longbridge.com/en/quote/MSFT.US.md) - [GOOG.US](https://longbridge.com/en/quote/GOOG.US.md) - [GOOGN.US](https://longbridge.com/en/quote/GOOGN.US.md) - [AMZN.US](https://longbridge.com/en/quote/AMZN.US.md) - [GS-A.US](https://longbridge.com/en/quote/GS-A.US.md) - [GS-C.US](https://longbridge.com/en/quote/GS-C.US.md) ## Comments (161) - **legaia · 2026-10-28T12:02:57.000Z**: Patiently waiting for the earnings to show us how these 3 are really performing! - **Innekiam · 2026-10-28T11:56:55.000Z**: nice 👍 - **SHUN · 2026-10-28T11:19:20.000Z**: Very good luck - **agnes su · 2026-10-28T10:38:35.000Z**: Thank you 🙏 - **PinkySheepy · 2026-10-28T10:33:40.000Z**: 🎯 My Pick: GOOGL (Alphabet)I chose Alphabet not only for Google Cloud’s strong growth but also for the possible gap between market expectations and actual performance.Consensus anticipates Google Cloud revenue near $29.15B, almost doubling year-on-year. The more critical figure is the projected 33.5 - **HKP · 2026-10-28T10:09:51.000Z**: likely all the stock market is up and up and also in good shape in us market - **Hellee87 · 2026-10-28T09:15:35.000Z**: google ftw! - **champ · 2026-10-28T08:03:55.000Z**: looking forward to its performance - **TYY223 · 2026-10-28T07:26:15.000Z**: Good luck 🍀 - **matthosh · 2026-10-28T07:23:58.000Z**: that's good - **Simon Sin · 2026-10-28T07:00:01.000Z**: me too bro me too - **OneC · 2026-10-28T06:29:49.000Z**: I picked Alphabet as I believe it shall start to shine from it's focus - **xiaochu · 2026-10-28T06:11:55.000Z**: Matter of time, just buy at low price - **Anynamedoesitmatter · 2026-10-28T06:01:43.000Z**: I pick Msft based a lot on price action on the daily and weekly and monthly charts and the other based on its fundamentals and balance sheet which seems to be the best of the three currently, but we will know once earnings is out if it is still the best. Whether it goes up that much to be the best o - **Joe8 · 2026-10-28T05:55:18.000Z**: Very good potential growth in long term. Cloud plus AI is a very powerful tool. - **RG · 2026-10-28T05:39:27.000Z**: My pick is Alphabet, not simply because of Google Cloud’s impressive growth, but because of the potential gap between market expectations and actual execution. - **RG · 2026-10-28T05:33:23.000Z**: 🙌🙌 - **Hanz · 2026-10-28T05:05:34.000Z**: GOOG! - **太空游侠 · 2026-10-28T05:05:05.000Z**: 🎯 My pick: GOOGL (Alphabet)Everyone is building larger-scale AI data centers. The question is, who actually profits from it?I'm bullish on Alphabet.Google has a unique advantage. It's not just selling cloud compute; it's also developing its own TPUs, AI models, and software ecosystem. This vertical - **The · 2026-10-28T05:01:46.000Z**: Every cloud drives have their uniqueness.Based on seeing their implied move, Amazon is the winner.However, based on my observation on the number of people using cloud drive and user interface, Google will win. --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**