---
title: "Written after Google and Amazon's earnings report - 2025 Q1"
description: "$Alphabet(GOOGL.US) In my previous monthly report, I mentioned being bullish on Alphabet before the earnings report, but I didn't elaborate much. I hope it didn't cause any misunderstanding 🙏 My view"
type: "topic"
locale: "en"
url: "https://longbridge.com/en/topics/27031598.md"
published_at: "2025-02-07T04:15:43.000Z"
author: "[Jeff蜜桃猫的交易员](https://longbridge.com/en/profiles/15261700)"
---

# Written after Google and Amazon's earnings report - 2025 Q1

$Alphabet(GOOGL.US) In my previous personal monthly report, I mentioned being bullish on Alphabet before the earnings report, but didn't elaborate much. Hope this didn't cause any misunderstanding 🙏  
My understanding of Alphabet is close to Graham's investment approach - buying a good company at a low price and selling at fair value. The impact of AI search on Alphabet's moat is significant, and buying some Alphabet shares at low prices after earnings could be a good option.  
Now it seems to me that Amazon might be closer to Buffett's philosophy: buying a good company at a reasonable price.  
$Amazon(AMZN.US) From my understanding, Amazon combines mass consumption (high sales + low price-to-sales ratio), spiritual needs (Prime Video), AI cloud services, and advertising revenue. It has no obvious weaknesses in any area and currently faces no strong challengers. I believe Amazon is a relatively low-risk choice in the highly volatile 2025 market. I plan to try selling puts recently. Welcome to discuss, thank you!

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- [GOOGL.US - Alphabet](https://longbridge.com/en/quote/GOOGL.US.md)
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- [AMZN.US - Amazon](https://longbridge.com/en/quote/AMZN.US.md)

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> **Disclaimer**: This article is for reference only and does not constitute any investment advice.