---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/40305522.md"
description: "$Microsoft(MSFT.US)$Amazon(AMZN.US)$Meta Platforms(META.US)$Alphabet - C(GOOG.US) Personally, I think all four earnings reports are good, but Microsoft and Meta have been hit quite hard. Meta is obvious, it's a free cash flow problem, the burn rate is indeed fierce, but stopping would be even more disastrous. Among cloud providers, Google's profitability has stabilized now. For Amazon and Microsoft, their free cash flow is actually a mess. Talking about cloud growth rate, Google looks scary, but you can't ignore scale and just talk about growth rate. Comparing valuations, Microsoft's forward P/E is 20, free cash flow is equally bad for everyone, and its growth isn't weaker than any other company. Growth is limited by physical bottlenecks. The valuation gives a 10-20% premium to two, and a 30% discount to one. I think that's a bit overdone, they don't deserve that."
datetime: "2026-04-30T00:35:08.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40305522.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40305522.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/40305522.md)
author: "[哥哥](https://longbridge.com/en/profiles/14720746.md)"
---

# $Microsoft(MSFT.US)$Amazon(AMZN.US)$Meta Platforms…


### Related Stocks

- [META.US](https://longbridge.com/en/quote/META.US.md)
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- [MSFT.US](https://longbridge.com/en/quote/MSFT.US.md)
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- [MSFY.US](https://longbridge.com/en/quote/MSFY.US.md)
- [AMZN.US](https://longbridge.com/en/quote/AMZN.US.md)
- [GOOGL.US](https://longbridge.com/en/quote/GOOGL.US.md)

## Comments (3)

- **蜜桃猫的交易员Jeff · 2026-04-30T00:59:15.000Z**: Meta won't be finished even if it stops; it's just its own doing. I've repeatedly mentioned this in my analysis last month.The other few companies are all surprises, waiting quietly for growth
  - **哥哥** (2026-04-30T01:10:57.000Z): Relying on buying chips and borrowing models can still keep you afloat, but it essentially locks you in, leaving little to no possibility of overtaking in the subsequent wave of AI development. Indepe
  - **蜜桃猫的交易员Jeff** (2026-04-30T02:19:44.000Z): Zuck just had a gambling relapse. Real progress should be driven by technology, not burning money.If he's bullish on his own company, he should hire more engineers instead of laying people off and scr