$Alphabet - C(GOOG.US)$Microsoft(MSFT.US)$Amazon(AMZN.US) It's time to prove exactly how much return AI investments are yielding. Tomorrow is the first-instance verdict, and Microsoft's second instance in three weeks. I firmly stand with the cloud providers, who will deliver a burst of explosive results. But the issue isn't the results themselves; it's more about whether investment needs to be ramped up further, as the market is already extremely anxious. The choice between two options is like a scratch-off lottery—just talk about it, but psychologically, you hope Google announces continued skyrocketing expenses, triggering harsh punishment from the market, which would then present an opportunity to go heavy. Dreaming on 😂