4 tech giants report earnings on April 29th after the bell.MSFTDown 8% this year.Azure cloud growth is the number.I still hold it. Tomorrow I find out if I add more.GOOGGoogle Cloud grew 47% last quarter.Does it hold? We'll see.METABest performer of the group this year.Bar is high. Expectations are higher.AMZNUp 27% in the last month.A lot already priced in.AWS growth is the story.The Real Question is Not whether AI is real but whether it's making money yet.TJNot financial advice. Just a dad thinking out loud.
