Right, let’s talk ‘forever stocks.’ Everyone’s obsessed with them. Like finding a reliable plumber, only with more risk and less actual fixing of things. Honestly, the phrase makes me twitch. It implies some sort of… permanence. In the market? Darling, nothing is permanent. Except maybe disappointment. But, alright, alright. If I had to pick a few that might outlive my questionable life choices, it’d be these. And even then, I’m hedging. Heavily.
Microsoft, Amazon, and Alphabet. The usual suspects. Everyone’s piling in, thinking they’re geniuses. Let me tell you, following the herd is rarely a path to enlightenment, or a decent return. But, these three… they’re not stupid. They’ve stumbled into something resembling a moat, and it’s all thanks to something incredibly dull: cloud computing. It sounds like a marketing buzzword, doesn’t it? Like they ran out of actual ideas.
The Cloud: A Very Expensive Band-Aid
Look, Microsoft sells software, Amazon sells… everything, and Alphabet basically is advertising. A gloriously invasive, data-hungry advertising machine. But they all have this thing in common. They’ve built, or rather, rented, a ridiculous amount of computing power. They’re basically data landlords. And in this AI-obsessed world, everyone needs a place to store their algorithms. It’s less about innovation and more about owning the real estate, frankly.
The brilliance, if you can call it that, is simple. Companies don’t want to spend a fortune building and maintaining data centers. Too messy, too expensive, too… responsible. They’d rather just rent space from these giants. It’s the ultimate outsourcing. It’s like me agreeing to pay someone else’s mortgage, only instead of a house, it’s a server farm. And I suspect, like my hypothetical mortgage, it’s probably overvalued.
AI start-ups are clamoring for this cloud space. They haven’t got the capital, or the expertise, to build their own infrastructure. So they’re happily handing over their data, and their profits, to Microsoft, Amazon, and Alphabet. It’s a beautiful, cynical cycle. And the more AI develops, the more these companies will profit. It’s not about being visionary; it’s about being the most efficient parasite.
They’re all throwing money at expanding their data center footprint, and honestly? It feels… desperate. Like they’re trying to convince themselves, and the market, that this growth is sustainable. It’s a land grab, pure and simple. And land grabs rarely end well for everyone involved.
But what does all this cloud fluff actually do for their core businesses? That’s the question, isn’t it?
Amazon: Propped Up by the Cloud
Let’s be honest, Amazon’s retail business is… chaotic. Thin margins, logistical nightmares, and a relentless pursuit of growth at any cost. It’s a miracle it’s still standing. But Amazon Web Services? That’s a different story. In the last quarter, AWS generated half of Amazon’s operating profits. Half. That’s not a business; it’s a life support system. It’s like finding out your eccentric aunt is secretly a billionaire and has been funding your questionable lifestyle choices all along. It explains a lot.
Alphabet’s Google Cloud is growing even faster, up 48% year over year. Which is impressive, I suppose. Though, I suspect a lot of that growth is fueled by desperate start-ups with more ambition than funding. It’s a bit like watching moths flock to a very expensive, and potentially dangerous, flame.
And then there’s Microsoft Azure. Hidden away within the sprawling Microsoft empire. They don’t break out the numbers, which is always a red flag. They just tell you it’s growing at a respectable 39%. It’s like a secret stash of cash hidden under the mattress. It’s there, it’s significant, but they don’t want you to know exactly how much. Which, naturally, makes me even more curious.
Look, these are decent companies. They’re not going to collapse tomorrow. But “forever stocks”? Please. Nothing lasts forever. Especially in a market driven by hype, delusion, and the relentless pursuit of profit. I’m buying them, yes. But I’m also keeping a very close eye on the exit. Just in case.
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2026-03-19 14:33