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Analysts Can’t Believe These Numbers Are Real

Joseph Carlson After Hours•Apr 30, 2026

Summary

Joseph provides a comprehensive review of the 'crazy' earnings week for Big Tech, focusing on Google, Meta, and Amazon. He expresses extreme optimism for Google, citing its 63% cloud growth and massive $460 billion backlog as evidence of non-linear, explosive success. Joseph also addresses the 10% drop in Meta's stock, defending the company by explaining that user declines were due to geopolitical outages rather than business failure, while praising Mark Zuckerberg's positive AI vision. Amazon is ranked as the second-best report of the week due to its AWS acceleration and blockbuster revenue figures.

Google (GOOGL): Joseph highlights Google as the 'shining star' with 22% quarterly revenue growth and a staggering 63% growth in its cloud division. He notes that the cloud backlog has reached $460 billion and that the company is successfully monetizing complex AI search queries. Joseph predicts the stock will likely reach a price point of $400 by the end of the year.
Meta (META): Joseph discusses the 10% decline in Meta's share price, which he believes is an overreaction to increased CapEx guidance and temporary user dips in Russia and Iran. He emphasizes that Meta is growing at 33%, faster than all other big tech companies, and maintains high conviction in Zuckerberg's vision for AI personal assistants. He views the current price near $600 as a high-quality entry point for long-term investors.
Amazon (AMZN): Joseph ranks Amazon's earnings as a 'blockbuster' and the second-best report of the group, noting revenue acceleration to 14% on a trailing 12-month basis. AWS revenue grew by 28%, showing the fastest acceleration in years, which indicates that AI is significantly boosting their cloud business. He believes the market's muted reaction ignores the company's strong fundamental momentum.

Mentioned Stocks

AMZN
Sentiment: BUYAction: RECOMMENDED

Reasoning: Joseph calls the earnings report a 'blockbuster' and highlights the 28% growth in AWS as a key driver. He believes the market's reaction was too muted given the strong acceleration in revenue.

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META
Sentiment: BUYAction: RECOMMENDED

Reasoning: Despite the 10% price drop, Joseph remains very bullish, stating it is one of the best options in the market. He argues that the 33% revenue growth outweighs CapEx concerns and that user declines were non-organic (geopolitical).

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MSFT
Sentiment: HOLD

Reasoning: Joseph notes that Microsoft is down over 5% due to concerns regarding Amazon's competition, though he does not provide as deep an analysis as he does for Google or Meta.

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GOOGL
Sentiment: BUYAction: RECOMMENDED

Reasoning: Joseph describes Google as his largest and most successful investment ever. He is extremely bullish due to the 63% Cloud growth, $462 billion backlog, and 22% quarterly revenue growth. He predicts the stock could reach $400 by the end of the year.

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