Super Earnings Night reveals the results, all four tech giants report revenue growth：Google's Q1 revenue increased by 22%, with net profit surging 81% to $62.6 billion. The CEO attributed the growth to the ongoing returns from AI investments. The stock price jumped nearly 7% in after-hours trading, though expectations remain for a significant increase in capital expenditures by 2027. Microsoft and Amazon staged a 'V-shaped reversal' — Microsoft initially fell over 3% but rebounded after announcing Azure growth of 39%-40% and providing an upbeat outlook for the second half of the year. Amazon also reversed course after dropping 5%, driven by news that AWS annualized revenue reached $150 billion and its Trainium chips secured $225 billion in committed revenue, propelling it to a 5% gain. Meta, however, faced a selloff due to raised capital expenditure and sales guidance that merely met expectations. The collective revenue growth of the four giants underscores the real demand for AI, shifting from a competition of who invests more to who earns faster, but stock-picking matters more than sector selection. Among the tech giants, which company do you favor?