Google Trends suggests cloud demand is 2x what it was a year ago - yet MSFT is at 2023 prices.
u/PolskiNapoleon ·
Reddit — r/ValueInvesting
· March 28, 2026 at 03:58
· ⬆ 118 pts
· 💬 87 comments
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Summary
The post argues that Google Trends data indicates cloud demand (via searches for Azure, AWS, GCP pricing) has doubled year-over-year.
The author's thesis is that Microsoft's (MSFT) stock price, trading at 2023 levels, does not reflect this demand surge, validating its increased capital expenditure narrative.
Quality assessment: Speculation. Relies on a single, indirect proxy (search trend volume) for demand without corroborating financial or operational data.
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Microsoft's narrative about spending more on capex to meet demand might actually be true. Link to Google Trends results below.
Disclaimer: I bought MSFT myself $410 DCA so I might be biased. Obviously not a financial advice, everyone is responsible for themselves :)
[https://trends.google.com/explore?q=azure%2520pricing%2Caws%2520pricing%2Cgoogle%2520cloud%2520platform&date=today%205-y&geo=Worldwide](https://trends.google.com/explore?q=azure%2520pricing%2Caws%2520pricing%2Cgoogle%2520cloud%2520platform&date=today%205-y&geo=Worldwide)
Google Trends data shows searches for "azure pricing," "aws pricing," and "google cloud platform" are approximately 2x higher than a year ago. This suggests underlying cloud demand is strong, supporting MSFT's narrative of high capex to meet demand, yet the stock price has retreated to 2023 levels. The stock is potentially undervalued given the implied demand growth not reflected in its current price. Search volume is not a direct measure of revenue or profit; macroeconomic or competitive pressures could decouple demand from MSFT's financial performance; high capex may pressure margins.
This Reddit post, published March 28, 2026,
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discussing MSFT.
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