Written after Google and Amazon's earnings report - 2025 Q1

$Alphabet(GOOGL.US) In my previous personal monthly report, I mentioned being bullish on Alphabet before the earnings report, but didn't elaborate much. Hope this didn't cause any misunderstanding 🙏
My understanding of Alphabet is close to Graham's investment approach - buying a good company at a low price and selling at fair value. The impact of AI search on Alphabet's moat is significant, and buying some Alphabet shares at low prices after earnings could be a good option.
Now it seems to me that Amazon might be closer to Buffett's philosophy: buying a good company at a reasonable price.
$Amazon(AMZN.US) From my understanding, Amazon combines mass consumption (high sales + low price-to-sales ratio), spiritual needs (Prime Video), AI cloud services, and advertising revenue. It has no obvious weaknesses in any area and currently faces no strong challengers. I believe Amazon is a relatively low-risk choice in the highly volatile 2025 market. I plan to try selling puts recently. Welcome to discuss, thank you!