In terms of other high-potential growth stories in tech, Microsoft and Amazon fit the bill. The question is which has more upside? The common thought is Amazon and I was inclined to agree prior to earnings last week. AMZN results were impressive and it's surely not done growing but the driver in each firm is cloud. AWS was up 43% which is quite good in absolute terms but compares to 93% Azure growth. Azure is presumably a smaller business (MSFT doesn't break Azure out from Commercial Cloud) but its not insignificant and may not be far from catching AWS. I like both stories but I need to pick one over the other (for now, at least). The faster pace of growth in Azure drew me to MSFT but it seems that market psychology is more of a tailwind for Amazon because MSFT's other businesses may hold the stock back. To be clear, MSFT's all around performance is good but their other segments aren't growing at the pace of Azure. Discuss.