I last covered Amazon.com, Inc. ( AMZN ) in late October, post AWS outage that affected everyone and their grandmother. At the time, I thought it was a blessing in disguise, once again telling the marketI’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, with the AI boom. In one word, what I’d like my ser ...