Rainy clouds — why not bet on AMZN, GOOGL, MSFT & Co.

Sure, given the fantastic rise of Amazon, Microsoft, and all the other tech companies it sounds like ill-advised to not bet on these stocks.

Also, working in the tech industry for more than 20 years doesn’t make me a laggard when it comes to cloud computing — quite the opposite. But there have been a few things in the past couple of days that made me think and write this post:

Stolen Identity