Amazon's marketplace and delivery service have a "captive" market due to the closure of bricks and mortar retail. The general move to the cloud rewards AWS/GCP

Amazon's marketplace and delivery service have a "captive" market due to the closure of bricks and mortar retail. The general move to the cloud rewards AWS/GCP/Azure with the two primary "winners" currently being AWS and Azure. This will continue as companies move to the cloud, but expect there to be a flattening of growth. As for Facebook and Google, they rely on advertising, which relies on consumption. When there is 10+% unemployment and 20+% underemployment, consumption is highly likely to at least flatten if not fall off a cliff, particularly in elective consumption like high end electronics. The share market is not indicative of the economy and is a lagging indicator of company revenues.