I've always found it interesting that these tech infra companies' stock tends to rise in the immediate aftermath of these outages. My best guess is that people see the effect of the outage and say "Hey, this company I've never heard of sure seems to have a lot of customers!"

To be fair I've benefited from that in the past; this is an observation of my own that doesn't represent the views of any of my current or former employers.

The problem is this analysis and the mindset of a shareholder are about as far apart as you can get. The market likes to pretend it is "sophisticated and knowledgeable." It's a slot machine and as long as the handle pullers smell money in the machine they're going to sit there and pull.