$Microsoft(MSFT.US)

Hot take: Storage manufacturers have drained cloud providers' cash through long-term agreements → Cloud providers cut back on buybacks → Stock prices lose buyer support → Rising storage costs force end-product price hikes → Driving up CPI/PCE → The Fed is forced to remain hawkish → High interest rates persist → Tech stock valuations continue to be compressed → More selling 😅

Any resemblance is purely coincidental.

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