---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42229720.md"
description: "$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."
datetime: "2026-06-26T06:41:38.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42229720.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42229720.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42229720.md)
author: "[SpiceMonkey](https://longbridge.com/en/profiles/17534703.md)"
---

# $Microsoft(MSFT.US)Hot take: Storage manufacturers…


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## Comments (2)

- **SpiceMonkey · 2026-06-26T06:58:26.000Z · 👍 1**: In other words, it's not just storage; upstream components like analog chips are starting to see price increases, which will ultimately be passed on to consumer costs. People are even less willing to spend a lot of money on AI, layoffs are mostly done, the pool that can support AI revenue is shrinki
  - **交易员阿瓜** (2026-06-26T07:44:29.000Z): The logic you mentioned is not impossible; it depends on whether big tech can monetize AI.