Act I: The Cloud Comedy of Errors

Enter Mr. Stanley Druckenmiller, a man whose portfolio has weathered the tempests of time like a miser clutching his coins. In the second quarter, he laid claim to Microsoft (MSFT), a choice as prudent as it was theatrical. One might imagine him muttering, “What art thou, Azure, but a gilded server farm?” Yet lo! The company’s net profit of $102 billion on $282 billion in revenue suggests a certain alchemical prowess. The CFO, Amy Hood, declares their intent to “invest against the expansive opportunity,” a phrase so grandiose it might have been lifted from the lips of a baron boasting of his new château.








