I hope everyone who held IBM for the long term sold off their stocks to take profit because that was a huge signal from the heavens.
If you were looking to get back in, this recent crash might be a good time. If my memory does not fail me, IBM was recently caught up in some security breach for a Singapore government agency affiliate too, so it might just be a perfect storm.
I believe software will be a roller coaster ride up and down, especially while AI is dominating the scene. But IBM has strong enough fundamentals that they might come back around when the market starts the cycle of AI and AI-adjacent profit taking, or diversification for risk management etc.
On the flip side, the messy operators like Oracle $Oracle(ORCL)$ simply cannot stick to their own lane (not that they were doing a good job). Mr. Sanders is a greedy black hole who wants to fatten himself, so he plunges fully into AI data centres build up, burning all the company's investors cash and goodwill. He insists on writing dividend cheques to pat himself (and everyone else) on the back, for a job poorly done. This garbage can fire would best be thrown to the side if you are not watching it tightly, lest you end up being caught with the bag, and get tossed into the burning cash pile too.
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