To The Moon

A 25% fall in a company like IBM is not an ordinary earnings reaction. It is the market suddenly questioning an entire investment story. IBM’s preliminary second-quarter revenue came in at approximately $17.2 billion, up only 1% year over year and below expectations of around $17.86 billion. Adjusted earnings of $2.93 per share also fell slightly short of forecasts. But the numbers alone do not fully explain such a violent sell-off. The greater concern was the message behind them. IBM said customers had prioritised spending on servers, storage and memory amid supply constraints and anticipated price increases. That redirected technology budgets away from some software and infrastructure purchases. Management also acknowledged execution failures. Several significant deals did not close as e

$IBM(IBM)$  one of the shocking news ever

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 cann

Time to input Oracle before it become a bull.. do it before the observers..

Is IBM A Buy or A Bye? 🌟🌟🌟The market is reeling from a historic tech earthquake.  On Tuesday $IBM(IBM)$  saw an astonishing USD 67 billion in market vanish into thin air.  Craters like this simply do not happen to bedrock tech giants.  This single day 25.2% plunge was worse than IBM's crash on Black Monday in 1987.  On Wednesday, IBM's selloff continues. The source of the carnage?  An unusually candid concession from CEO Arvind Krishna.  In a preliminary Q2 warning, Krishna admitted the firm faltered, missing revenue expectations by only achieving a measly 1% growth of USD 17.2 billion vs the USD 17.85 billion expected.  The infrastructure division plummeted 7% and software grow

Yes those os are very good news to buy more

 IBM's miss looks company-specific, but management's commentary is more interesting than the headline. If customers are genuinely pulling forward spending on servers, storage and memory ahead of expected price increases, that suggests AI infrastructure demand remains robust rather than weakening. I wouldn't call this a full software-to-hardware rotation yet. Enterprise IT budgets are finite, so near-term spending can temporarily favour infrastructure before shifting back to software once capacity is deployed. Companies with slower AI monetisation may also face greater scrutiny. My view: this is a tactical rotation, not a structural one. AI hardware, especially memory and networking, could continue to outperform in the coming quarters if supply stays tight. Longer term, however, hardwa

$IBM(IBM)$ IBM delivered one of the clearest signals yet that the AI boom is reshaping corporate technology budgets. The company’s shares plunged about 25% after it released preliminary second-quarter results below Wall Street expectations. IBM expects quarterly revenue of roughly $17.2 billion, up only 1% year over year and below the $17.86 billion analysts expected. Adjusted earnings are projected at $2.93 per share, versus the $3.02 consensus estimate. (Reuters) The headline numbers were disappointing, but the explanation was even more important. IBM CEO Arvind Krishna said that during the final weeks of June, corporate clients redirected part of their quarterly capital spending toward servers, storage and memory. Customers wante

IBM's loss of a quarter of its market capitalization margin of safety, which is a potential opportunity for a very deep reverse investment.

Starbucks announced that it would use AI-developed internal software to replace IBM's device maintenance management system, cutting its technical budget by about $30 million annually. Although Starbucks tried to build its own AI software, it recently was forced to cancel the project and resume manual inventory due to inaccurate inventory tracking system. This fully proves that non-tech companies have very little fault tolerance for trying to "full self-developed AI replacement", and that the enterprise-level services of traditional IT giants are not as fragile as the market expects.

Still don't know what to do but I'm touching everything 😭 

IMB$IQ 20270115 2.0 CALL$  

$IBM$  everyone should pump in funds, there is no way IBM can lose its shine. It's a staple company -- 

Its dip , right time to buy

$Public Policy Holding Co. (NASDAQ Uplisting)(PPHC)$ 

A 25% fall in a company like IBM is not an ordinary earnings reaction. It is the market suddenly questioning an entire investment story. IBM’s preliminary second-quarter revenue came in at approximately $17.2 billion, up only 1% year over year and below expectations of around $17.86 billion. Adjusted earnings of $2.93 per share also fell slightly short of forecasts. But the numbers alone do not fully explain such a violent sell-off. The greater concern was the message behind them. IBM said customers had prioritised spending on servers, storage and memory amid supply constraints and anticipated price increases. That redirected technology budgets away from some software and infrastructure purchases. Management also acknowledged execution failures. Several significant deals did not close as e

Is IBM A Buy or A Bye? 🌟🌟🌟The market is reeling from a historic tech earthquake.  On Tuesday $IBM(IBM)$  saw an astonishing USD 67 billion in market vanish into thin air.  Craters like this simply do not happen to bedrock tech giants.  This single day 25.2% plunge was worse than IBM's crash on Black Monday in 1987.  On Wednesday, IBM's selloff continues. The source of the carnage?  An unusually candid concession from CEO Arvind Krishna.  In a preliminary Q2 warning, Krishna admitted the firm faltered, missing revenue expectations by only achieving a measly 1% growth of USD 17.2 billion vs the USD 17.85 billion expected.  The infrastructure division plummeted 7% and software grow

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 cann

$IBM(IBM)$  one of the shocking news ever

$IBM(IBM)$ IBM delivered one of the clearest signals yet that the AI boom is reshaping corporate technology budgets. The company’s shares plunged about 25% after it released preliminary second-quarter results below Wall Street expectations. IBM expects quarterly revenue of roughly $17.2 billion, up only 1% year over year and below the $17.86 billion analysts expected. Adjusted earnings are projected at $2.93 per share, versus the $3.02 consensus estimate. (Reuters) The headline numbers were disappointing, but the explanation was even more important. IBM CEO Arvind Krishna said that during the final weeks of June, corporate clients redirected part of their quarterly capital spending toward servers, storage and memory. Customers wante

 IBM's miss looks company-specific, but management's commentary is more interesting than the headline. If customers are genuinely pulling forward spending on servers, storage and memory ahead of expected price increases, that suggests AI infrastructure demand remains robust rather than weakening. I wouldn't call this a full software-to-hardware rotation yet. Enterprise IT budgets are finite, so near-term spending can temporarily favour infrastructure before shifting back to software once capacity is deployed. Companies with slower AI monetisation may also face greater scrutiny. My view: this is a tactical rotation, not a structural one. AI hardware, especially memory and networking, could continue to outperform in the coming quarters if supply stays tight. Longer term, however, hardwa

Time to input Oracle before it become a bull.. do it before the observers..

Starbucks announced that it would use AI-developed internal software to replace IBM's device maintenance management system, cutting its technical budget by about $30 million annually. Although Starbucks tried to build its own AI software, it recently was forced to cancel the project and resume manual inventory due to inaccurate inventory tracking system. This fully proves that non-tech companies have very little fault tolerance for trying to "full self-developed AI replacement", and that the enterprise-level services of traditional IT giants are not as fragile as the market expects.

Yes those os are very good news to buy more

IBM's loss of a quarter of its market capitalization margin of safety, which is a potential opportunity for a very deep reverse investment.

Still don't know what to do but I'm touching everything 😭 

IMB$IQ 20270115 2.0 CALL$  

$IBM$  everyone should pump in funds, there is no way IBM can lose its shine. It's a staple company -- 

$Public Policy Holding Co. (NASDAQ Uplisting)(PPHC)$ 

Its dip , right time to buy