IBM Plunges 25%, Drags Software Stocks — Is a Style Rotation Underway?

IBM crashed 25.21% to $217 after Q2 revenue came in at approximately $17.2B, up just 1% and missing the ~$17.86B consensus, dragging Salesforce and peers lower. More telling: IBM noted late-June clients were shifting quarterly capex toward servers, storage, and memory to lock in capacity ahead of price hikes — explaining why hardware and semiconductors rallied while software sold off. Is this an isolated earnings miss, or the opening act of a software-to-hardware rotation?

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Adz5150

17:22

IBM’s 25% Collapse: A Broken AI Story…or the Start of a Major Market Rotation?

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’s 25% Collapse: A Broken AI Story…or the Start of a Major Market Rotation?

Acekang

13:23

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

L.Lim

02:02

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

Law82

07-16 11:00

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

koolgal

07-16 07:28

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

mushrooz

07-15 23:47

Yes those os are very good news to buy more

Lanceljx

07-15 22:16

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

Tiger_comments

07-15 17:10

IBM Plunges 25%: Is Corporate IT Spending Moving From Software to AI Hardware?

$IBM(IBM)$ 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 Plunges 25%: Is Corporate IT Spending Moving From Software to AI Hardware?

LanlanCC

07-15 16:49

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

LanlanCC

07-15 16:48

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.

Irimaana

07-15 12:19

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

奇毅

07-15 05:06

IMB$IQ 20270115 2.0 CALL$

mastersmit

07-15 01:03

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

Yogesh Srinivasan

07-15 00:03

Its dip , right time to buy

Mulltov

07-14 22:10

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

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Adjusted earnings of $2.93 per share also fell slightly short of forecasts. But the numbers alone do not fully explain such a violent sell-off. The greater concern was the message behind them. IBM said customers had prioritised spending on servers, storage and memory amid supply constraints and anticipated price increases. That redirected technology budgets away from some software and infrastructure purchases. Management also acknowledged execution failures. Several significant deals did not close as e","images":[{"img":"https://community-static.tradeup.com/news/697e38dbaf82df4119c2baced9a7e7b7","width":"1672","height":"941"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/586752044144016","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":586692858106536,"gmtCreate":1784265809431,"gmtModify":1784268831581,"author":{"id":"4242142792140922","authorId":"4242142792140922","name":"Acekang","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4242142792140922","authorIdStr":"4242142792140922"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/IBM\">$IBM(IBM)$&nbsp;</a> one of the shocking news ever","listText":"<a href=\"https://ttm.financial/S/IBM\">$IBM(IBM)$&nbsp;</a> one of the shocking news ever","text":"$IBM(IBM)$ one of the shocking news ever","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/586692858106536","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":586526050305352,"gmtCreate":1784224945185,"gmtModify":1784250803235,"author":{"id":"4099302906769020","authorId":"4099302906769020","name":"L.Lim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099302906769020","authorIdStr":"4099302906769020"},"themes":[],"title":"","htmlText":"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. 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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","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/586526050305352","isVote":1,"tweetType":1,"viewCount":305,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":586304449865064,"gmtCreate":1784170843618,"gmtModify":1784171442494,"author":{"id":"4210663373779192","authorId":"4210663373779192","name":"Law82","avatar":"https://community-static.tradeup.com/news/ba5e2b76eb2efde0b6c56a5ee36b6142","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4210663373779192","authorIdStr":"4210663373779192"},"themes":[],"title":"","htmlText":"Time to input Oracle before it become a bull.. do it before the observers..","listText":"Time to input Oracle before it become a bull.. do it before the observers..","text":"Time to input Oracle before it become a bull.. do it before the observers..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/586304449865064","isVote":1,"tweetType":1,"viewCount":53,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":586252392920112,"gmtCreate":1784158132962,"gmtModify":1784191378744,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3559581955535845","authorIdStr":"3559581955535845"},"themes":[],"title":"","htmlText":"Is IBM A Buy or A Bye? 🌟🌟🌟The market is reeling from a historic tech earthquake.&nbsp; On Tuesday&nbsp;<a href=\"https://ttm.financial/S/IBM\">$IBM(IBM)$&nbsp;</a><v-v data-views=\"0\"></v-v> saw an astonishing USD 67 billion in market vanish into thin air.&nbsp; Craters like this simply do not happen to bedrock tech giants.&nbsp; This single day 25.2% plunge was worse than IBM's crash on Black Monday in 1987.&nbsp; On Wednesday, IBM's selloff continues. The source of the carnage?&nbsp; An unusually candid concession from CEO Arvind Krishna.&nbsp; 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.&nbsp; The infrastructure division plummeted 7% and software grow","listText":"Is IBM A Buy or A Bye? 🌟🌟🌟The market is reeling from a historic tech earthquake.&nbsp; On Tuesday&nbsp;<a href=\"https://ttm.financial/S/IBM\">$IBM(IBM)$&nbsp;</a><v-v data-views=\"0\"></v-v> saw an astonishing USD 67 billion in market vanish into thin air.&nbsp; Craters like this simply do not happen to bedrock tech giants.&nbsp; This single day 25.2% plunge was worse than IBM's crash on Black Monday in 1987.&nbsp; On Wednesday, IBM's selloff continues. The source of the carnage?&nbsp; An unusually candid concession from CEO Arvind Krishna.&nbsp; 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.&nbsp; The infrastructure division plummeted 7% and software grow","text":"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","images":[{"img":"https://community-static.tradeup.com/news/6afa4827edc92eb02ecfd568c2ed70d1","width":"1080","height":"2400"},{"img":"https://community-static.tradeup.com/news/16a4cd78a9ba0f9fc9d8b9d77d3e22c9","width":"1080","height":"2400"},{"img":"https://community-static.tradeup.com/news/b1aa7340310fb0164e798d67f2928450","width":"1080","height":"2400"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":21,"commentSize":0,"repostSize":35,"link":"https://ttm.financial/post/586252392920112","isVote":1,"tweetType":1,"viewCount":568,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":586139009770368,"gmtCreate":1784130448930,"gmtModify":1784130451774,"author":{"id":"3567486746230153","authorId":"3567486746230153","name":"mushrooz","avatar":"https://static.tigerbbs.com/95f4a9f2e02b19f29bb01db10f302fe7","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567486746230153","authorIdStr":"3567486746230153"},"themes":[],"title":"","htmlText":"Yes those os are very good news to buy more","listText":"Yes those os are very good news to buy more","text":"Yes those os are very good news to buy more","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/586139009770368","isVote":1,"tweetType":1,"viewCount":110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":586116446757584,"gmtCreate":1784125012437,"gmtModify":1784191724505,"author":{"id":"4176423247955812","authorId":"4176423247955812","name":"Lanceljx","avatar":"https://community-static.tradeup.com/news/09909b81957df6057776741ed24e12fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4176423247955812","authorIdStr":"4176423247955812"},"themes":[],"title":"","htmlText":"&nbsp;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","listText":"&nbsp;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","text":"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","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":35,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/586116446757584","isVote":1,"tweetType":1,"viewCount":153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":586039077298208,"gmtCreate":1784106625968,"gmtModify":1784106735763,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3501196737273098","authorIdStr":"3501196737273098"},"themes":[],"title":"IBM Plunges 25%: Is Corporate IT Spending Moving From Software to AI Hardware?","htmlText":"<a target=\"_blank\" href=\"https://ttm.financial/S/IBM\">$IBM(IBM)$</a> 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 $3.02 consensus estimate. (Reuters) The headline numbers were disappointing, but the explanation was even more important. IBM CEO Arvind Krishna said that during the final weeks of June, corporate clients redirected part of their quarterly capital spending toward servers, storage and memory. Customers wante","listText":"<a target=\"_blank\" href=\"https://ttm.financial/S/IBM\">$IBM(IBM)$</a> 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 $3.02 consensus estimate. (Reuters) The headline numbers were disappointing, but the explanation was even more important. IBM CEO Arvind Krishna said that during the final weeks of June, corporate clients redirected part of their quarterly capital spending toward servers, storage and memory. Customers wante","text":"$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","images":[{"img":"https://community-static.tradeup.com/news/3279c13d245b4eae97f1d2a9aa5f952b"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":85,"commentSize":7,"repostSize":10,"link":"https://ttm.financial/post/586039077298208","isVote":1,"tweetType":1,"viewCount":14621,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":12,"crmLevelSwitch":0,"idStr":"3581734406950755","authorIdStr":"3581734406950755"},"content":"I think this is a temporary budget rotation rather than a permanent software bear market. Companies need GPUs, servers, networking, and memory before deploying AI at scale, so hardware is naturally getting priority. For now, I would lean toward C (Memory & Storage), especially Micron, SanDisk, Western Digital, and Seagate, as IBM highlighted strong demand for these areas. I don't believe software demand has disappeared. Once AI infrastructure is in place, companies will still need cybersecurity, workflow automation, and AI applications to generate returns. The software winners will be those that can show AI drives higher customer spending and stronger recurring revenue. I remain overweight AI infrastructure while monitoring earnings from ServiceNow, Salesforce, and Adobe. If they can prove AI is boosting revenue, I'd gradually rotate back into quality software names. I see this as a sequential AI cycle—hardware first, software next. @Tiger_comments @TigerStars @TigerClub","text":"I think this is a temporary budget rotation rather than a permanent software bear market. Companies need GPUs, servers, networking, and memory before deploying AI at scale, so hardware is naturally getting priority. For now, I would lean toward C (Memory & Storage), especially Micron, SanDisk, Western Digital, and Seagate, as IBM highlighted strong demand for these areas. I don't believe software demand has disappeared. Once AI infrastructure is in place, companies will still need cybersecurity, workflow automation, and AI applications to generate returns. The software winners will be those that can show AI drives higher customer spending and stronger recurring revenue. I remain overweight AI infrastructure while monitoring earnings from ServiceNow, Salesforce, and Adobe. If they can prove AI is boosting revenue, I'd gradually rotate back into quality software names. I see this as a sequential AI cycle—hardware first, software next. @Tiger_comments @TigerStars @TigerClub","html":"I think this is a temporary budget rotation rather than a permanent software bear market. Companies need GPUs, servers, networking, and memory before deploying AI at scale, so hardware is naturally getting priority. For now, I would lean toward C (Memory & Storage), especially Micron, SanDisk, Western Digital, and Seagate, as IBM highlighted strong demand for these areas. I don't believe software demand has disappeared. Once AI infrastructure is in place, companies will still need cybersecurity, workflow automation, and AI applications to generate returns. The software winners will be those that can show AI drives higher customer spending and stronger recurring revenue. I remain overweight AI infrastructure while monitoring earnings from ServiceNow, Salesforce, and Adobe. If they can prove AI is boosting revenue, I'd gradually rotate back into quality software names. I see this as a sequential AI cycle—hardware first, software next. @Tiger_comments @TigerStars @TigerClub"},{"author":{"id":"4132300740238052","authorId":"4132300740238052","name":"icycrystal","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"idStr":"4132300740238052","authorIdStr":"4132300740238052"},"content":"Option C (Memory and storage: MU / SNDK / WDC) is the single best option to choose for the current environment. Why Option C Wins Hands-Down Direct IBM Validation: IBM directly singled out corporate customers front-loading purchases for servers, storage, and memory ahead of imminent vendor price increases. The Supply-Constraint Imbalance: Unlike software, which has an infinite digital supply, hardware components like High-Bandwidth Memory (HBM) and enterprise flash storage face extreme physical production bottlenecks. Defensive Price Trajectory: Because data-center memory supply is highly tight, these component manufacturers retain massive pricing power, translating directly into near-term margin expansion for companies like Micron Technology.","text":"Option C (Memory and storage: MU / SNDK / WDC) is the single best option to choose for the current environment. Why Option C Wins Hands-Down Direct IBM Validation: IBM directly singled out corporate customers front-loading purchases for servers, storage, and memory ahead of imminent vendor price increases. The Supply-Constraint Imbalance: Unlike software, which has an infinite digital supply, hardware components like High-Bandwidth Memory (HBM) and enterprise flash storage face extreme physical production bottlenecks. Defensive Price Trajectory: Because data-center memory supply is highly tight, these component manufacturers retain massive pricing power, translating directly into near-term margin expansion for companies like Micron Technology.","html":"Option C (Memory and storage: MU / SNDK / WDC) is the single best option to choose for the current environment. Why Option C Wins Hands-Down Direct IBM Validation: IBM directly singled out corporate customers front-loading purchases for servers, storage, and memory ahead of imminent vendor price increases. The Supply-Constraint Imbalance: Unlike software, which has an infinite digital supply, hardware components like High-Bandwidth Memory (HBM) and enterprise flash storage face extreme physical production bottlenecks. Defensive Price Trajectory: Because data-center memory supply is highly tight, these component manufacturers retain massive pricing power, translating directly into near-term margin expansion for companies like Micron Technology."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":586035950764384,"gmtCreate":1784105368681,"gmtModify":1784105371572,"author":{"id":"4154324731220292","authorId":"4154324731220292","name":"LanlanCC","avatar":"https://community-static.tradeup.com/news/3948de6f163a5a6681afd7d84bcfbda1","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4154324731220292","authorIdStr":"4154324731220292"},"themes":[],"title":"","htmlText":"IBM's loss of a quarter of its market capitalization margin of safety, which is a potential opportunity for a very deep reverse investment.","listText":"IBM's loss of a quarter of its market capitalization margin of safety, which is a potential opportunity for a very deep reverse investment.","text":"IBM's loss of a quarter of its market capitalization margin of safety, which is a potential opportunity for a very deep reverse investment.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/586035950764384","isVote":1,"tweetType":1,"viewCount":440,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":586020329336872,"gmtCreate":1784105295788,"gmtModify":1784105298954,"author":{"id":"4154324731220292","authorId":"4154324731220292","name":"LanlanCC","avatar":"https://community-static.tradeup.com/news/3948de6f163a5a6681afd7d84bcfbda1","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4154324731220292","authorIdStr":"4154324731220292"},"themes":[],"title":"","htmlText":"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.","listText":"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.","text":"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.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/586020329336872","isVote":1,"tweetType":1,"viewCount":68,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":585969548755664,"gmtCreate":1784089148667,"gmtModify":1784093847900,"author":{"id":"4246724643022292","authorId":"4246724643022292","name":"Irimaana","avatar":"https://community-static.tradeup.com/news/b4eab32acf93b67d2639f3497a8472dc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4246724643022292","authorIdStr":"4246724643022292"},"themes":[],"title":"","htmlText":"Still don't know what to do but I'm touching everything 😭&nbsp;","listText":"Still don't know what to do but I'm touching everything 😭&nbsp;","text":"Still don't know what to do but I'm touching everything 😭","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/585969548755664","isVote":1,"tweetType":1,"viewCount":159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":585863146664712,"gmtCreate":1784063210155,"gmtModify":1784063212389,"author":{"id":"4100166235001880","authorId":"4100166235001880","name":"奇毅","avatar":"https://static.tigerbbs.com/e4c730a17e42c9365db4bf2e6122b979","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100166235001880","authorIdStr":"4100166235001880"},"themes":[],"title":"","htmlText":"IMB<a href=\"https://ttm.financial/OPT/IQ 20270115 2.0 CALL\">$IQ 20270115 2.0 CALL$ </a>&nbsp;","listText":"IMB<a href=\"https://ttm.financial/OPT/IQ 20270115 2.0 CALL\">$IQ 20270115 2.0 CALL$ </a>&nbsp;","text":"IMB$IQ 20270115 2.0 CALL$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/585863146664712","isVote":1,"tweetType":1,"viewCount":182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":585803609539688,"gmtCreate":1784048627946,"gmtModify":1784048630866,"author":{"id":"4102785387697370","authorId":"4102785387697370","name":"mastersmit","avatar":"https://static.tigerbbs.com/c10ba623933eff025c922b3a1994f1c1","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102785387697370","authorIdStr":"4102785387697370"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/SS?symbol=IBM&amp;secType=(null)\">$IBM$&nbsp;</a> everyone should pump in funds, there is no way IBM can lose its shine. It's a staple company --&nbsp;","listText":"<a href=\"https://ttm.financial/SS?symbol=IBM&amp;secType=(null)\">$IBM$&nbsp;</a> everyone should pump in funds, there is no way IBM can lose its shine. It's a staple company --&nbsp;","text":"$IBM$ everyone should pump in funds, there is no way IBM can lose its shine. It's a staple company --","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/585803609539688","isVote":1,"tweetType":1,"viewCount":245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":585789012673432,"gmtCreate":1784045001235,"gmtModify":1784045005149,"author":{"id":"4155927288367452","authorId":"4155927288367452","name":"Yogesh Srinivasan","avatar":"https://community-static.tradeup.com/news/e9f25ff26a5b2a5055fcc381d18f0887","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4155927288367452","authorIdStr":"4155927288367452"},"themes":[],"title":"","htmlText":"Its dip , right time to buy","listText":"Its dip , right time to buy","text":"Its dip , right time to buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/585789012673432","isVote":1,"tweetType":1,"viewCount":90,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":585835000672704,"gmtCreate":1784038243253,"gmtModify":1784038245517,"author":{"id":"4124482781537722","authorId":"4124482781537722","name":"Mulltov","avatar":"https://community-static.tradeup.com/news/967075c68aa593803c7de5d0b7ae5711","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4124482781537722","authorIdStr":"4124482781537722"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/PPHC\">$Public Policy Holding Co. (NASDAQ Uplisting)(PPHC)$</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/PPHC\">$Public Policy Holding Co. (NASDAQ Uplisting)(PPHC)$</a>&nbsp;","text":"$Public Policy Holding Co. (NASDAQ Uplisting)(PPHC)$","images":[{"img":"https://community-static.tradeup.com/news/966b1353af1dc433baa68fa5bdac37c3","width":"1170","height":"3135"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/585835000672704","isVote":1,"tweetType":1,"viewCount":216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"essenList":[{"id":586752044144016,"gmtCreate":1784280120470,"gmtModify":1784283707789,"author":{"id":"4235391666137582","authorId":"4235391666137582","name":"Adz5150","avatar":"https://community-static.tradeup.com/news/3cbbdde6fade4ab9d9c55ffe3926ea12","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4235391666137582","idStr":"4235391666137582"},"themes":[],"title":"IBM’s 25% Collapse: A Broken AI Story…or the Start of a Major Market Rotation?","htmlText":"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","listText":"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","text":"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 $2.93 per share also fell slightly short of forecasts. But the numbers alone do not fully explain such a violent sell-off. The greater concern was the message behind them. IBM said customers had prioritised spending on servers, storage and memory amid supply constraints and anticipated price increases. That redirected technology budgets away from some software and infrastructure purchases. Management also acknowledged execution failures. Several significant deals did not close as e","images":[{"img":"https://community-static.tradeup.com/news/697e38dbaf82df4119c2baced9a7e7b7","width":"1672","height":"941"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/586752044144016","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":586692858106536,"gmtCreate":1784265809431,"gmtModify":1784268831581,"author":{"id":"4242142792140922","authorId":"4242142792140922","name":"Acekang","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4242142792140922","idStr":"4242142792140922"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/IBM\">$IBM(IBM)$&nbsp;</a> one of the shocking news ever","listText":"<a href=\"https://ttm.financial/S/IBM\">$IBM(IBM)$&nbsp;</a> one of the shocking news ever","text":"$IBM(IBM)$ one of the shocking news ever","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/586692858106536","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":586526050305352,"gmtCreate":1784224945185,"gmtModify":1784250803235,"author":{"id":"4099302906769020","authorId":"4099302906769020","name":"L.Lim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099302906769020","idStr":"4099302906769020"},"themes":[],"title":"","htmlText":"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&nbsp;<a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$&nbsp;</a> simply cann","listText":"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&nbsp;<a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$&nbsp;</a> simply cann","text":"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","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/586526050305352","isVote":1,"tweetType":1,"viewCount":305,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":586252392920112,"gmtCreate":1784158132962,"gmtModify":1784191378744,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3559581955535845","idStr":"3559581955535845"},"themes":[],"title":"","htmlText":"Is IBM A Buy or A Bye? 🌟🌟🌟The market is reeling from a historic tech earthquake.&nbsp; On Tuesday&nbsp;<a href=\"https://ttm.financial/S/IBM\">$IBM(IBM)$&nbsp;</a><v-v data-views=\"0\"></v-v> saw an astonishing USD 67 billion in market vanish into thin air.&nbsp; Craters like this simply do not happen to bedrock tech giants.&nbsp; This single day 25.2% plunge was worse than IBM's crash on Black Monday in 1987.&nbsp; On Wednesday, IBM's selloff continues. The source of the carnage?&nbsp; An unusually candid concession from CEO Arvind Krishna.&nbsp; 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.&nbsp; The infrastructure division plummeted 7% and software grow","listText":"Is IBM A Buy or A Bye? 🌟🌟🌟The market is reeling from a historic tech earthquake.&nbsp; On Tuesday&nbsp;<a href=\"https://ttm.financial/S/IBM\">$IBM(IBM)$&nbsp;</a><v-v data-views=\"0\"></v-v> saw an astonishing USD 67 billion in market vanish into thin air.&nbsp; Craters like this simply do not happen to bedrock tech giants.&nbsp; This single day 25.2% plunge was worse than IBM's crash on Black Monday in 1987.&nbsp; On Wednesday, IBM's selloff continues. The source of the carnage?&nbsp; An unusually candid concession from CEO Arvind Krishna.&nbsp; 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.&nbsp; The infrastructure division plummeted 7% and software grow","text":"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","images":[{"img":"https://community-static.tradeup.com/news/6afa4827edc92eb02ecfd568c2ed70d1","width":"1080","height":"2400"},{"img":"https://community-static.tradeup.com/news/16a4cd78a9ba0f9fc9d8b9d77d3e22c9","width":"1080","height":"2400"},{"img":"https://community-static.tradeup.com/news/b1aa7340310fb0164e798d67f2928450","width":"1080","height":"2400"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":21,"commentSize":0,"repostSize":35,"link":"https://ttm.financial/post/586252392920112","isVote":1,"tweetType":1,"viewCount":568,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":586039077298208,"gmtCreate":1784106625968,"gmtModify":1784106735763,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3501196737273098","idStr":"3501196737273098"},"themes":[],"title":"IBM Plunges 25%: Is Corporate IT Spending Moving From Software to AI Hardware?","htmlText":"<a target=\"_blank\" href=\"https://ttm.financial/S/IBM\">$IBM(IBM)$</a> 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 $3.02 consensus estimate. (Reuters) The headline numbers were disappointing, but the explanation was even more important. IBM CEO Arvind Krishna said that during the final weeks of June, corporate clients redirected part of their quarterly capital spending toward servers, storage and memory. Customers wante","listText":"<a target=\"_blank\" href=\"https://ttm.financial/S/IBM\">$IBM(IBM)$</a> 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 $3.02 consensus estimate. (Reuters) The headline numbers were disappointing, but the explanation was even more important. IBM CEO Arvind Krishna said that during the final weeks of June, corporate clients redirected part of their quarterly capital spending toward servers, storage and memory. Customers wante","text":"$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","images":[{"img":"https://community-static.tradeup.com/news/3279c13d245b4eae97f1d2a9aa5f952b"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":85,"commentSize":7,"repostSize":10,"link":"https://ttm.financial/post/586039077298208","isVote":1,"tweetType":1,"viewCount":14621,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3581734406950755","idStr":"3581734406950755"},"content":"I think this is a temporary budget rotation rather than a permanent software bear market. Companies need GPUs, servers, networking, and memory before deploying AI at scale, so hardware is naturally getting priority. For now, I would lean toward C (Memory & Storage), especially Micron, SanDisk, Western Digital, and Seagate, as IBM highlighted strong demand for these areas. I don't believe software demand has disappeared. Once AI infrastructure is in place, companies will still need cybersecurity, workflow automation, and AI applications to generate returns. The software winners will be those that can show AI drives higher customer spending and stronger recurring revenue. I remain overweight AI infrastructure while monitoring earnings from ServiceNow, Salesforce, and Adobe. If they can prove AI is boosting revenue, I'd gradually rotate back into quality software names. I see this as a sequential AI cycle—hardware first, software next. @Tiger_comments @TigerStars @TigerClub","text":"I think this is a temporary budget rotation rather than a permanent software bear market. Companies need GPUs, servers, networking, and memory before deploying AI at scale, so hardware is naturally getting priority. For now, I would lean toward C (Memory & Storage), especially Micron, SanDisk, Western Digital, and Seagate, as IBM highlighted strong demand for these areas. I don't believe software demand has disappeared. Once AI infrastructure is in place, companies will still need cybersecurity, workflow automation, and AI applications to generate returns. The software winners will be those that can show AI drives higher customer spending and stronger recurring revenue. I remain overweight AI infrastructure while monitoring earnings from ServiceNow, Salesforce, and Adobe. If they can prove AI is boosting revenue, I'd gradually rotate back into quality software names. I see this as a sequential AI cycle—hardware first, software next. @Tiger_comments @TigerStars @TigerClub","html":"I think this is a temporary budget rotation rather than a permanent software bear market. Companies need GPUs, servers, networking, and memory before deploying AI at scale, so hardware is naturally getting priority. For now, I would lean toward C (Memory & Storage), especially Micron, SanDisk, Western Digital, and Seagate, as IBM highlighted strong demand for these areas. I don't believe software demand has disappeared. Once AI infrastructure is in place, companies will still need cybersecurity, workflow automation, and AI applications to generate returns. The software winners will be those that can show AI drives higher customer spending and stronger recurring revenue. I remain overweight AI infrastructure while monitoring earnings from ServiceNow, Salesforce, and Adobe. If they can prove AI is boosting revenue, I'd gradually rotate back into quality software names. I see this as a sequential AI cycle—hardware first, software next. @Tiger_comments @TigerStars @TigerClub"},{"author":{"id":"4132300740238052","authorId":"4132300740238052","name":"icycrystal","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4132300740238052","idStr":"4132300740238052"},"content":"Option C (Memory and storage: MU / SNDK / WDC) is the single best option to choose for the current environment. Why Option C Wins Hands-Down Direct IBM Validation: IBM directly singled out corporate customers front-loading purchases for servers, storage, and memory ahead of imminent vendor price increases. The Supply-Constraint Imbalance: Unlike software, which has an infinite digital supply, hardware components like High-Bandwidth Memory (HBM) and enterprise flash storage face extreme physical production bottlenecks. Defensive Price Trajectory: Because data-center memory supply is highly tight, these component manufacturers retain massive pricing power, translating directly into near-term margin expansion for companies like Micron Technology.","text":"Option C (Memory and storage: MU / SNDK / WDC) is the single best option to choose for the current environment. Why Option C Wins Hands-Down Direct IBM Validation: IBM directly singled out corporate customers front-loading purchases for servers, storage, and memory ahead of imminent vendor price increases. The Supply-Constraint Imbalance: Unlike software, which has an infinite digital supply, hardware components like High-Bandwidth Memory (HBM) and enterprise flash storage face extreme physical production bottlenecks. Defensive Price Trajectory: Because data-center memory supply is highly tight, these component manufacturers retain massive pricing power, translating directly into near-term margin expansion for companies like Micron Technology.","html":"Option C (Memory and storage: MU / SNDK / WDC) is the single best option to choose for the current environment. Why Option C Wins Hands-Down Direct IBM Validation: IBM directly singled out corporate customers front-loading purchases for servers, storage, and memory ahead of imminent vendor price increases. The Supply-Constraint Imbalance: Unlike software, which has an infinite digital supply, hardware components like High-Bandwidth Memory (HBM) and enterprise flash storage face extreme physical production bottlenecks. Defensive Price Trajectory: Because data-center memory supply is highly tight, these component manufacturers retain massive pricing power, translating directly into near-term margin expansion for companies like Micron Technology."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":586116446757584,"gmtCreate":1784125012437,"gmtModify":1784191724505,"author":{"id":"4176423247955812","authorId":"4176423247955812","name":"Lanceljx","avatar":"https://community-static.tradeup.com/news/09909b81957df6057776741ed24e12fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4176423247955812","idStr":"4176423247955812"},"themes":[],"title":"","htmlText":"&nbsp;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","listText":"&nbsp;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","text":"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","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":35,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/586116446757584","isVote":1,"tweetType":1,"viewCount":153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":586304449865064,"gmtCreate":1784170843618,"gmtModify":1784171442494,"author":{"id":"4210663373779192","authorId":"4210663373779192","name":"Law82","avatar":"https://community-static.tradeup.com/news/ba5e2b76eb2efde0b6c56a5ee36b6142","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4210663373779192","idStr":"4210663373779192"},"themes":[],"title":"","htmlText":"Time to input Oracle before it become a bull.. do it before the observers..","listText":"Time to input Oracle before it become a bull.. do it before the observers..","text":"Time to input Oracle before it become a bull.. do it before the observers..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/586304449865064","isVote":1,"tweetType":1,"viewCount":53,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":586020329336872,"gmtCreate":1784105295788,"gmtModify":1784105298954,"author":{"id":"4154324731220292","authorId":"4154324731220292","name":"LanlanCC","avatar":"https://community-static.tradeup.com/news/3948de6f163a5a6681afd7d84bcfbda1","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4154324731220292","idStr":"4154324731220292"},"themes":[],"title":"","htmlText":"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.","listText":"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.","text":"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.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/586020329336872","isVote":1,"tweetType":1,"viewCount":68,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":586139009770368,"gmtCreate":1784130448930,"gmtModify":1784130451774,"author":{"id":"3567486746230153","authorId":"3567486746230153","name":"mushrooz","avatar":"https://static.tigerbbs.com/95f4a9f2e02b19f29bb01db10f302fe7","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3567486746230153","idStr":"3567486746230153"},"themes":[],"title":"","htmlText":"Yes those os are very good news to buy more","listText":"Yes those os are very good news to buy more","text":"Yes those os are very good news to buy more","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/586139009770368","isVote":1,"tweetType":1,"viewCount":110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":586035950764384,"gmtCreate":1784105368681,"gmtModify":1784105371572,"author":{"id":"4154324731220292","authorId":"4154324731220292","name":"LanlanCC","avatar":"https://community-static.tradeup.com/news/3948de6f163a5a6681afd7d84bcfbda1","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4154324731220292","idStr":"4154324731220292"},"themes":[],"title":"","htmlText":"IBM's loss of a quarter of its market capitalization margin of safety, which is a potential opportunity for a very deep reverse investment.","listText":"IBM's loss of a quarter of its market capitalization margin of safety, which is a potential opportunity for a very deep reverse investment.","text":"IBM's loss of a quarter of its market capitalization margin of safety, which is a potential opportunity for a very deep reverse investment.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/586035950764384","isVote":1,"tweetType":1,"viewCount":440,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":585969548755664,"gmtCreate":1784089148667,"gmtModify":1784093847900,"author":{"id":"4246724643022292","authorId":"4246724643022292","name":"Irimaana","avatar":"https://community-static.tradeup.com/news/b4eab32acf93b67d2639f3497a8472dc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4246724643022292","idStr":"4246724643022292"},"themes":[],"title":"","htmlText":"Still don't know what to do but I'm touching everything 😭&nbsp;","listText":"Still don't know what to do but I'm touching everything 😭&nbsp;","text":"Still don't know what to do but I'm touching everything 😭","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/585969548755664","isVote":1,"tweetType":1,"viewCount":159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":585863146664712,"gmtCreate":1784063210155,"gmtModify":1784063212389,"author":{"id":"4100166235001880","authorId":"4100166235001880","name":"奇毅","avatar":"https://static.tigerbbs.com/e4c730a17e42c9365db4bf2e6122b979","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4100166235001880","idStr":"4100166235001880"},"themes":[],"title":"","htmlText":"IMB<a href=\"https://ttm.financial/OPT/IQ 20270115 2.0 CALL\">$IQ 20270115 2.0 CALL$ </a>&nbsp;","listText":"IMB<a href=\"https://ttm.financial/OPT/IQ 20270115 2.0 CALL\">$IQ 20270115 2.0 CALL$ </a>&nbsp;","text":"IMB$IQ 20270115 2.0 CALL$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/585863146664712","isVote":1,"tweetType":1,"viewCount":182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":585803609539688,"gmtCreate":1784048627946,"gmtModify":1784048630866,"author":{"id":"4102785387697370","authorId":"4102785387697370","name":"mastersmit","avatar":"https://static.tigerbbs.com/c10ba623933eff025c922b3a1994f1c1","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102785387697370","idStr":"4102785387697370"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/SS?symbol=IBM&amp;secType=(null)\">$IBM$&nbsp;</a> everyone should pump in funds, there is no way IBM can lose its shine. It's a staple company --&nbsp;","listText":"<a href=\"https://ttm.financial/SS?symbol=IBM&amp;secType=(null)\">$IBM$&nbsp;</a> everyone should pump in funds, there is no way IBM can lose its shine. It's a staple company --&nbsp;","text":"$IBM$ everyone should pump in funds, there is no way IBM can lose its shine. It's a staple company --","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/585803609539688","isVote":1,"tweetType":1,"viewCount":245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":585835000672704,"gmtCreate":1784038243253,"gmtModify":1784038245517,"author":{"id":"4124482781537722","authorId":"4124482781537722","name":"Mulltov","avatar":"https://community-static.tradeup.com/news/967075c68aa593803c7de5d0b7ae5711","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4124482781537722","idStr":"4124482781537722"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/PPHC\">$Public Policy Holding Co. (NASDAQ Uplisting)(PPHC)$</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/PPHC\">$Public Policy Holding Co. (NASDAQ Uplisting)(PPHC)$</a>&nbsp;","text":"$Public Policy Holding Co. (NASDAQ Uplisting)(PPHC)$","images":[{"img":"https://community-static.tradeup.com/news/966b1353af1dc433baa68fa5bdac37c3","width":"1170","height":"3135"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/585835000672704","isVote":1,"tweetType":1,"viewCount":216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":585789012673432,"gmtCreate":1784045001235,"gmtModify":1784045005149,"author":{"id":"4155927288367452","authorId":"4155927288367452","name":"Yogesh Srinivasan","avatar":"https://community-static.tradeup.com/news/e9f25ff26a5b2a5055fcc381d18f0887","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4155927288367452","idStr":"4155927288367452"},"themes":[],"title":"","htmlText":"Its dip , right time to buy","listText":"Its dip , right time to buy","text":"Its dip , right time to buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/585789012673432","isVote":1,"tweetType":1,"viewCount":90,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}]}