To The Moon

$IBM(IBM)$ 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

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

$IBM(IBM)$ 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

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.

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 -- 

Its dip , right time to buy

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