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The creator discusses IBM's recent significant stock price drop, attributing it to a shift in corporate spe...
Jul 15, 2026
The creator discusses IBM's recent significant stock price drop, attributing it to a shift in corporate spending priorities toward hardware and cybersecurity at the expense of software. He uses this as a signal for upcoming earnings, suggesting that companies heavily invested in cybersecurity and hardware may outperform, while those reliant on software budgets may face headwinds.
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Microsoft is mentioned as a company hiking prices due to memory chip supply constraints.
Apple is mentioned as a company hiking prices due to memory chip supply constraints.
Crowdstrike is highlighted as a beneficiary of the shift in corporate spending toward cybersecurity.
The creator questions the severity of IBM's 25% drop, suggesting the business's underlying value hasn't changed that drastically.
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