IT
Gartner, Inc. Common Stock - Recent news and sentiment analysis
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IT NEVER LEFT
WOW MSFT UP????? HOW LONG UNTIL IT TURNS RED? FUCK YOU!
WOW MSFT UP????? HOW LONG UNTIL IT TURNS RED? FUCK YOU!
DUMP IT
# AND THERE IT IS # BOTTOM IS IN # CALLS WITH CONFIDENCE
# AND THERE IT IS # BOTTOM IS IN # CALLS WITH CONFIDENCE
Honey, I lost the house. But babe, the market was green today. I DONT WANT TO TALK ABOUT IT! PACK ...
Honey, I lost the house. But babe, the market was green today. I DONT WANT TO TALK ABOUT IT! PACK OUR THINGS!
THE KOREANS ARE INSIDE THE WIRE. I'M NOT GOING TO MAKE IT. DROP EVERYTHING YOU GOT LEFT DIRECTLY ON ...
THE KOREANS ARE INSIDE THE WIRE. I'M NOT GOING TO MAKE IT. DROP EVERYTHING YOU GOT LEFT DIRECTLY ON MY $MU POSITION.
ENOUGH WITH THIS BULLSHIT WEEKS LONG BLEED OUT. JUST DUMP AND GET IT OVER WITH JFC
ENOUGH WITH THIS BULLSHIT WEEKS LONG BLEED OUT. JUST DUMP AND GET IT OVER WITH JFC
# YOU DONT SHORT INDICES WHEN MAG 7 ARE ALL RAMPING INTO EARNINGS ON "WHAT IF IT BEATS" HOPIUM
# YOU DONT SHORT INDICES WHEN MAG 7 ARE ALL RAMPING INTO EARNINGS ON "WHAT IF IT BEATS" HOPIUM
PAMP IT
F IT CUT THE RATES ON THE 29TH INFLATION FOR A MILLION YEARS
F IT CUT THE RATES ON THE 29TH INFLATION FOR A MILLION YEARS
He sold? MERGE IT!
**UMP IT!**
MMs turn the fcking printer on and PUMP IT
MMs turn the fcking printer on and PUMP IT
STOP IT we need btc bers
STOP IT we need btc bers
WHY IS IT GOING DOWN
thanks to capitalism stuff got crazy cheap. YOU WANT TO MAKE IT MORE EXPENSIVE, you can. You can mak...
thanks to capitalism stuff got crazy cheap. YOU WANT TO MAKE IT MORE EXPENSIVE, you can. You can make flying, eating meat and so on more and more expensive to SLOW DOWN demand, resulting in for example less co2 emissions per person. why wouldn't you do it? BECAUSE THE same TYPES would get mad saying EVIL CAPITALIST ELITES WANT TO MAKE MORE MONEY, WORKING CLASS GETS SUPRESSED and so on. let it be cheap, resulting in you, the normie, consoooooming again and the SAME TYPES claim THE EVIL CAPITALIST ARE THE REASON WHY WE POLLUTE THE EARTH. you can't make this up. want to end ai bubble? stop using it, its that simple but DEMAND is increasing thats the issue here but i guess it's easier to blame it all on some individuals, i hate populists so much man
I fucking hate my life dude. I buy TSM at 420, I hold as it goes up to 425ish during the day, then ...
I fucking hate my life dude. I buy TSM at 420, I hold as it goes up to 425ish during the day, then it fucking crashes back down. I'm down like 500 bucks at close. It climbs a bit after hours, but not much. I hold more. It goes up a bit more, I sell at right about break even. THEN IT FUCKING GOES UP TO FUCKING 430. WHAT THE FUCK. I got fucking jipped out of fucking 2500 fucking dollars. FUCK YOU TSM YOU FUCKS.
SKHYmen up bigly in Korea but SKHY down -3% Overnight hours MAKE IT MAKE SENSE
SKHYmen up bigly in Korea but SKHY down -3% Overnight hours MAKE IT MAKE SENSE
(Tokyo Keizai) I’m now convinced that the “global AI and semiconductor bubble has begun to burst.”
Translated from Japanese: By Seki Obata, Professor of Keio University Business School **The collapse of the IT bubble and the AI bubble will follow the same pattern** The bursting of the bubble does not mean that every company will go bankrupt. One of the core AI companies—Anthropic or OpenAI—will certainly disappear (and it’s highly likely that both will, with a new third-party rival emerging, just as Anthropic rose to prominence), and SpaceX (SPCX) will likely be reduced to space dust, but the shrewd companies providing AI services will likely survive. Palantir Technologies may simply see its stock price plummet, but the business itself may survive. So-called SaaS companies have also seen their stock prices crash temporarily, but as ordinary businesses, many will likely settle into stable price levels and continue to operate. However, the revenue models of AI companies—in their purest form—are extremely weak. I wouldn’t go so far as to call SpaceX a scam, but it’s little more than a pipe dream and therefore out of the question; similarly, OpenAI and Anthropic—whose combined market capitalization is projected to reach 300 trillion yen—have absolutely no prospect of establishing a revenue model commensurate with that valuation. Palantir Technologies, a player on the periphery, is making money shrewdly, but its long-term sustainability is questionable; moreover, if its stock price were to reflect its actual earnings, it would have to be a fraction—perhaps one-tenth—of its current level. Therefore, even if a business model exists, a price correction is inevitable. **Semiconductors will also disappear amid a scramble for them, prices will plummet, and stock prices will crash.** Certainly, the demand from surrounding semiconductor companies is driven by actual needs, and they are generating real revenue; in fact, profits have increased more than tenfold amid the scramble for semiconductors. However, once the AI companies have sorted out the winners and losers, only one or two will remain, and demand from other competing firms will plummet. Furthermore, even for the surviving companies, investment levels will decline because they had been overinvesting to overwhelm their rivals. Once that happens, the semiconductor market will no longer be a scramble, and prices will plummet. Consequently, semiconductor companies’ profits will plummet. Stock prices will crash accordingly. Furthermore, the massive tech companies—the hyperscalers—that support AI firms, such as those providing data center infrastructure, will drastically cut their investments. This will cause a sharp decline in both demand and prices for suppliers of semiconductors, semiconductor components, and data center equipment; however, the hyperscalers’ own financial foundations are rock-solid, and their risk of bankruptcy is virtually nonexistent. However, massive investments—such as the data centers they’ve built—will become a complete waste, leading to large-scale write-downs and a significant drop in stock prices. There will also be excess power supply, and related companies will face similar fates. In short, the current revenue models are completely out of line with stock prices in the medium to long term. While all of these companies are reputable and massive, their stock prices will either crash or fall sharply, and some of those that overinvested for the sake of current profits will likely go bankrupt. **What Are the “Many Similarities” to the Tech Bubble Burst?** The trigger for the decline was nothing more than a trivial news item. No one remembers the news from March 10, 2000, and it’s likely that no one will remember the news from June 23, 2026—the current “leading candidate”—a few months from now either. The event cited as the trigger is the “Korea Shock.” One report mentioned that the semiconductor company SK Hynix was delaying the shift of its production lines from general-purpose memory to semiconductors used in AI data centers. This reportedly raised questions about the profitability of AI semiconductors—and AI itself—triggering the market crash. Another factor was a report that a South Korean official made remarks expressing regret over having approved the listing of what are known as single-stock ETFs (exchange-traded funds). In other words, while SK Hynix and Samsung Electronics account for more than 50% of the KOSPI (Korea Composite Stock Price Index), individual leveraged ETFs tracking these two companies were used by retail investors for speculative trading. The volatility of these stocks rose sharply after the ETFs were approved, which in turn led to a significant increase in the volatility of the KOSPI itself. These patterns are always the same. Factors that were fueling the bubble are suddenly reinterpreted as negative news, as if the market had done a complete about-face, and even trivial news is blown out of proportion. This indicates that investor sentiment has become extremely nervous—a classic sign of a bubble collapse. Although the market’s nervous volatility is likely to continue into July, it is clear that it's the "beginning of the end.”
#DO NOT REDEEM IT KOREANS DOOOOO NOT REDEEM IT
#DO NOT REDEEM IT KOREANS DOOOOO NOT REDEEM IT
KOREANS ARE PUSHING IT TROUGH! CAN WE DO THE SAME TOMORROW, DO NOT PAPER HAND WE ARE GOING TO VALHA...
KOREANS ARE PUSHING IT TROUGH! CAN WE DO THE SAME TOMORROW, DO NOT PAPER HAND WE ARE GOING TO VALHALLA
Markets don't care about 🥭 or the strait #AS IT SHOULD BE
Markets don't care about 🥭 or the strait #AS IT SHOULD BE
POMP IT 📈🐂🌚🚀
IBM's 25% one-day crash: the mechanism (customers front-running memory prices out of a fixed IT budget) matters more than the headline miss)
IBM had its worst single-day drop ever on Tuesday — down \~25.2%, from $290.23 to $217.07. A bigger one-day percentage loss than Black Monday 1987. About $69B of market cap gone in a session (WSJ). What's unusual is why, and I think the mechanism is more interesting to argue about than the number. What they actually did. IBM pushed out preliminary Q2 numbers \~8 days early, with a CEO letter filed as an 8-K. Preliminary revenue $17.2B vs \~$17.86B expected; non-GAAP EPS $2.93 vs $3.01. Companies don't usually pre-announce a miss unless they'd rather control the narrative now than let it drop cold on the print date. The mechanism , and I'll flag up front this is substantially IBM's own framing. In late June, memory/server prices were about to jump, so IBM's enterprise customers , big companies with roughly fixed IT budgets , rushed to buy that hardware first to lock in supply. Because the budget is fixed, that money came out of the "optional" half... which is exactly what IBM sells: z17 mainframe refreshes and the high-margin Transaction Processing software on top. Big, deferrable purchases. So the story is IBM didn't lose to a competitor; it got crowded out of its own customers' budgets by a different line item. The segment split is consistent with that (though it doesn't prove causation, some of the -7% could be competitive/secular): \- Infrastructure -7% (the mainframe/TPS hit) \- Software +5%, Consulting \~flat, Red Hat +11% sequential \- IBM's own distributed server/storage line +37% — it caught a sliver of the very wave that drowned its mainframe \- Total sales still grew \~1% The CEO didn't spin it. Krishna, verbatim in the 8-K: "this quarter we faltered. We did not adapt and move quickly enough, and numerous large deals failed to close on the timelines we expected." He also said IBM "did not anticipate the magnitude of the capex reprioritization." It wasn't just IBM: MSFT \~-3%, CRM \~-4%, IGV -2% on the same read-through. Cybersecurity went the other way (PANW rallied) — Krishna flagged cyber pulling client attention/spend. Honest valuation. The easy number is misleading. Trailing GAAP EPS \~$11.31 looks like \~19x at $217, but it's flattered by a one-time \~$1.4B tax benefit in Q4'25, so I wouldn't anchor on that P/E. Cleaner lens is cash: \~$11.6B annual FCF, so at $217 you pay roughly $18 per $1 of annual free cash flow. Balance sheet is fine (Altman Z \~3.0, \~3% dividend). And the \~$315 sell-side targets floating around all predate the crash — stale, not "implied upside." The tape, though, is broken: death cross, \~21% below the 200-day, near the 52-week low, RSI \~33. The fork. Full Q2 lands July 22, 8 days out, and it reduces to one binary: were those large deals delayed or dead? Delayed = timing air pocket, fixed budgets normalize, deferred deals close in H2, and -25% on a \~4% revenue miss is an overreaction. Dead = enterprise budgets structurally bending toward AI hardware and away from mainframe cycles, in which case the multiple should compress and this is the first leg down. The 8-K wording leans "delayed" — but that's what you'd say either way. So, genuinely asking: do you read the June front-running as a one-quarter timing air pocket that reverses once budgets reset — making July 22 a buyable catalyst — or as the first crack in enterprises permanently reprioritizing away from mainframes, which means you wait past the 22nd before touching it? (No position — this is on my watchlist, not a recommendation.)
I think any IT company that focuses on enterprise customers are ripe for disrupting. They become big...
I think any IT company that focuses on enterprise customers are ripe for disrupting. They become big, bloated and lethargic
MANGO CANCELLED THE 20% AND NOTICE HOW ITS ABOUT *INVESTMENT*. WILLING TO BET HE'S LEVERED BALLS T...
MANGO CANCELLED THE 20% AND NOTICE HOW ITS ABOUT *INVESTMENT*. WILLING TO BET HE'S LEVERED BALLS TO THE WALL AND DOESN'T KNOW HOW TO CLOSE IT.
Holy fuck $IBM - SEND IT TO 0
BERS CANNOT HAVE A NUCLEAR WEAPON ☢️ IT CAN’T BE ALLOWED TO HAPPEN.
BERS CANNOT HAVE A NUCLEAR WEAPON ☢️ IT CAN’T BE ALLOWED TO HAPPEN.
FAKE CPI, THE SMARTASS KNOW IT ALL
FAKE CPI, THE SMARTASS KNOW IT ALL
WE DID IT! ANYTHING IS POSSIBLEEEE!
WE DID IT! ANYTHING IS POSSIBLEEEE!
BULLS: CPI DROPPED BECAUSE OIL IS DOWN FUCKIN SEND IT BUY BUY BUY REEEEEEEEEEEE BEARS: NOOOOO OIL I...
BULLS: CPI DROPPED BECAUSE OIL IS DOWN FUCKIN SEND IT BUY BUY BUY REEEEEEEEEEEE BEARS: NOOOOO OIL IS GOING BACK UP THE MARKET IS SUPPOSED TO BE FORWARD LOOKING AND RATIONAL REEEEEEEEEEEEEE
HOORAY FOR NUMBER MANIPULATION! WE DID IT!!
HOORAY FOR NUMBER MANIPULATION! WE DID IT!!
so sweat shop SWE / IT work? isnt AI gonna murder that!>!
so sweat shop SWE / IT work? isnt AI gonna murder that!>!
IBM saved Semi stocks!!! Pamp IT!!!!
IBM saved Semi stocks!!! Pamp IT!!!!
GREEN TODAY I’M FEELING IT
GREEN TODAY I’M FEELING IT
ANOTHER OIL SHOCK FOR THE FED TO "SEE THROUGH" - WORTHLESS ENTITY JUST ABOLISH IT
ANOTHER OIL SHOCK FOR THE FED TO "SEE THROUGH" - WORTHLESS ENTITY JUST ABOLISH IT
IT WAS ALL A DRAM!
PAMP IT
PUMP IT KOSPI
CALLED IT
Dude what in the actual fuck. SNDK drops 10%, I buy in, average cost of 1711. Then IT SHITS THE FU...
Dude what in the actual fuck. SNDK drops 10%, I buy in, average cost of 1711. Then IT SHITS THE FUCKING BED. I'm down 6% on this stupid ass bullshit what the fuck. How in the fuck. I swear, SNDK didn't even drop this much when the google papers came out about how to be more efficient with memory. What in the actual fucking fuck.
#CAN I SEE IT??
Not for long. Their software has always been trash. They locked in a bunch of contractors to push th...
Not for long. Their software has always been trash. They locked in a bunch of contractors to push their shit but that generation of IT is dying off faster than the boomers. Now they’re just back to copying the rest of the industry innovation and they are terrible at it. Have you used outlook lately?
I’d use that Time Machine to go back and smack my younger self for deciding to work in IT
I’d use that Time Machine to go back and smack my younger self for deciding to work in IT
Regards gonna full port into Oracle now like they did with Microsoft on thesis "IT SHOULD GO UP NOW"...
Regards gonna full port into Oracle now like they did with Microsoft on thesis "IT SHOULD GO UP NOW", and then cry about it here all the time
\*TRUMP NOTIFIES CONGRESS OF NEW WAR AGAINST IRAN: POLITICO \*TRUMP SAYS US WILL HIT IRAN 'HARD' T...
\*TRUMP NOTIFIES CONGRESS OF NEW WAR AGAINST IRAN: POLITICO \*TRUMP SAYS US WILL HIT IRAN 'HARD' TONIGHT AND TOMORROW \*TRUMP: IRAN MOU WAS A TEST AND IRAN FAILED TO HONOR IT
IT DO GO DOWN
MSFT GENERATIONAL SELLING OPPORTUNITY. SELL NOW BEFORE IT TURNS RED. FOMO SELLING
MSFT GENERATIONAL SELLING OPPORTUNITY. SELL NOW BEFORE IT TURNS RED. FOMO SELLING
# AND THERE IT IS # CONGRATUILATIONS TO ALL DIP BUYERS # ONCE AGAIN!!!!!!!!!!
# AND THERE IT IS # CONGRATUILATIONS TO ALL DIP BUYERS # ONCE AGAIN!!!!!!!!!!
# SPY ISN'T GOING DOWN # GET OVER IT
# SPY ISN'T GOING DOWN # GET OVER IT