@AntonioMyers 17 hours ago
Thinking about the IBM update
Thinking about the IBM update
it's honestly a bit surprising to see IBM hit a rough patch after such a steady run lately. I am curious if you think is still a solid enterprise play or if this warning signals deeper issues with their execution. what are your thoughts on holding mature tech names right now?
@TallDrive706 2 hours ago
One disappointing update doesn't necessarily change the long-term story, but execution and future guidance will be key for investor confidence.
