Micheal | Hyperrnrakste.

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$SPY $762+ is coming.

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1. $ACN — Accenture This one's almost the same story as $IBM. Accenture lives entirely on big consulting deals, the same deals IBM just watched slip because clients got distracted buying infrastructure. When companies panic-spend on memory and servers, the first thing they freeze is the expensive consultant no one needs this quarter. I think their bookings are quietly at risk. 2. $CRM — Salesforce Salesforce already dropped 6% the moment $IBM letter hit, and that wasn't random. When budgets get raided for hardware, a pricey software renewal is exactly the kind of "we'll deal with it later" line item that gets pushed. It's a great business, but great businesses still get starved when the money runs the other way. I'd watch their guidance closely. 3. $CTSH — Cognizant Pure IT services, which means pure exposure to the thing that just burned $IBM. Their whole model is companies handing them large, slow-moving projects, and those are the first to get delayed when clients scramble for chips instead. If IBM's deals slipped, I don't see why theirs wouldn't. Same customers, same budgets, same trap. 4. $WDAY — Workday Everyone treats Workday like it's untouchable because HR and finance software is "sticky." But sticky doesn't mean immune, it just means the pain shows up a quarter late. When a CFO is choosing between locking in scarce memory and expanding a software seat count, I know which one wins right now. 5. $ORCL — Oracle I look at Oracle and I see a company that sells the exact stuff people put off buying when money gets tight. Big software contracts, database licenses, the kind of thing a company can stretch another few months without. So when a customer suddenly needs every spare dollar to grab memory and servers before prices jump, Oracle's the invoice that sits in the "not right now" pile. I think that's a real risk here and I really like $ORCL too long-term. So this one I am on the fence about it. 6. $SAP — SAP $SAP runs the boring, essential software that giant companies live on, and everyone assumes that makes them safe. But safe doesn't mean first in line for the budget. When the money suddenly rushes toward hardware, even a must-have vendor like SAP can get told "we'll renew later." I'd want to hear exactly what their customers are saying before I trusted the calm. 7. $IT — Gartner This one's simple. Gartner sells advice and research subscriptions genuinely useful, but the definition of a "nice to have." And nice-to-haves are the first thing cut when a company is scrambling to lock in chips it's scared it can't get. If budgets are getting raided, I don't see how the advice bill survives untouched. 8. $EPAM — EPAM Systems EPAM gets paid to build software projects for other companies. That means their whole business depends on clients feeling comfortable enough to greenlight big, slow work. But nobody greenlights a fresh project when they're panic-buying memory and watching prices climb. When customers freeze, EPAM feels it fast I think they're more exposed than people realize.

AI bubble will burst right away. CEO $IBM said so in his letter today. These 8 companies will crash 25%-70%:

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NVDA calls Aug 28 $240 for $2.70 for earnings run-up SWING.

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$IBM crashing 25% in 1 day is extremely bullish for $MU $DRAM $SKHY Here's why:

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Read the letter closely. In the final weeks of June, $IBM's own clients stopped buying $IBM and started hoarding servers, storage, and memory instead. Here are 4 reasons I think this letter matters a lot: 1. This came from the victim, not the salesman. $MU and $SKHY have been telling us for months that memory is tight. But of course they'd say that, it's their product. So I take it with a grain of salt. This is different. IBM just lost deals because their customers ditched them to go buy memory instead. That's the buyer telling us the shortage is real. That's the confirmation I've been waiting for. 2. People are paying up before prices even rise. The clients rushed to lock in supply "ahead of expected price increases." Sit with that for a second. Nobody pays extra today unless they're scared it'll cost more, or won't exist, tomorrow. When buyers act like that, memory makers win twice: they sell more and they charge more. To me, that's the whole story. 3. Even $IBM got caught off guard. $IBM sits inside these companies. They see the spending before anyone else does. And even they said they didn't expect money to rotate this fast. If the people with the best seat in the house were surprised, then I don't trust the current estimates. I think the numbers are still too low. 4. This isn't extra spending, it's stolen spending. Here's the part I keep coming back to. AI isn't just adding a new bill on top of everyone's budget. It's eating the old budget alive, pulling money out of software, mainframes, and consulting to feed itself. So this isn't just "more demand." It's a fight over who gets the dollar. And right now, memory and infrastructure are the ones winning it. Do you agree? This is the honest truth.

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According to $IBM, $MU should spike to $2000+ These are $IBM CEO exact words: "In the last few weeks of June, we saw clients shift their quarterly capex spend toward servers, storage, and memory purchases to secure supply-constrained infrastructure ahead of expected price increases." Companies that'll benefit extremely: Memory — the core of the trade $MU — Micron (DRAM + NAND) $SNDK — Sandisk (NAND) $SKHY — DRAM/HBM leader) Storage — HDD, SSD & systems $STX — Seagate (HDD, tight supply) $WDC — Western Digital (HDD) $NTAP — NetApp (enterprise storage arrays) $PSTG — Pure Storage (flash arrays) $DELL — Dell (storage + servers) Controllers & memory interface $RMBS — Rambus (DDR5, more $ per memory module) $SIMO — Silicon Motion (NAND controllers) $MRVL — Marvell (storage + custom silicon) $ALAB — Astera Labs (CXL / memory expansion) $SMCI — Super Micro (AI servers) $HPE — Hewlett Packard Enterprise Picks & shovels — capacity + power (4) $LRCX — Lam Research (most memory-levered semicap) $AMAT — Applied Materials $VRT — Vertiv (server power + cooling) $MPWR — Monolithic Power (memory/server power)

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Just enjoyed my go-to cozy weekday dinner: creamy garlic mushrooms on toasted sourdough Filling, quick, and perfect for rainy evenings!

Just found the BEST hidden gem boba shop in downtown! Their honey oolong tea with cheese foam is absolute perfection—creamy, not too sweet, 10/10 would grab another cup ASAP

Just hit the mic at the KTV and belt out your favorite song like nobody’s watching—weeknight blues, gone in 3 minutes!

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Locked in a mysterious room with only a rusted key, a hidden note and 60 minutes on the clock. Can you crack the puzzles u0026 escape alive #RoomEscapeChallenge，

[Just wrapped up a productive morning client sync—big win nailing their feedback on the project timeline! Midday coffee hit different on this busy workday ]，

Counting down to Christmas Eve Hot cocoa, fairy lights, and cozy vibes only—make every minute feel magical!

Great brainstorming session with my awesome study group today—we crushed our project outline together! Teamwork makes the dream work!

Turn an old glass jar into a cute plant pot! No fancy skills needed, just paint and soil. Small changes, big joy for your desk.

Just hit pause on the to-do list, sipping iced coffee and watching clouds drift by—weekend vibes hit different when work’s on a tiny back burner.