Jul. 14 at 7:45 PM
Important Notice
AI bubble concerns are rising.
$IBM CEO’s letter today raised major questions.
These 8 companies could face a 25%-70% downside risk.
$ACN -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.
$CRM -Salesforce already dropped 6% the moment
$IBM letter hit, and that wasn't random.
$CTSH -Pure IT services, which means pure exposure to the thing that just burned
$IBM.
$WDAY -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.
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