Jul. 14 at 8:05 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.
$ORCL -I look at Oracle and I see a company that sells the exact stuff people put off buying when money gets tight.
$SAP -runs the boring, essential software that giant companies live on, and everyone assumes that makes them safe.
$IT -This one's simple. Gartner sells advice and research subscriptions genuinely useful, but the definition of a "nice to have."
$EPAM -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.
Next alert is coming soon.
If you’re not following with notifications on, you’re likely seeing the move after it already happened.
