IBM/short
IBM's Q2 miss is proof the AI enterprise ROI gap is real — legacy IT that can't show returns gets repriced hard
I think you're starting to see a little bit of the wheels come off
Peak+1.2%
Chamath Palihapitiya on CNBC Squawk Box declared AI enterprise spending "wheels are coming off" — IBM's same-day Q2 miss (-7% infra revenue, stock -20-24%) is the live proof. One short routed on IBM perp via Hyperliquid.
originalI think you're starting to see a little bit of the wheels come off