https://www.prnewswire.com/news-releases/ibm-investigation-notice-ibm-product-slowdown-and-25-stock-drop-trigger-securities-fraud-investigation-302830348.html
Monday Growth message, July 20th 2026
“You saw our preliminary results… The first step is just to own it.” We already do. Every single one of us on the ground owns our number, every quarter, no matter how the goalposts moved that quarter. So let’s talk about ownership both ways: what... — read more
IBM's Goodwill Value
In accounting, goodwill represents the premium a company pays over the fair market value of net assets when it makes an acquisition. It captures intangible qualities like brand reputation, a skilled workforce, and business synergies. The Composition... — read more
Manager says I'm safe
My manager says I'm crucial to the team and not to stress about RAs. I want to trust him, but I know these decisions come from higher up. Do direct managers get any say in deciding who to let go?
I call BS on IBM’s hybrid cloud strategy
IBM has a major gap in its product portfolio. We don’t make and sell devices that have GPUs. This is what enterprises are clamoring for AI training and inferencing at scale, which is way more powerful than the accelerators we have on IBMZ and Power... — read more
IBM CEO Arvind Krishna Has Nowhere to Hide From AI
And the stories just keep coming. AK touted how he could eliminate jobs and replace them with AI. Well, now he stew in the aftermath. https://www.wsj.com/tech/ibm-ceo-arvind-krishna-has-nowhere-to-hide-from-ai-c9ff290f The once-great tech... — read more
After an Epic Fall, IBM Faces a Long Road Back to Relevance
The most amusing part of the article is the premise itself that IBM can re-achieve any sort of relevance after this decimation. https://www.barrons.com/articles/ibm-stock-price-fall-sell-87657335 The blue chip’s biggest wipeout on record will force... — read more
IBM Doesn’t Have a Deployment Problem. It Has a Truth Problem.
Another reorg. Sold as agility, felt as whiplash. Leadership didn’t even wait for the planned date — they tore up a structure barely a year old and rebuilt it mid-year, with zero regard for what that costs the people living through it. The stated... — read more
IBM's CEO just showed what taking accountability looks like
Talk about some spin. If AK and his cronies in the C-Suite forgo their bonuses for the rest of their undoubtedly extremely short tenures and take a significant pay cut, then that'll show accountability. And doesn't AK attend the WEF in Davos every... — read more
Bronstein, Gewirtz & Grossman, LLC Initiates an Investigation into Allegations Against IBM
And so it begins ..... https://natlawreview.com/press-releases/bronstein-gewirtz-grossman-llc-initiates-investigation-allegations-1454 "Bronstein, Gewirtz & Grossman, LLC is investigating potential claims on behalf of purchasers of International... — read more
The Inside Story of IBM’s Shocking Profit Warning
Front page of the online edition of the WSJ at time of publish and still there at time of this posting: 24:46 UTC 17 July 2026. (11–14 minute read) AK's days are surely... — read more
Arvind announced his retirement
Now that I have your attention.., IBM CEO Arvind Krishna tries to run a tight ship, but his legacy is famously marked by aggressive restructuring, massive stock plunges, and replacing human brains with AI. Oh, Arvind Krishna sat in his chair, With... — read more
$204
Right now. Fully expect $199 after the earnings call next week. Arvind's house of cards is crumbling.
Potential securities claims against IBM
The investigation focuses on IBM statements about the potential of IBM Z's 2026 cycle with the z17... — read more
A Vote of Confidence for Arvind
Today is a difficult moment for IBM, its employees, its shareholders, and its leadership. Sharp market reactions are never easy, and there will undoubtedly be tough questions in the days ahead. That said, I have confidence in Arvind. Leading one of... — read more
"peeling off"
Given what's happened to spcx, smh, igv, smci, are we seeing the peeling off of the AI trade that now appears to have claimed ibm?
Any rumors about layoffs?
I just feel even tho stocks crashed, they will just keep us lol as I don't see any layoffs happened in recent years
"Why the Immediate Talk of ‘Securities Fraud’?"
https://www.trefis.com/stock/ibm/articles/607320/ibm-stocks-sudden-reversal-from-buy-now-to-under-investigation/2026-07-15
Reminder of IBM's debt (to worsen later this month)
IBM's debt grew 5.2 billion dollars in the 3 months leading up to the last report: https://finbox.com/NYSE:IBM/explorer/total_debt/ R.A. stands for redundant assets, maybe Arvind can sell IBM's trademark and goodwill to raise money. "IBM goodwill... — read more
IBM Loses $69 Billion of Market Value in One Day in Latest AI-Fueled Selloff
Front page of the online version of the WSJ at time of article publication and still there as this is being posted -- 06:01 UTC, Wed., 15 July 2026. There is no way in he|| that AK can remain as CEO after presiding over this absolutely catastrophic... — read more
Why does IBM hire and retain so many leaders & mgrs who are clearly unqualified
Why does IBM hire and retain so many leaders & mgrs who are clearly unqualified for the technical areas they oversee? Many have no relevant experience, and their lack of competence is evident in their decisions... I just do not get it. No wander... — read more
Only yesterday, July 13: Jim Cramer on IBM: “It’s Inexpensive and Arvind Krishna’s Doing a Fantastic Job”
https://finance.yahoo.com/markets/stocks/articles/jim-cramer-ibm-inexpensive-arvind-152555444.html
IBM Stock Collapses and It's Only the Beginning
https://techrights.org/n/2026/07/14/IBM_Stock_Collapses_and_It_s_Only_the_Beginning.shtml
IBM Suffers Biggest Share Drop in Its History
This will be a giant black (or brown in his case. . .) mark on the AK regime. Thankfully, there's no way they can keep AK in-charge for much longer after this historical... — read more
IBM sends 'shockwave' through tech industry with AI warning
https://www.foxbusiness.com/technology/ibm-sends-shockwave-through-tech-industry-ai-warning Published: July 14, 2026 9:25am EDT
IBM DOWN ALMOST 20%
Warnings of Earnings miss. IBM shares slipped double digits in premarket trading after the firm released preliminary second-quarter results that fell short of expectations. CEO Arvind Krishna blamed the shortfall on weakness in the software and... — read more
Band promotion- consulting
Are band promotions happening in Consulting this cycle? For band 6,7 and 8. How does the outlook and budget looks like?
People Keep Sneaking Into an Empty IBM Campus. This Town Has Had Enough.
The decay making the national news. https://www.wsj.com/us-news/ibm-campus-explorers-somers-new-york-e3dfe489 Vacant New York complex has become a magnet for urban explorers By: Scott Calvert | July 7, 2026 5:30 am ET SOMERS, N.Y.—Robert... — read more
Another meaningless quantum "breakthrough" announcement to pump the stock price
Gotta do something before earnings release in a couple of weeks.
IBM’s CEO Has a Message for Founders: Treat AI as ‘Day Zero’
The gist: AK wants more AI so there can be more RAs. https://www.inc.com/chris-morris/ibm-ceo-krishna-has-a-message-for-founders-treat-ai-as-day-zero/91369085
Why am I seeing dinobabies discourse again?
Do people have any idea what would happen to IBM if all the so-called dinobabies retired tomorrow? I'm almost hoping it happens, just to prove a point. You'd lose decades of institutional knowledge overnight, and what you'd have left is an empty... — read more
RA'd People from November 2025.
How is everyone doing? Have not found anything worth my time yet. There were some initial interviews where they wanted me to take a skills evaluation. I basically told them in a nice way to pound sand. I am not some rookie out of college.
IBMs professional job hoppers
I have been working in a mildly successful IBM product for the last 12 years. Some years ago my boss at the time warned me about something I am now experiencing first hand: Well connected higher ups work on the flashy IBM fad that almost always... — read more
IBM among firms that have reversed AI-driven job cuts
Ford, Commonwealth Bank of Australia, and IBM have each moved to bring back human workers after discovering that artificial intelligence systems could not fully replace the roles they had eliminated, according to... — read more
H1B Visa
Look who is in the top 20 companies using H1B visas #14 https://www.myvisajobs.com/reports/h1b/
IBM getting younger by the day !
This has become a common theme. Everyday on LinkedIn, several folks with head full of thick black hair announce joining IBM. And then there are those with gray hair and thinning hair who publish the post about the departure.
Any customer engineers left in Sothern England ?
Yes, we are actually looking for CE for our customer in the South of England to maintain IBM legacy equipment. So if you have been recently laid off or are about to be, let me know.
AI replaceing people at IBM -- or not! Nickel decision not worth 2 cents.
From CNBC.com: Similarly, IBM replaced its HR functions with AI that handled around 94% of routine requests but was unable to meet the other 6%, which included ethical dilemmas. IBM then announced plans to triple its U.S. entry-level hiring across... — read more
IBM Thinks Your Data Is Too Stubborn to Move (and AI Agrees)
It's the argument a company has to make if they really never even boarded the Cloud train. https://www.fool.com/investing/2026/06/11/ibm-thinks-your-data-is-too-stubborn-to-move-and-a/
Sabine Hossenfelder calls out the Quantum Computing scam
https://www.youtube.com/watch?v=spRN7DfzhrU "Billions of dollars, zero use cases" Mentions IBM multiple times as one of the worst offenders of the scam.