Episode Details

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Warm-Up
- CTP for SpaceX  - Price almost hit $135 yesterday
- Earnings season 0 here we go!
- Inflation - choppy
- War back on! Straits Open? Or?
New Diet? CYCLOSPORIASIS

Markets
- Inflation - Some Relief
- IBM's Pre-Annnouncment - What does this say?
- Bank earnings and an earnings cheat sheet
- Some interesting chart data

Health Update: Meniscus Repair next Thursday....

Today IBM stood for 'I Be Melting' as Big Blue turned into Big Blew Up...
IBM: It's Been Murdered
IBM: I Bought Misery
IBM: Investment Board Malfunction
Big Blue looked more like Deep Red today
The only cloud around IBM today was hanging over the stock chart
IBM investors got a free software update: Version 2.0 of disappointment.

IBM'S AI FACE-PLANT
- IBM shares plunged as much as 25%, putting the stock on pace for its worst session on record.
- Preliminary revenue was $17.2 billion versus expectations near $17.9 billion.
- Adjusted earnings were projected at $2.93 per share versus roughly $3.01 expected.
- Management said customers redirected spending toward AI servers, memory and hardware while delaying software purchases.
- The drop removed roughly 375 points from the price-weighted DJIA.
- JCD and AH were both right and wrong for the weekly stock picks