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“But that fierce psychosis has been put to bed. And because of that, it will hurt big blue because IBM has long profited from the sheer headache of old technology.”

“For example, IBM's stock fell 12% in just one day, and it's because Anthropic said that its cloud code tool could be used to modernize legacy systems that run cobalt.”

“So, in the dividend portfolio, I bought over $20,000 of IBM today.”