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POST
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SOLANA VIBES 10-16 JULY 2026
SOLANA VIBES 10-16 JULY 2026 more vibes [https://x.com/solana\_digest/status/2077811846782820783](https://x.com/solana_digest/status/2077811846782820783)
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One week, one story, three companies, IBM loses the budgets, ASML builds the capacity, TSMC prints the record quarter
Three companies just told the exact same story from three different seats. IBM fell by 25% saying its customers are diverting budgets to AI infrastructure mid-quarter. ASML raised forecast and committed to expanding capacity 30% because of what's flowing in. …
BUY
Bernstein’s mid-year CIO survey (Cloud spending to rise, no expectation AI to replace enterprise software)
If you're a Microsoft, Amazon or Alphabet stock investor there's some very encouraging results from Bernstein’s mid-year CIO survey, before the latest quarter results reporting in the next few weeks from these companies. \* strong IT budget growth in 2026, …
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10k to drop
[deleted]
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TARG
McKesson is up Nearly 10% Since I First Wrote About the Company on June 23rd While the S&P 500 is up Only 2.5% and the Nasdaq 100 has Fallen 1.25%. Read Why I think McKesson's Selloff Was Overdone and why the Business Has a Fantastic MOAT
**I wrote the following less than a month ago, and since then McKesson has powered on and is up almost 10%.** I thought it would be good to revisit it. I wanted to share a quick fundamental thesis on McKesson …
Target$1,275.00
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