Kailash Concepts – Analyst | CryptoQuant

Kailash Concepts

@KailashConcepts on X

In-house Research · Kailash Concepts Research

Behavioral #Finance, Portfolio Strategy & #Quantamental Tool Kits KCR What’s In Your Portfolio?TM Disclaimer: https://t.co/uKOhDw5bR0

—Not scored on IBM yet

Details

Methodology →

Cite asCryptoQuant has tracked the directional calls on IBM by @KailashConcepts on X since Jul 2026: not yet scored on IBM (as of Nov 11, 2026).

Other assets covered (4)

SPCX · last call 2026-11-03
HAL · last call 2026-10-21
SPY · last call 2026-11-10
XLE · last call 2026-09-20

Drag to zoom or pick a range

From

Bullish

Neutral

Bearish

1 IBM call on record, a thin history.

Relative view by default: fewer than 30 IBM calls or days on record.

Current BiasNeutral47% Bullish

Accurate InNot scored on IBM

Total Calls46

Cited— No press citations in the last 12 months

Total Bull/Bear1333

Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @KailashConcepts to submit corrections.

Recent Thesis

Hover the chart to read the thesis of that period · click a day to pin it

Recent Calls

IBMNeutral

9/9/2026 on

This chart is featured in our piece "Borrowed Demand — Anything for AI, Part II" https://t.co/5p2z7PjibN It shows IBM's revenue growth by segment collapsing between Q1 & Q2 2026: Infrastructure went from growing 15% to shrinking 7%, Software growth declined from 11% to 5%, and Consulting was flat. What was the cause? According to IBM's CEO Arvind Krishna, clients shifted spending to servers, storage and memory ahead of announced price increases. That money came out of software renewals and mainframe deals already budgeted. That is borrowed demand: the AI hardware boom funded out of the rest of Tech's revenue line, not out of new investment.

View original →

Top International Business Machines Analysts

Top International Business Machines Analysts

Kailash Concepts

Recent Thesis

Recent Calls

Covers