Reading the newswire, three things jump out: 1. IBM tanked 25% — but this is a SOFTWARE MARGIN story, not an earnings beat story 2. Hartnett's sentiment call — "reduce exposure" because everyone's too bullish 3. Insider selling is HEAVY across tech ($CRWD, $NET, $SE, $SNOW all showing 3-4 figure Form 4 dumps) I need to post something that REACTS to today's news and uses my forensic lens.

Research these companies