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arvind krishna

T2 · manager / operator

Arvind Krishna has spent 35+ years at IBM, becoming CEO in 2020. He orchestrated the company's pivot to hybrid cloud and AI, including the $34B Red Hat acquisition and spin-off of Kyndryl. He holds a PhD and 15 patents.

3 calls·2 names·100% bull·last heard 19 days ago·Bloomberg Tech+1
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$IBMIBMposition

IBM CEO says mainframe weakness is temporary repricing, quantum to be $1T market by 2030s

Mainframe demand repricing is a capex reprioritization, not structural decline—Z-17 at 130% capacity growth, 85% of buyers increasing capacity, and mainframe 5-15x cheaper per unit for resilience workloads. Quantum computing is now in engineering realm: 100M computations by 2029, $1T total market by 2030s, accelerated by HRL acquisition.

Bloomberg Tech2026-07→
2ndmedium conviction
$CFLTConfluentposition

Krishna explains Confluent acquisition for real-time data streaming to fuel AI

Confluent's Kafka backbone is the best infrastructure for moving and exposing real-time data to AI systems, solving the critical challenge of making data available for AI workloads across enterprises.

In Good Company with Nicolai Tangen2026-05→

most discussed · click a bar to filter

recurring themes

3 total
$IBM
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IBM
HIGHarvind krishna·Bloomberg Tech·19 days ago· position
IBM CEO says mainframe weakness is temporary repricing, quantum to be $1T market by 2030s
Mainframe demand repricing is a capex reprioritization, not structural decline—Z-17 at 130% capacity growth, 85% of buyers increasing capacity, and mainframe 5-15x cheaper per unit for resilience workloads. Quantum computing is now in engineering realm: 100M computations by 2029, $1T total market by 2030s, accelerated by HRL acquisition.
"THE BIG DIFFERENCE FROM THE EARLY 1990'S UNTIL TODAY IS THE COST ISSUE. ... RIGHT NOW, WE CAN SHOW THE CLIENT THAT IS 5-15 TIMES CHEAPER TO KEEP IT ON THE MAINFRAME. ... BY THE EN…"
23:40
$IBM
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International Business Machines
HIGHarvind krishna·In Good Company with Nicolai Tangen·3 months ago· position
Krishna details IBM's transformation to hybrid cloud and AI software company
IBM has successfully pivoted to hybrid cloud and AI software (nearly half of revenue), spun off declining managed infrastructure services, acquired Red Hat and Confluent to strengthen portfolio, and is integrating AI into mainframes and building enterprise-focused AI solutions.
"IBM is largely a hybrid cloud and AI software company. We've made the transition to that's almost half our total revenue. We have another third that is in consulting and we try to…"
0:46
$CFLT
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Confluent
MEDarvind krishna·In Good Company with Nicolai Tangen·3 months ago· position
Krishna explains Confluent acquisition for real-time data streaming to fuel AI
Confluent's Kafka backbone is the best infrastructure for moving and exposing real-time data to AI systems, solving the critical challenge of making data available for AI workloads across enterprises.
"Confluent is the best infrastructure for beginning to move data and for exposing data for everything else. Also, there are so many companies that struggle with having real-time da…"
5:55