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brady ford

T3 · host / generalist

Covers enterprise software and earnings; previewed IBM and ServiceNow quarterly reports focusing on AI monetization.

2 calls·2 names·0% bull·last heard 20 days ago·Bloomberg Tech
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
1stlow conviction
$NOWServiceNow

ServiceNow AI monetization must prove additive not cannibalistic

Application layer companies face pressure to show AI growth is incremental to traditional business, not replacing it; Microsoft has monetized directly but others unproven.

Bloomberg Tech2026-07→
2ndlow conviction
$IBMInternational Business Machines

IBM mainframe funding shift to AI hardware questioned pre-earnings

Key question is whether mainframe budget is being redirected to AI hardware or if software sales are suffering as clients prioritize memory chips over IBM products.

Bloomberg Tech2026-07→

most discussed · click a bar to filter

2 total
$NOW
···
ServiceNow
LOWbrady ford·Bloomberg Tech·20 days ago
ServiceNow AI monetization must prove additive not cannibalistic
Application layer companies face pressure to show AI growth is incremental to traditional business, not replacing it; Microsoft has monetized directly but others unproven.
"THE SAME AS A LOT OF APPLICATION COMPANIES WHICH IS, IS THE A.I. MONETIZE MONETIZATION STORY REAL. ARE THE GROWTH RATES GOING TO HOLD UP? IS THE A.I. GROWTH COMING AT THE EXPENSE…"
39:40
$IBM
···
International Business Machines
LOWbrady ford·Bloomberg Tech·20 days ago
IBM mainframe funding shift to AI hardware questioned pre-earnings
Key question is whether mainframe budget is being redirected to AI hardware or if software sales are suffering as clients prioritize memory chips over IBM products.
"THE BIG QUESTION FOR I.B.M. IS WHETHER THE FUNDING WENT FROM MAIN FRAMES TO OTHER KINDS OF A.I. HARDWARE OR WHETHER THIS IS REALLY SPREAD MORE WITHIN -- EXACTLY. IS THERE SOFTWARE…"
39:00