I was shook… |
That's what the kids today call it when you're shocked to your core. |
This couldn't be happening. But I was witnessing it. The wholesale destruction of one of the most impenetrable moats in corporate America. |
There are some things in life you never question. |
Coca-Cola will always have billions of consumer fans. McDonald's will always have a massive market hungry for Big Macs. And IBM will always have a roster of old-world legacy tech clients desperate for its mainframe services. |
That last one might catch you by surprise. After all, mainframe technology is ancient. Pioneered in the 1950s and commercialized in the 1960s through the 1980s, mainframe computers are the backbone of EVERYTHING that matters. |
Every bank transaction, ATM withdrawal, credit card swipe, travel reservation system, even military early defense warning systems… These are all built on mainframes. And those mainframes use an almost lost archaic programming language called COBOL. |
No one has learned about COBOL in a classroom since the early 1990s. Those who did have either died, retired, or are near retirement. IBM has a monopoly on the survivors. |
Why do clients still use mainframes? They have no choice. |
The code these mainframes run on is millions of lines long. You can't rip out and replace an air traffic control system… bank accounting software… or an international credit card network. And that's what you need to do if you want to upgrade them. |
The clients themselves have no idea how the code works or how to rewrite it, patch it, or replace it. They are truly captured by decisions that were made before they were born. |
IBM was often the company that installed those systems 50 years ago. |
It has been milking that 50-year moat for tens of billions in profits. This moat is responsible for as much as 42% of revenue… But more importantly, it accounts for as much as 60% of IBM's profit. |
Just as Coke and Big Mac are immovable fixtures of American life… So is mainframe maintenance. That's why it's unthinkable that clients would ever stop paying IBM for its services. |
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| | | | Inside the $4.3M Pelosi Playbook: Big T Reveals the Secret | | Forget everything you think you know about profiting in today's AI market. While retail investors are told to "buy and hold" through the chaos, the ultra-wealthy are playing a different game entirely. | Nancy Pelosi didn't buy a single share, yet she reportedly banked $4.3 million from a single AI trade. Billionaire Stanley Druckenmiller and elite hedge funds are using the exact same "Stock Replacement" strategy to multiply their gains by 5x, 10x, even 20x all while slashing their risk. And no, it's not options trading, futures, or anything you'd expect. | This isn't theory. This is how the game is actually played. And now, Big T is blowing the lid off this institutional secret. He's revealing the strategy, the loopholes, and the three AI stocks immune to the shakeout that you need to know about. | Don't get left behind. Secure your spot for Big T's exclusive briefing on Thursday, April 9th, at 8 pm ET, and discover how to play by Wall Street's rules. | |
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Hold My COBOL: Enter Anthropic AI |
That is until a 70-word blog post got published on an obscure page on leading AI provider Anthropic's website. |
The post led to a guide that explained how Anthropic's "Claude Code" could modernize legacy code 2-10x faster than a human programmer could. |
It explained how Claude Code could analyze millions of lines of COBOL and input changes without "breaking" the functionality of the code. |
Can it actually do that? |
The market seems to think so because IBM shed $30 billion in market value in a day. The last time IBM dropped that much was in the dot-com meltdown of 2000. |
Here's the problem: The market is so scared of AI, it's selling first and asking questions later. |
IBM isn't the only one. Oracle has been down as much as 60%, Palantir has been down as much as 40%, Microsoft has been down as much as 31%, and Nvidia has been down as much as 20%. |
Collectively, these companies have seen $3.3 trillion wiped out. That's equivalent to watching two bitcoin-sized assets scorched off the Earth's surface. That is a bright red signal, and you ignore it at your peril. |
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| | | | AI's $7.9 TRILLION Gold Rush: 3 Stocks That OWN the Road | | Microsoft, Oracle, Palantir trillions in market cap vaporized. The AI shakeout is here, and it's brutal. But beneath the surface, a colossal $7.9 TRILLION tsunami of cash is flooding into AI infrastructure. This isn't about picking the next Nvidia… it's about owning the roads every AI company must travel. | Big T has pinpointed three overlooked companies that are not just surviving, but dominating this shift. They are the essential, behind-the-scenes players that every AI innovation relies on, making them immune to the market's volatility and poised for explosive growth. | Big T is holding an urgent briefing to reveal these three immune stocks and a free pick that could double your money. Don't let this $7.9 trillion opportunity pass you by. | Join Big T on Thursday, April 9th, at 8 pm ET. | |
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A Troubling Trend Is Revealing Itself |
Like it or not, the AI trade is unraveling at a scale that's beginning to rival the dot-com collapse. |
Stocks that folks have spent decades investing in are falling apart. These are the stocks that were supposed to take care of you when you couldn't take care of yourself. And now they're being obliterated by 70-word blog posts. |
If you're feeling confusion, panic, or that type of slow dread that precedes something really terrible, you're not alone. Everyone is feeling this. |
No one knows who will win the AI race. Sure, some big mouths will speak loudly and declare they're the winner. But hear me when I tell you: No one knows. |
And that's scary. |
If IBM can get slayed in an afternoon on a blog post and Microsoft can lose $1.2 trillion on fear its moat is in trouble… What does that mean for every other stock out there? |
I'm talking about companies that don't have a moat like IBM or Microsoft. |
I don't know who will win the AI race. But here's what I do know: Nothing is going to stop the race to produce AI at scale. Nothing. |
We could go into another Great Depression tomorrow and the AI race wouldn't even blink. |
Why? |
Because whoever gets to AI supremacy first rules the destiny of this century. This is as important as the U.S. being the first country to develop a nuclear bomb. How different would our world have been if China or Russia got there first? |
So if the race isn't going to stop, who will be the winner? |
Friends, that's the wrong question to ask. No one can answer it. |
What you must ask yourself is who wins no matter what. Which company or companies will win no matter who wins the ultimate prize of AI dominance? |
That's the question. |
On Thursday, April 9 at 8 p.m. ET, I am going to answer that question. |
There are three companies that own the "toll roads" that AI MUST travel down. It doesn't matter who you are… You must use these three companies if you want to win the AI race. But I don't want you to buy their shares. |
It's a special way to make 5-10x more without owning a single share. And no, I'm not talking about regular options trading, futures, or anything extra risky. I'll explain what I mean by that in a follow-up essay. |
During my April 9 briefing, I'll also give away the name of an AI stock I believe could double in the coming year. It's a company on the receiving end of $7.9 trillion in AI infrastructure spending. |
Be sure to secure your spot by clicking here. Mark your calendar and set a reminder for April 9 at 8 p.m. ET. That's when I'll reveal all of my research to you. Remember it's free to attend. |
I urge you to claim your spot now. |
Let the Game Come to You! |
Big T |
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