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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi,

Further to my question on Feb 24th, I am wondering about whether or not this:

"...Jefferies analyst Brent Thill says that investors panicked entirely too hard over the launch of COBOL translation capabilities through Anthropic's Claude Code:

“We believe the concerns overlook that IBM is already disrupting itself, with watsonx Code Assistant for Z embedding GenAI directly into the mainframe to refactor COBOL into Java and modernize apps with full system context,” wrote Thill. “Importantly, IBM's software reaccel hinges not on mainframe but on broader momentum across hybrid cloud, AI, automation and data.”

might change anything in your strategy of holding to see how things progress and if not, then take the tax loss towards the end of the year.

Even Anthropic said that new AI tools for its Claude Cowork agent software will integrate with, rather than displace, existing systems.

Does this revelation from Tuesday change the dynamics for any of the stocks that have been beaten down hard on Anthropics' recent announcements?

Always nice to read yours thoughts - thanks!
D
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