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BS Jobs '26: Bloated Operations in Tech
5 tickers · $646.05B total market cap
Group: BS Jobs
AI adoption will drive significant headcount reductions and efficiency gains in large, bureaucratic organizations, particularly those with 'bullshit jobs' and high overhead, leading to improved profitability for these companies and those facilitating the transformation. The bull case is more compelling as the market shifts focus from AI infrastructure to its application in enterprise productivity.
BS Jobs '26: Bloated Operations in Tech tracks 5 publicly listed stocks in this theme: 6098.T, IBM, INTU, MDB, SAP.XETRA. See the constituent table for details.
Thesis update: 2026-03-22
Constituents
Build 20260520T081747
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
SAP SESAP.XETRA | 04/23/2026 (BMO) | 04/23/2026 (BMO) | 2.62% | -1.56% | -13.26% | 5.81% | $212.35B | 20.0000 |
International Business Machines CorporationIBM | 04/22/2026 (AMC) | 04/22/2026 (AMC) | 4.26% | -9.62% | -17.88% | -3.79% | $208.96B | 20.0000 |
Intuit Inc.INTU | 02/26/2026 (AMC) | 05/20/2026 (AMC) | 3.70% | — | -2.28% | — | $111.23B | 20.0000 |
Recruit Holdings Co., Ltd.6098.T | 05/15/2026 | 05/15/2026 | 4.50% | 0.58% | 3.05% | 26.57% | $86.61B | 20.0000 |
MongoDB, Inc.MDB | 03/02/2026 (AMC) | 05/28/2026 (AMC) | -23.69% | — | 32.43% | — | $26.90B | 20.0000 |
| Average | -1.72% | -3.53% | 0.41% | 9.53% | $129.21B | 20.0000 | ||
| Median | 3.70% | -1.56% | -2.28% | 5.81% | $111.23B | 20.0000 | ||
| Std Dev | 11.00% | 4.39% | 17.67% | 12.67% | $71.94B | 0.0% | ||
| Min | -23.69% | -9.62% | -17.88% | -3.79% | $26.90B | 20.0000 | ||
| Max | 4.50% | 0.58% | 32.43% | 26.57% | $212.35B | 20.0000 | ||
| % Positive Tickers | 80.00% | 33.33% | 40.00% | 66.67% |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.