IBM

pyrotechnicmonkey

i'm gonna have to disagree there. I work in the area and have a lot of friends and colleagues who have worked with some of the biggest companies around here and you would be shocked by companies the size of IBM or Meta who are terrible about retrieving company hardware from exiting employees. I've had people who have requested from their HR point of contact and from direct supervisors to please send them a return label or to organize the return shipment of company monitors or even laptops. And a lot of times the IT department or HR drag their feet and never get it done and they end up having a laptop or other equipment in a closet for a long ass time. In this case there might be more to it since the person directing it was a former VP at Apple but I wouldn't be so quick to blame a lower level employee.

WarEaglePrime

Don’t forget that IBM is a serious quantum play

CEO_of_SOXL

$IBM sucks and I hate it.

GreatTraderOnizuka

IBM 286

GreatTraderOnizuka

IBM short at 195. 😎 no covers needed! Straight down

octopus_serenader

why is IBM going poopoo in the toilet?

CEO_of_SOXL

Rotation my ass. $IBM and $MSFT suck

Loose_Development_24

IBM news could send this to 5 easily, we will see

wtfdoinamethis

I held a lot of IBM for 2 years, my god it’s a difficult stock to hold. Bipolar price action

taffy_laffy

Some institution out there has a huge bullish bet on oklo with 45m in the 200c 2028, 20m in 90c dec 2026. now it might just be a hedge, but damn if it weren't for the macro environment i'd have already followed suit and bought. Last time i followed a similar trade was with IBM weeks ago and that made me some nice money.

taffy_laffy

400m a year to MSFT/IBM vs 1m or even 100m in tokens to create inhouse software is worlds apart. There's also the fact that local, open weight AI can be run infinitely cheaper and is only so far behind - it'll be good enough that you don't need to pay for tokens.

taffy_laffy

It's crazy how a lot of people are on the AI hype train - but also can't see the consequences and how it'll reshape the bag7. If AI does what they claim, companies providing services and software die, because AI can create bespoke software, systems, hardware etc. Meaning an entire revolution in who is making money and who is about to be fucked - because suddenly AI can vibecode an inhouse inventory management system instead of paying microsoft. Look at starbucks already wanting to cut 400m to MSFT/IBM.

Semiotic3

Well they cant do much worse than IBM or MS software... but what about the coffee

DuePomegranate

>high Schiller P/E ratio, which tends to revert to historical values No, this tendency didn't spring out from some fundamental theory. The guy invented it too early in 1988, before accounting standards were changed in the 90s, before Quantitative Easing was put in to action, before tech companies rose to the top of S&P500. Basically soon after he invented it, the long term average started to go up, and maybe the reversion should be to a linear upwards-sloping line, not a horizontal line. Looking at Mag7 and the other top companies of S&P500 today, do you think that their earnings 10 years ago should be weighted just as much as their earnings last year? Don't you think that looking 10 years back has become increasingly irrelevant? The top 10 companies in 1988 were IBM, Exxon, GE, Philip Morris, Shell, Bristol-Myers Squibb, Merck, Walmart, AT&T and Coca-Cola. It made much more sense to look at 10 years of earnings back then.

sadscully

IBM about the only thing that hasn't abandoned me during these trying times

Sea_Bet9117

I sold this piece of shit, and went 2X IBM ETF, best decision i ever made.

CEO_of_SOXL

$IBM you suck and I hate you. Ps your computers are only used by finance bros

MaybeTheDoctor

In 1995, I bought shares in Informix because the prices looked like they were only going up. Turned out it was all fraudulent orders to prop up the price, and the company crashed soon after, eventually dissolving and being sold for scraps to IBM for maintenance contracts. I still have the paper share certificate. Allegedly, IBM has some money for me, but I don't know how much. I will probably never cash in the paper share certificate, because every time I see it in my files, it reminds me of that thinks that looks too good to be true probably is. So I will never move on, but keep my lessons learned around.

Elegant-Bluebird8545

Can someone pump IBM. Thanks 💸

Worf_Of_Wall_St

Asking here since you know what Verilog is so maybe you're a hardware engineer... I get why Meta would try this since chip margins are so high, but it seems like the barrier to successful in-house chip design has not been money, but rather talent and perhaps more importantly institutional knowledge and patents. Money can bring in talented people, but they don't come with all that other stuff which greatly speeds up the process so a new chip design initiative takes many years to get off the ground. Is that an accurate take? Some example of "we'll make our own instead" I can think of: Intel failing to make cellular chips, and then Apple buying that business and eventually succeeding but it took years longer than predicted. Meta tried to make their own SoC to replace Qualcomm's XR series, but gave up after a few years and partnered with Qualcomm to help fund their efforts instead. Amazon's Graviton technically only took 3 years to get to market, but it was built by newly acquired Annapurna Labs which already had an ARM SoC product line they were working on since 4 years earlier which it likely built on. In the modem space, sidestepping Qualcomm's patents was a huge issue. Wouldn't this also be a problem in the GPU/AI space where Nvidia, AMD, Apple, Intel, even IBM and Samsung each have thousands of patents?

trust_it_bb

Holy shit the biggest story is starbucks vibecoding and vibehardware building their own systems with AI looking to cut 400m in spend to MSFT and IBM Lmao this ai shit is playing out in the craziest of ways. “Claude i have a satellite i need to send to space i dont want to pay, build me a rocket make no mistakes “

isospeedrix

Wow 3/3 hits with GLW calls META puts IBM puts

theb0tman

Yeah, these Reddit smoothies have no idea what it actually takes to run these types of systems much less development, maintain them. They probably takes the team of at least 50 to 100 people just to run the systems they buy from Microsoft and IBM. Also, the title is just click baiit shit. The article says they are trying to build software to maybe replace IBM and Microsoft eventually. They gotta at least try.

iMakeGOODinvestmemts

Uhhh JUST IN: Starbucks is reportedly developing in-house AI tools as it looks to replace Microsoft & IBM software.

Comfortable_Thing611

Starbucks is putting IBM out of business LMFAO

Neither-Deal7481

You literally said this >**build your own tools**, **wean yourself off expensive licenses**, just make sure you thoroughly test whatever it is you put into production and retain developers to work along side AI tools. And now you are "paraphrasing" this into this? >Use your in-house developers along with AI tools to refine your in-house workflows, tooling and software to make sure it better suits your needs while paying less on expensive licenses. How does "refining in-house workflows" look like after you ditch the expensive licenses, lol? Aren't you supposed to develop the features from the products from scratch? >Just to address some of your points, you're talking about Microsoft software being battle tested and I am assuming your suggesting that means its bug free and production ready right? :'D >Lastly every software company is using AI assisted tooling in 2026 to different degrees, this includes Microsoft too so.. I am not arguing that MSFT or IBM are producing perfect software but you can hold them liable for inaccuracies, data leaks, security issue in case something goes wrong. If you suffer financial losses, you can sue them, and that's the whole point of paying for a license. You can't sue Anthropic if the vibe coded app creates a serious security issue. >No one said vibe coded at all, there are different levels of development with AI tools, it goes from people sitting at home never done software before making stuff, people who press accept without reading the code, and actual developers and software engineers using AI to speed up their process. I am a software engineer and I know what's happening behind the scenes. All engineers are expected to use AI *for everything.* If you think Starbucks is going to be an exception, you are naive.

Put_Er_There_Sport

According to tipranks, Microsoft and IBM are falling cause Starbucks wants to create an in house AI to replace some Microsoft and IBM software applications

trust_it_bb

Damn what did IBM do to deserve this sell off lmao. Poor thing was almost back to ATH

Pure_Veterinarian374

The only two positions I have are IBM and MSFT. Guess I am now a long term investor

cakestapler

First attempts at everything are 100% successful. That's the reason for the old saying, "if at first you don't succeed, just give the fuck up bro because there's no way you could do this cheaper than $400m." You verbatim said they're using a chatbot for inventory. "[AI-assisted coding played a central role in developing the platform that could replace the IBM tool](https://www.investing.com/news/stock-market-news/starbucks-working-on-ai-tools-to-replace-microsoft-and-ibm-software--report-4783482)" (from an article actually relevant to the current initiative). They are using AI-assisted coding, as everywhere is, to write their own software. If there was never a way to build a cheaper proprietary application to do something you need instead of buying it from a vendor, no new software would have been developed in the last 20 years. And yes, I work directly with customers to help them manage their infrastructure for hosting their own IT environments (including custom applications). I'm currently involved in at least 8 professional services engagements I can think of off the top of my head for migration and modernization of applications. Some of these engagements run into the tens of millions of dollars. While I'm not an expert on this specifically, I'd say with 100% certainty I have more experience than someone who thinks Starbucks is using ChatGPT for their POS system what it takes to build, run, and maintain applications at this scale. But you know what, have this upvote, you sound like you could use it.

Comfortable_Thing611

IBM and MSFT down because of Starbucks? LMFAO

ryanpaulowenirl

Buying opportunity for me. I'm in IBM for quantum

hioman01

BREAKING: Starbucks will no longer sell coffee to MSFT and IBM staffs

Optimal_Image5192

Curious to see if this impacts software $IGV today. Already seeing some pressure with $IGV now under yesterday’s low and $IBM -4%

Comfortable_Thing611

Wtf happened to IBM?

optionstrategy

Puts on OP IQ, puts on SBUX, calls on IBM and MSFT.

AppSecPeddler

Got in NOW and IBM to test the trump public announcement theory sold both at a loss within a month Think they might be up now BMNR is another on I’m down heavily on

Crazy_Donkies

What? We are ignoring GOOG, MSFT, sovereign AI, ORCL, IBM internal, Japan models, India. We are also ignoring inference expected to grow 79% CAGR. Moreover you are listening to a PR person? You anti AI folks will listen to a PR person (PR!) but NOT the thousands of experts in consensus around the world? Yeah this is a hard pass.

sasoras

Unpopular opinions, well purely based of what Jensen Haung said. Quantum wont see real return until decades alter. 15-30 years alter. The guy drew some fire and walked it back. Might as well go IBM, it is the clear leader and has a real business that not speculative.

version-two

Idk how to read this. Shares? Calls? Puts? I guess I have to see what direction IBM moved in yesterday.

CEO_of_SOXL

If $IBM hits $315 this week or next I’ll suck bigfoots cock

ThinkingOfTheOldDays

buy IBM if you want a trendy consulting bounce back. they have the mango and quantum kickers.

CEO_of_SOXL

$IBM is not having a good day

IndividualNo7155

IBM will be the NVDA of the quantum era

RicoSuave1962

I’ve been posting that right now it’s IBM and ISRG going into their earnings. Looking for IBM to reach ATH and ISRG to top $500/share

magneticpasta9

Sold my 290 strike IBM calls at 290 week and a half ago for couple thousand. They would have expired this Friday. Pain. Just pain. Thank you for your attention to this matter

Affectionate_Pen6882

i would rather IBM

Normal-Phase-1252

realistically, how high can IBM go

Glad-Veterinarian365

I hit $24k profit on some IBM calls last month. Whole sub told me I was an idiot…

Harp-Note

IBM run up to earnings looks interesting.

Key_Republic_4488

Not gonna lie seeing someone actually profit from IBM in 2026 is kind of wild. The german interface makes me think this guy is sitting in some quiet swiss town just sipping coffee while the rest of us lose money on options. the margin part is what scares me though. 13% unrealized gain is nice but one bad earnings call and that number flips real quick. i had a friend who did something similar with margin on a "safe" stock and the interest ate half his profits before he even noticed. still respect the conviction. most people here would have paper handed at +5%.

Itchy_Profile7908

IBM is

Harp-Note

IBM up to earnings. Seems like it always wants to move up, and stayed green today.

ejpk333

What are your thoughts on IONQ, if I could pick your brain? That’s my personal choice for long term Quant, small position in IBM too.

CockSmash69

I gave you mouth breathers PLTR and IBM last week, holding runners in those…move is almost over… Now I am entering 7/17 MSTR and NVDA calls.

Smart-Friendship-500

IBM shows strenghts today when D-Wave and IonQ are selling off. Plus endorsement from Trump. I think this is a special stock with high potential.

Affectionate_Pen6882

why IBM>? are you going for their quantum tech?

CD274

IBM kind of 90% Red hat

Comfortable_Thing611

IBM like 'what sell off'

fetchengretchen

IBM up for a week straight and nobody has said anything in this sub 

Harp-Note

Desperately tried to buy IBM calls on that dip. Fidelity wouldn't let me. Would've made back all my stupipd losses if it did.

MoniMakingMachine

https://preview.redd.it/jiq4gk3xxtbh1.jpeg?width=1320&format=pjpg&auto=webp&s=e4fde05a0d95a405c2b15b5e44491ef420ce3f14 IBM 🔥🔥🔥

Even-Fox9429

Bro went all-in on IBM and somehow made it look like a value investing TED Talk. Respect. 😂

Normal-Phase-1252

IBM

PicklesAreTight

I’m such a fucking retard for selling IBM on Friday and buying NVDA.

sadferret123

IBM does not give a fuck

CEO_of_SOXL

$IBM and $MSFT are the plays now

CEO_of_SOXL

Been saying for a few weeks. $IBM and $MSFT are the safe havens now

dogefool88

If you are invested anywhere other than AAPL and IBM, I wish you luck and hope that you don’t get to $0 sooner

szokdogg

IBM calls bought on 7/1 up 110% today. Naturally only bought a couple.

CEO_of_SOXL

$IBM to $315 this week!

CEO_of_SOXL

If $IBM hits $315 I’ll drink my own piss ¡Banbet

PicklesAreTight

I can’t fucking do anything right. I bought IBM at the top and it went to $244. Sold it for a loss when it recovered to $295. Bought NVDA at $196. Since then IBM continues to rise and NVDA stays falling.

Harp-Note

IBM calls idk

CEO_of_SOXL

Rotation into $MSFT and $IBM

Normal-Phase-1252

IBM had a 7 day green streak and is barely up ytd yet you guys are too busy chasing memory

Normal-Phase-1252

IBM $400 eom

Normal-Phase-1252

IBM on its 7th trading say green streak but you guys are to busy losing money with memory

Normal-Phase-1252

you guys are sleeping on IBM, check my post

dogefool88

If you didn’t buy AAPL and IBM dip and instead chased memory, my condolences

Jtex1414

Quantum (IBM) and NPU’s (Intel). There are pure play versions too if you’re feeling risky.

CasherburyTales

While we were distracted by this game, IBM declared bankruptcy

grandfatherdog

Beyond umbrella of capex, gaming divisions can be pretty expensive if not outright money puts, and memory prices are up. So they may also be trying to make the gaming division look better because they too are spending more money due at a bottleneck issue MSFT is contributing too. Third thing which is guess is the case but don't actually know is that MSFT probably wants AI to make it's games, so, again is clearing the way to make for its own products and future. They can sell capex if they promise a bright outlook for their AI future and they're doing little work to clear that path for themselves. Same with their and IBM's big pushes for professional services to help businesses integrate AI, they're creating a pipeline.

CEO_of_SOXL

$IBM will hit $340 this month

Normal-Phase-1252

bought NOW at $98, and IBM at $271, finally on the right side

Federal-Profile8857

IBM & IWM looking good

PicklesAreTight

IBM went up 20% from the low in June so I sold my calls at a 10k loss lol. I’m a fucking retard because it keeps going up.

Foreign_Pay1348

IBM $310 call 7/10 AVGO $410 call 7/10

Normal-Phase-1252

IBM so hot right now

scruffles360

It feels like IBM in the 90s to me. I have stock, so someone please talk me into this being good news.

Aura636ZX

SPAC'd in Feb. Quantum Executive Orders have been rolling in here and there. Last EO signing INFQ, IBM & Alphabet/Google were at the white house for the signing. That should tell you enough. INFQ uses neutral atom technology - you should know the differences between each. INFQ isn't a one trick pony, if has other streams of revenue compared to the other companies out there. TEAM INFQ LONG

TheKingInTheNorth

IBM is so fucked, market just doesn’t realize their mainframe/decades long golden goose should be just as much as part of the SaaSpocalypse, and no amount of speculative quantum computing will let the recover from the incoming MIPSpocalypse.

mistaek

Yeah IBM is nice to trade https://imgur.com/ef1gBEh

Prestigious-Bank2145

IBM earned its old days glory and one of the reason is the role IBM playing in what I call AI middleware. Seats between companies/organizations and AI like Claude/ChatGPT/Others. That makes IBM the middleware choice for the most regulated customers - banks, insurers, healthcare, who need to *prove* to a regulator that their AI is controlled, not just believe it. IBM's edge isn't technology leadership; it's decades of enterprise trust and existing contracts in exactly those industries. In "firewall terms": Palantir guards what the AI can see, IBM documents everything the AI did.

Gloomy-Trust8089

the währungs-g/v eating into your gains is the most painful part honestly, fx risk on top of stock risk is a double whammy, but +5,69% unrealized is not bad for IBM of all things. The CHF has been creeping up lately too so that's working against you. At least you bought in at 271 which was a decent entry, EK looks fine compared to current price. Hold it and let it cook, IBM has been slowly coming back with the AI hype and enterprise stuff, not a sexy pick but steady gains add up over time

ethereal3xp

Your thesis doesn't make sense if you state to look elsewhere since QTUM is not really a quantum pure play - yet go with WQTM. WQTM has a substancial weight in companies like Google, IBM and some other mega caps. Where majority of revenue comes from AI, Finance, Entertainment etc - even though they do have business/projects related to quantum. All of these current quantum etfs - even the upcoming QQ by Roundhill will be mixed with other "general" caps. The only pure play at the moment is QTUP.

archialone

What about local llm, if i can run good enough models locally would it crack those companies? Same way PC has crached the dominance of IBM mainframes and super computers? And silicone graphics?

Mornet_

IBM has had cloud access to their quantum devices for a long time. I even managed to use them for free as a student!

CreepyTip4646

Sold IBM they are holding 60billion in debt l can see them doing the same.

OkMarsupial

Not counting index funds: MO IBM WDC