IBM

ethiopian_kid

Micron is up like 200% since 2000 lol, while you got in at a good time it’s a boomer stock like IBM and while the business is solid as a whole there’s no real growth story.

tastiefreeze

I sell the IBM portfolio of AI solutions, Automation solutions, and GRC solutions to companies

Previous-Jello-7486

Kramer it's at Harvard business school today, just call Quantum companies garbage in front of all the kids. It said " just as I spoke with Jensen, this tech is 10-15 years away " he added the only 2 real Quantum companies are IBM and Google. Qbts will keep having 3 millions $$$ quarters revenue for the next 5years with a 10 billion cap, run while you can

SlfImpr

**Overhyped but garbage Quantum stocks**: * IonQ * Rigetti * D\_Wave **Quantum stocks with real potential:** * $GOOG * $IBM * $MSFT * Infleqtion ($CCCX) * Quantinuum ($HON, i.e., Honeywell) * PsiQuantum *All of the good ones are challenging to invest in as quantum pureplay (except $CCCX which has real revenue and already received millions in US DoD funding).*

theLeastChillGuy

They were making actual profits during the dot-com bubble as well. Why do you think they weren't? During the dot-com bubble, the top 11 companies by market cap included Microsoft, Intel, Qualcom, Oracle, IBM, Dell & Cisco (others included non-tech sector companies like Exxon). All of these companies were making actual money. In 2000, Microsoft made +$9billion, Intel made +$10billion Every single company I just mentioned crashed more than 60% in the crash after the bubble.

vap0rtranz

Yup, yet few upvoted your reply. Anthropic, Perplexity, -- heck, even OpenAI if they aren't fully acquired my Microsoft -- will be in trouble. Anyone who'se spending a lot on marketing, ads, or R&D with a promise for huge payoffs. It seems naysayers didn't live through the Dotcom bubble. The concern was not Microsoft, or IBM, or even Yahoo, though it took heavy hits. The concern were venture capitol (VCs) that were throwing money into e-commerce who *promised* profitable websites, that snowballed into more stable companies overstretching. Companies that had products went too far into new, unprofitable ones and spent themselves into bankruptcy -- assuming increasing stocks would pay off. By 1999, we were deep into funny money valuations of many companies. It's crazy how many companies were affected that I remember from back then: Netscape, Egghead, Double-click, Excite.com, Pets.com (the original), Prodigy ISP, etc. The Nasdaq graph back then: https://en.wikipedia.org/wiki/Dot-com_bubble#/media/File:Nasdaq_Composite_dot-com_bubble.svg The Nasdaq index now: https://finance.yahoo.com/quote/%5EIXIC/ What I'm waiting for is an even steeper surge in prices, like happened in 1999. Perhaps there will be NO bubble because some pressure is already letting out the steam from moving valuations.

KC_Tlvdatsi

>Write your post again but instead of "Microsoft, Google, Nvidia, Meta" say "IBM, Microsoft, Cisco, Compaq, Intel, Oracle" and tell us again why that bubble won't be so bad. I think there should be a great deal of concern for all those existing products. It is the fact that these companies are actively cannibalizing their normal businesses/products to feed this AI mania. They're tossing out talent and expertise to use payroll for AI investment and moving development cycles to shoe-horning AI into their products to find a use case instead of product dev and innovation for their actual customers. All this is predicated on AI replacing the majority of staff and all those circular money contracts all being fulfilled and not abandoned half way through. If we exclude out these companies, the rest of the market doesn't look so great... now imagine the rest of these companies getting rid of everyone not C\* or physically handling the product in a way that can't be automated. That being said, I don't think this bubble will actually pop. Too much of the market is owned by either passive investment(indexes and such) that won't pull out and people who's net worth is tied to it. Musk isn't going to divest himself. Ellison isn't going to sell. Their net worths' are all tied into these stocks having value or being useful as collateral. the top 10% own about 93% of all stocks, with the top 1% owning approximately 54%. Forget banks, they're too big to fail. The inbred circles of these super wealthy won't pull out of these tech stocks. If anything, they'll see it as a discount and throw more at it. We're getting to a bifurcated economy, similar to the aristocracy of europe. lots of peasants just getting by and wealthy doing whatever they want with very few(if any) consequences.

skilliard7

>The big difference is that the companies today actually make money. Microsoft, Google, Nvidia, Meta they all have real products, billions in profits, and millions of users. Think of Google Maps, YouTube, Windows, Office, Android, Instagram etc. These are all solid products with billions in profits and massive user bases. Can you replace them? No. Will they go away anytime soon? Also no. Even if the AI trend slows down, these companies still have strong foundations and cash flow from their non-AI products. You could say the same about Microsoft, Intel, Cisco, IBM in the 90's. The danger isn't that MSFT/Google/Nvidia/Meta will go bankrupt. The danger is the AI startups that are massively unprofitable, that are renting cloud capacity from the biggest tech companies. The massive overbuild of capacity will result in lots of losses for cloud providers when demand from unprofitable startups wanes !remindme 5 years

Moron-Whisperer

More Indiafacation of IBM. 

AstorLarson

hahahahaha... oh.. wait you are serious... let me laugh harder... HAHAHAHAHAH! Seriously.... IBM is done... worked there and it has nothing to offer.

Untethered_GoldenGod

Lets go IBM unc still got it

purrmutations

Based on the people I knew when I worked there, they have more than thousands that deserve to be let go. So many underperforming low skilled workers that IBM hired in 2021

That-Whereas3367

Nobody can make money that way. The costs for vendors are INCREASING exponentially. Not falling. It will be a matter of who blinks first and cuts their losses. A few large companies will keep in house projects. Niche products will be developed for specialist use. But mainstream adoption will be glacial. For context IBM sold a mere 200K PC in the first year (1981-82). It took **30 years** for 50% of US households to have a PC.

SomeSamples

This has been IBM's M.O. for as long as I can remember. It is cyclical with them. Not unexpected but sucks for those workers. Especially in today's job market.

Ghost_Reborn416

What does IBM even do nowadays?

BosSF82

IBM to cut thousands of jobs in fourth quarter amid software focus

shadeptx

so if ur paying attention to the sector, these companies aren’t scams, but good luck competing with IBM and Google who are also big players in the space. if you really are looking for something undervalued though i genuinely believe that $CCCX once it merges with Infleqtion is like 1/5th of its fair value right now based on sales and forward P/E, its a quantum company that’s making money right now on quantum clocks and sensing, so its technology already has a use case that is ramping up in sales.

fredditf

$AMD | Advanced Micro Devices Q3’25 Earnings Highlights 🔹 Revenue: $9.25B (Est. $8.74B) 🟢; UP +36% YoY; +20% QoQ 🔹 Adj. EPS: $1.20 (Est. $1.17) 🟢; UP +30% YoY 🔹 CapEx: $258M (Est. $220M) 🔴 Q4’25 Guidance 🔹 Revenue: $9.3B–$9.9B (Est. $9.21B) 🟢; +25% YoY 🔹 Adj. Gross Margin: ~54.5% (Est. 54.5%) 🟢 🔹 Outlook doesn't include China MI308 shipment revenue Segment Highlights 🔹 Data Center: $4.3B; UP +22% YoY (strong EPYC & Instinct demand) 🔹 Client + Gaming: $4.0B; UP +73% YoY (record Ryzen, +181% Gaming) 🔹 Embedded: $857M; DOWN -8% YoY Other Metrics: 🔹 Adj. Operating Income: $2.24B (Est. $2.15B) 🟢; UP +30% YoY 🔹 Adj. Operating Margin: 24% (Est. 24.8%) 🟡 🔹 Adj. Gross Margin: 54%; Flat YoY Key Updates 🔹 Record quarterly revenue and free cash flow; no China GPU shipments included 🔹 New AI and compute partnerships: OpenAI (6GW GPU cluster), Oracle, Cisco, IBM, G42, Vultr, DigitalOcean 🔹 Introduced Helios rack-scale design and ROCm 7 software 🔹 Expanded Ryzen, EPYC, and Instinct product portfolios CEO Commentary – Dr. Lisa Su 🔸 “We delivered record revenue and profitability with broad-based demand across EPYC, Ryzen, and Instinct AI products.” 🔸 “Our strong Q4 outlook marks a clear step up in our growth trajectory as our compute and AI businesses scale rapidly.” CFO Commentary – Jean Hu 🔸 “Record free cash flow and disciplined execution reflect the strength of our leadership portfolio.” 🔸 “Investments in AI and high-performance computing are driving long-term growth and value creation.”

ShopperOfBuckets

Okay but what is the size of the total addressable market and how many years off is the company? Infleqtion's CEO went to GTC and said they estimate quantum will be practically useful at around 100 logical qubits and that they are at 12, which is a ways off. None of these pure quantum plays seem even close to a reasonable valuation and the hope is they will beat Google and IBM? RGTI's CEO owns 0 shares of the company he's running, the sector is just wild.

kaapooj

IBM qutting thousands of jobs -bloomberg

ObjectiveData9902

I'm a 40+ year veteran in the banking IT industry. It's clear the OP knows little about the computer industry. The IBM partnership with Datavault is no different than scale-up schemes run by Microsoft, Compaq and pretty much every other hardware company worldwide. Helping the little company is a business investment that ensure futures hardware sales (if and) when it becomes a bigger company. As an investor, you need to lose the emotional attachment with a particular stock as it's counterproductive and gets you nowhere. IMO, Datavault is quite a good long term investment. However, nothing wrong with dips like what's occuring with the stock right now. Reaching a consolidation point is healthy and also a buying opportunity for those who wish to increase their porfolio. Just like the recent peak is a selling opportunity. Holding a stock that is falling makes little sense until that company starts paying dividends. Best to lose the emotion. If you view your investment as long-term, better to just keep buying when the stock is down (I personally made 3 purchase of DVLT yesterday). The cult-like following of a stock and huge sentinent for a rise or fall is pure folly. Quietly buy whatever shares you can now. Sell some or all of them when the next peak is reached so you have the reserves to buy more on the next dip. Rinse and repeat and you will see your portfolio grow.

Crayon_Casserole

Nope. IBM has stated they'll have it sorted by 2032. IBM has never missed a deadline in its history. Enjoy your crypto passwords while you can.

greenpride32

Back in the mid-60's to early 70's, petroleum, aerospace, industrials really took off. Do you see any synergies there (just as there exists tech syneriges today)? That's what drove the economy. Air travel became accessible to all. Heavy machinery started replacing manual labor. Travel, agriculture, construction industries all disrupted. Today, tech drives the economy. Is there a business in existence that can't make use of AMZN or MSFT service offerings? Even your mom and pops and small business can use it. So SP500 is just going to pickup the winners and drop the losers regardless of sector. Within each growing sector are its own winners and losers. At some point in time IBM and T were top weights. Had you held those stocks individually in more recent times, you would have severely underperformed the index. Did that their fall from the top crash the index? Nope because overall SP500 revenue/profit/dividend distribution has increased over time - just carried by another cast of characters - hence your diversification.

Vast_Cricket

It has not been my favorite tech stock for several years bouncing \~$150 for sometime being overvalued. That AI hype I did opposite of what you did by reducing my positions. My cost basis is $38 and in another account $51. When Ellison was running actively he would release some big news followed by a disappointing earning. Companies like IBM will not even tried to hype up. They had AI on mainframe for 40 years and is into quantum computing for sometime. Low key but potentially explosive. Watson was one of the earlier AI enabled supercomputer not connected to internet. A powerful technology at the time. Orcl you do not know.

ai-moderator

#TLDR --- Ticker: DVLT Direction: Up Prognosis: Long on the stock, IBM already did the DD. Reasoning: DVLT is now a Platinum Partner with IBM, their highest and most strategic tier. This gives them top-level access to IBM's sales, engineering, and global network, signaling major validation and growth potential.

BlackberryJolly4830

IBM deal and so many patents its only up from here

hi65435

Not really, of course the goal was always to provide the fastest CPU. In the 90s only DEC Alpha made a CPU faster than Intel before becoming fully uneconomical Now in the 2020s there's AMD as mentioned. In other metrics Apple, Ampere and even IBM are better in other metrics like TDP or density

ProteinEngineer

Microsoft worked with IBM until they beat ibm.

Popular-Ad9044

Microsoft Apple Nvidia AMD Meta IBM Google Amazon Ycombinator

nyrixx

Yes there was, the term you are actually looking for is integrated photonics. Nvidia for example uses their acquisition of mellanox and its iteration into what nvlink became as a fabric, but it still isn't on chip. More recently companies like ayar labs and Intel have been making larger actual strides in the integration of the laser source being on/through the chips themselves. IBM has had numerous acquisitions and internal research groups around the tech for awhile.

DeterminedOne24

IBM best quantum stock

Bombstar10

Plus, while AI is a big boom for companies like Microsoft and Google, it is only one component of a broader portfolio with government and enterprise cloud, software suites, and other consumer products being adjacent to but not dependent on the bubble continuing to grow. With the PE and size of them I’d happily remain invested and ride things out with them or similar companies. Maybe they end up the way of IBM or others like that, less relevant, less rapid growth, but still investable.

Blaze3040

IBM isn’t investing money in DVLT . DVLT is “paying” ibm for their time and resources! That’s the partnership

te7037

Scilex owns some of $DVLT. It wants to use $DVLT's platform for its data analysis. $DVLT has a quantum computing element so that's why it partners with $IBM.

te7037

$5M partnership with $IBM and it recently bought a company worth $6M in revenue.

Odd_Onion_1591

I've almost double it this year via small but aggressive speculative investment. ASTS, NIbius my best performing investments. Also Turned 10k on IBM leaps into 50k.

jinty25

Exactly IBM extended the partnership with DVLT in September. They aren’t stupid. They need rigorous dd to work with IBM etc

Mother-Chipmunk2778

Yeah I agree with that, there’s only a few companies that will actually thrive in the AI boom. The data / compute companies and chips like amd and nvidia benefit the most now since they’re selling the “shovels” that huge scalers like meta, OpenAI, crwv, orcl etc need. I think smaller AI companies are essentially cooked since if they’re trying to compete at scale with the big boys. In terms of quantum, I think IBM and Google, and maybe infleqion are the only real companies in play. I think shrkeli is right that RGTI and QBTS and Ionq are way too overvalued when they don’t have a product or anything to show. Nuclear wise, I think OKLO is just ridiculously overvalued, multi billion valuation when expected revenue 10 years from now is in the millions, and that’s optimistic assuming they capture most of the market. Nuclear can’t even power a full scale data center, so it’s unseen how well it would actually work

riisenshadow92

I don’t get why people love these quantum plays, the best quantum plays are the big boys, these stocks have garbage fundamentals and price to sales ratios. If you want quantum just go google IBM Microsoft

Kyrptix

Long quantum. Ionq, RGTI and qbts. IBM increased much of their research towards quantum and have even started getting increased quantum contracts for things like finance and anomaly detection. So the practical application space for the above companies are expanding for sure. Similarly with Nvidia showing increased interest and even building a platform, which feels like early day CUDA for AI, i.e cementing themselves as the platform for quantum research and applications. So with leaders in both fields increasing focus, I expect smaller firms to also benefit and see increased exposure. Especially those like QBTS which has been strongly application focused for some time. Additionally, with the current administration showing an interest in acquiring quantum stocks/ taking a stake in it, shows how valuable these tech advances are from the defense and national security perspective.

jchong326

Forget lawyers, Nate just needs to reframe every point presented by Wolfpack Research. You can organize facts to tell any story you want. Even though I was invested since .43, with every recent DVLT news that came out made me have a lot of questions. Wolfpack's report at least gave answers to my questions. I've seen how companies grow and stupid things companies will do to have somewhat of a conscience to say as fact to make investors seem as if they're growing. I don't think DVLT is a fake company, I do think they wanted investors to believe they were growing faster than they really were. Was it to pump the stock only to dump it later on? probably, but its hard to say that this company, that has millions of dollars of expenses, especially a $23M contract with IBM, is a scam.

BallsHardest

Now imagine needing 8 floppy discs to install an 8-bit chess game on your IBM PC.

Ok-Mongoose-7870

What exactly is AI, enlighten me please :-) Is it just fast computation and ability to crunch vast amount of data ? Did SuperComputers not exist 10-20-30 years back ? may be they were as big as a room and exclusive to places like MIT or IBM or whatever - but humans have had the ability to process vast amount of data and faster too for a while. Heck Cancer is a holy grail of a dream... Has AI cured even common-cold so far ? or Flu or Covid ? Its been 5 years since AI burst on the scene ? Does AI not have the ability to crunch data for those ? I will wait for AI to cure Flu before it sets its sight on Cancer.

BeerNirvana

IBM can also fall to a scammer - you'd think they do the DD but this example proves not all do: >Charlie Javice and Olivier Amar face up to decades in prison for falsifying Frank’s customer numbers amid its $175 million sale to JPMorgan Chase. https://www.bankingdive.com/news/frank-founder-chief-growth-officer-convicted-of-fraud/743991/

Dragon-rules

Why would IBM throw away money if DVLT did not have any fundamentals. Big companies have their own way to invest witj necessery approvals. 

Pretty_Sharp

My 15 minute research into DVLT is interesting. Essentially it's 70 patents, IBM partnership, and new HQ and AI center vs Wolfpacks claims of no product, inactive blockchain and paid promotion to pump for dilution. Not sure what to make of it. Analyst have a $7 price target consensus and moderate buy.

ExternalHalf2093

So If this all turns out to be true and even DVLT is a scam then this entire pennystock community should be shut down. Every single stock on here that is being pushed is then being pushed by bots or people just pumping up a stock they don't have any belief in. Which people say is how penny stocks work but NO that's not how this entire stock game works. The main reason we trade stocks is on companies that have actual potential and good business practice. Time will tell but the fact that IBM has a connection to DVLT is a pretty strong check mark in their favour. 

Vicullum

Believe it or not there's no actual limit to a company's market cap. In 1980 the largest company was IBM with a market cap of about $34.6 billion.

eyeless_atheist

This was my mom’s trading strategy lol. From the 90’s until she retired, every year she would take a few hundred bucks from her tax return or bonus and just buy shares of companies she liked. Her biggest winners were dominos, chipotle and Apple. These three alone allowed her to retire at 55. IBM was her lowest gain, something like 3% over 25 years lol. Biggest losers were Polaroid and BlackBerry. I adopted her approach for my personal investment account but just buy ETF’s in my ROTH and never sell as I am hoping I get as lucky as she did. Her $700 Chipotle investment

jamfilleddonut

The app is experience is awful. Unless you love IBM AI adds.. then you get a million of those a day. Enjoy.

dazerconfuser

Something something, eggs in one basket. another tech super star IBM would give you 6% annually if you held since 1985

1Rab

Because risk and survivorship bias. Index funds (like VTI, VXUS) capture all winners automatically while protecting against blowups. You’re focusing on the visible success stories — NVDA, AAPL, etc. — but ignoring hundreds of “can’t fail” names that did (e.g., GE, Intel stagnation, IBM decline). Dollar-cost averaging into the total market compounds long-term with less volatility, no single-stock risk, and no need to guess future giants. Indexing isn’t about maximizing returns; it’s about maximizing certainty of long-term growth with minimal failure risk. Big tech could keep winning — or it could flatline like Cisco post-2000. Indexers own them either way.

gill__gill

Like IBM? Why

bplturner

IBM and NVIDIA couldn't be any more different.

Youre-Dumber-Than-Me

I heard the next IBM lol.

LikeJizz

China catching up? Just look at IBM trying to catch up on Nvidia lmao

te7037

I am confident with this company because the CEO and his wife own 10,000,000 stocks. He also says he projects a revenue of between $10M to $40M in 2025 and 2026. With $IBM onboard, he actually paid $5M to $IBM for 20,000 hours of data engineers. He is into the quantum computing side of $IBM so this stock is a growth stock. From 2025 to 2027, it's best to keep buying the dips, I concluded.

Nguyen-Moon

Ask IBM's Watson. Its really weird that someone would think that AI slop will ONLY be created on youtube and social media feeds. No logic will fix that tunnel vision.

Free-Rub-1583

Just add it to the list. America is so back. Im tired of all this winning! * GM (1,200) * Paramount (10% or 2,000) * Amazon (14,000) * UPS (48,000) * Target (1,800 or 8%) * Meta (600) * Microsoft (9,000 after cutting 6,000 earlier this year) * TCS (6,000) * Salesforce (4,000) * Accenture (11,000) * IBM (1,000) * Cognizant (3,500) * Intel (529)

Free-Rub-1583

Yes please ignore the layoffs at * GM (1,200) * Paramount (10% or 2,000) * Amazon (14,000) * UPS (48,000) * Target (1,800 or 8%) * Meta (600) * Microsoft (9,000 after cutting 6,000 earlier this year) * TCS (6,000) * Salesforce (4,000) * Accenture (11,000) * IBM (1,000) * Cognizant (3,500) * Intel (529)

HesFromBarrancas

Meta ded. Msft down big on earnings. IBM down. Nflx down. SPY almost-unprecedented bull run on Nvidia up 15% in a week to compensate with zero earnings news. Number 1 bullshit.

stompinstinker

Ya ok there buddy these guys would never lie to us. Look how well VR, AR, the Metaverse, Chat Bots, NFTs, Crypto a bunch of times, Quantum Computing, Driverless Cars, AI the first few times (Remember IBM Watson), delivery drones, hyperloop, etc. All totally worked, came when they said they did, and were super profitable. With their perfect track records only a fool wouldn’t bet their retirement savings on what these guys say.

Nguyen-Moon

How well did that work for IBM's Watson? Did they cure cancer yet? Oh snap, thats right. They sold that division in 2022 🙃

CodFull2902

Yeah I think so, I think the quantum space is going to be dominated by Google, Nvidia and IBM.

decomposition_

IBM is starting to scale up their quantum chips, unlike all the hype quantum stocks they have actual revenue to show for it

Alcoholic_jesus

People have been saying this for the entire past week. They look solid, partnered with IBM… this shit is a long term play, borderline doesn’t deserve to be on this sub anymore lol

Affectionate-Panic-1

In 1993 IBM laid off 60k employees and 30k in 1994. These layoff announcements are nothing new and not necessarily a bad sign for the economy.

Bobby_Rasigliano

IBM’s job. Calls been printin’ 

Fun-Organization721

Not saying that doesn’t happen, but thr big names have proven performance (QUBT, QBTS, IONQ, RGTI, IBM)

_THEBIGIS

went neck deep on BA puts. Hit IBM previous week. Am i cooked?!

EnginrA

They gained an IBM’s worth of market cap in one day

kiwi_spawn

Quantum computing is the future. Once we have AI up to speed, it will hopefully help us to build and design Quantum computing. Then Quantum computing will change everything. According to the scientists. You definitely want to invest money in companies big and small who are involved in this. This is the next big thing. The only catch is. It may not be developed in our lifetime. So its a slow burner, maybe something you park your money in and never see a return. Because it may take decades. But once it is here, it will go very fast. And the big computing companies like IBM, Alphabet, Intel, Tesla, Microsoft, Apple, the Saudis, the big investment banks etc will all try and acquire a piece of it. There will be an instant bluechip. Putting its price out of range very quickly. And it will happen very quickly.

Worried-Crew-9459

Now it’s at $3! Datavault is aggressively positioning themselves to get attention and respect from the big boys. They already have IBM, Blackrock among the other institutional investors. It’s definitely a longterm hold. This is the most recent news today. https://www.theglobeandmail.com/investing/markets/stocks/DVLT-Q/pressreleases/35730327/natures-miracle-crowns-datavault-ai-with-35-royalty-license-with-multi-million-dollar-global-technology-license/

New_Ad_1682

Wussed out and sold my IBM 340 January Calls. 300% is 300%.

Creme_de_la_Coochie

IBM has already been running up from their partnerships with AMD.

stayfun

IBM was $263 less than a week ago

Worried-Crew-9459

DVLT has been doing everything to set themselves up as real player in the AI infrastructure, they also have institutional investment such as IBM and BlackRock, Etc. Latest news, https://www.tradingview.com/news/financewire:bc97cba77094b:0-datavault-ai-nasdaq-dvlt-partners-with-wellgistics-nasdaq-wgrx-to-develop-blockchain-enabled-pharmacychain-smart-contracts/ and today… 😎 https://www.theglobeandmail.com/investing/markets/stocks/DVLT-Q/pressreleases/35730327/natures-miracle-crowns-datavault-ai-with-35-royalty-license-with-multi-million-dollar-global-technology-license/

Worried-Crew-9459

Datavault has institutional investment such as IBM, Blackrock, etc, and the latest news today … https://finance.yahoo.com/news/nature-miracle-crowns-datavault-ai-134200917.html This company is positioning itself to become a GIANT. $3 now sure. Let’s see where they are in 2026 and 2027. I’m holding longterm on this one and buying dips along the way.

stickman07738

I worked in sales and the person that stressed to me that they will always have multiple suppliers was an IBM purchasing manager at the time. I just listened to their logic and decided to buy.

Nefarious_AI_Agent

IBM

New_Ad_1682

This market is fuggin nutz. My [IBM 01/16/2026 340.00 C](https://client.schwab.com/SymbolRouting.aspx?symbol=IBM%20%20%20260116C00340000) is at 296% and I'm kinda disappointed in it.

TraitorousSwinger

Their market cap grew to reflect that from about 8b in 1990 to 400b in 1999, but that doesnt mean it wasn't grossly overvalued. IBM over the same period, by comparison, only went from 25b to about 70b.

codespyder

It’s like me buying up retro kicks. NVDA is buying up things that were cool in the 90s/00s What other companies were considered cutting edge 20 years ago? Calls on IBM? Motorola?? BlackBerry????

redcremesoda

A very high level of market concentration like we are seeing today has preceded major crashes. See https://www.reuters.com/breakingviews/warning-history-about-large-cap-stock-booms-2024-06-21/ All the companies you mention are great buys, but just like IBM in the 70s/80s, their prices have grown far too high in comparison to their future earning potential. Basically everyone bought names like IBM in the 1970s because they were safe bets, but then too many people bought them and share prices exploded. Eventually the market corrected itself.

ralphy1010

i've been told by folks who work there that they don't really intend for anyone to stay beyond 5 years the way things are vested and due to corporate philosophy. It's similar to how IBM runs, everyone is graded and the lowest 10% are let go each year. The problem arises when you have teams that are all top performers but someone must be designated as the 10% thus meritocracy goes out the window and it simply becomes of a matter of office politics.

te7037

Fundamentals are key. $DVLT is busy signing contracts and forming partnerships. However, as it is still a small company and is subjected to possible share dilution as a result of capital injections, always buy the dip and watch the AI sector as well. This way, you won't lose money as the risks are averaged out. $DVLT has a target price of $7 to $48. I own 2,335 shares at 68 cents in my SIPP, a UK pension account and another lot of 1,555 at avg $2.10 in my ISA, a tax free account. I will keep on buying the dips because $IBM also formed a partnership with $DVLT where $DVLT paid $5M and receives 20,000 hours of $IBM's data engineers and other specialitsts to sort out its data. And, another partnership with the Swiss financial side makes this company look a real deal. I still don't know what $DVLT sells although I am a data expert.

Representative-End60

IBM !

Traditional_Page_75

Yeah, why big gains for IBM?

-ps-y-co-89

IBM's oldest Blockchain Patents are more than 10y old. IBM patented incredible numbers of Blockchain patents....

Wulfric05

It's wild that I made money from IBM earnings puts last week; look at it now. Should have bought calls right after selling the puts lol

RandolphE6

But isn't that the point? It's not that you bought and held companies. It's that you bought and held specific companies that were generational winners. You could've just as easily bought companies that lagged that were considered industry leaders like Intel, Cisco, AT&T, IBM, Exxon, etc. You even mentioned in another post that Apple almost went bankrupt. One wrong decision often does make that case. Just look what happened to Yahoo after they passed on acquiring Google. The buying and holding part is well established. The picking part is the part of your advice that is in dispute.

PataGoose

This is a thinly veiled bot post, 1mo acct age and clearly written by an LLM giving bad investment advice. Puts on IBM lol

Spezalt4

IBM is retarded

FellowYellowNate

Yet. *goes to buy more quantum stocks and now also IBM

FinancialRace7895

Agree, almost as bad as the quantum stocks. These guys run negative PE and have 0 products but people think their gonna change world in a year or two, but probably 10+ years away from any useful quantum computer. IBM has been investing in quantum since the 90’s and no revenue from it.

AffectionateHouse120

this feels like the inevitable cycle these mega corps fall into. IBM grew under gerstner and then in early 2000 the replacement (Palmisano) was laser focused on shareholder value which basically translated to shed expensive workforce, ratchet up margins on sales and rely on M&A for innovation… IBM and amazon of course aren’t the same but one does have to wonder if amazons long term outlook isn’t basically the same playbook.

banditcleaner2

honest guess? probably IBM

SpotlessCheetah

IBM was dabbling with Stellar blockchain network years and years ago for cross border transaction settlements. Stellar Lumens was the name of the token.

Timely_Pen442

IBM news

LiamPhlegmsworth

IBM ganggggg