IBM
International Business Machines
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I’m an “newer” autist. What is the potential for these in the coming 2 days after the $IBM blow out?
The Coming Analog Age: Bullish Scenario For Texas Instruments, Analog Devices, Qualcomm, Tower Semiconductor, IBM?
YOLO Alert: Boeing on the Brink – Why WSB Traders Should Short the Skies
Twitter-backer knocks billions off its value after Musk’s ‘go f--- yourself’ outburst
Twitter-backer knocks billions off its value after Musk’s ‘go f--- yourself’ outburst
Ken Griffin Now Makes Surprising Claims Confirming Illegal Manipulation
Cyberwarfare is The Weapon of Choice for Current Global Conflicts
Thoughts on IBM switching from 401k's to Pensions?
I am new to stocks and created my first portfolio - what are your thoughts and inputs?
Cyberwarfare is The Weapon of Choice for Current Global Conflicts
Remark Holdings' customers include the Las Vegas Raiders and the Las Vegas Police
Remark Holdings' customers include the Las Vegas Raiders and the Las Vegas Police
Integrated Cyber (ICS:CSE) takes steps to reduce the Growing Impact and Cost of Ransomware and Data Breaches
Warren Buffett’s Berkshire Hathaway Hits Record $157 Billion Cash
Integrated Cyber (ICS:CSE) takes steps to reduce the Growing Impact and Cost of Ransomware and Data Breaches
Data Provider for Adjusted Historical Prices with Last Data Updated in the Middle of Trading Day?
I wanted to try to invest in 10 completely random stocks to see if this beats the market in 1 year, so I asked ChatGTP...
FWIW: AAPL market cap 18x that of IBM
POTENTIAL RUNNER! New IPO W/$8 Billion Valuation - Sept 13 Run Down🔥
The next stock I am researching: $ASPI
ASP Isotopes ($ASPI) looking to get into quantum computing
IBM rolls out new generative AI features and models | TechCrunch
9/5 Pre-market TMT Breakout: $PINS better metrics, $AAPL neg impact from Huawei phone/new $IBM?, $DIS Bull case, $NTAP upgrade, $ORCL upgrad
Pre-market TMT Breakout - $PINS better metrics, $AAPL neg impact from Huawei phone/new $IBM?, $DIS Bull case, $NTAP upgrade, $ORCL upgrade on better runway growth, $ABNB to join SP500
$WHSI joins Next Realm AI Research Lab, an IBM Business partner, for Wearable Health Data
WHSI joins Next Realm AI Research Lab for Wearable Health Data
Butterflies & Iron Condors: Assignment Risk vs. Duration & Stock Selection
GBT Segmental Update: Magic2 a Suite of Eight AI Driven EDA Tools Assisting Engineers with Faster Semiconductor Design
LK-99 - The Potential Revolutionary Room-Temperature Superconductor
Asked ChatGPT what the market impact would be if it was confirmed that aliens exist
My AI momentum trading journey just started. Dumping $3k into an automated trading strategy guided by ChatGPT. Am I gonna make it
The AI trading journey begins. Throwing $3k into automated trading strategies. Will I eat a bag of dicks? Roast me if you must
Integrated Cyber, An Upcoming AI Cybersecurity IPO To Take Notice Of
Investment plan for about 85 000$ USD over the coming year
Investment plan for about 85 000$ USD over the coming year
Integrated Cyber, An Upcoming AI Cybersecurity IPO To Take Notice Of
Opened my paper trading account and made some options!
Potential Pennystock of the Year: $OSS - One Stop Systems
Potential Pennystock of the Year: $OSS - One Stop Systems
Potential Pennystock of the Year: $OSS - One Stop Systems
Nearly half of Warren Buffett's $366 Billion Portfolio is invested in only 1 stock
Who can strengthen cyber security?
This isn’t a bubble it’s a revolution, like the industrial revolution, just on a grand scale.
The AI hype is not what investors say it is, heres why im shorting the AI bubble
Profiting off the potential power grid failure. Overall thoughts and discussion.
I asked ChatGPT how to profit off of a power grid failure.
Unleashing the Hybrid Cloud AI Revolution: Nvidia's DGX, IBM's Ansible, and the Perfect Storm
Unleashing the Hybrid Cloud AI Revolution: Nvidia's DGX, IBM's Ansible, and the Perfect Storm
Unleashing the Hybrid Cloud AI Revolution: Nvidia's DGX, IBM's Ansible, and the Perfect Storm
IBM: Not Your Grandma's Boyfriend’s Favorite Tech Giant Anymore, Pioneering the AI Revolution Like a Boss
IBM Will Launch Partnership with Global Universities to Develop a 100,000-Qubit Quantum-Centric Supercomputer
Shopify ($SHOP) delivers impressive earnings, enticing investors to consider buying the stock.
Today, Dallas, Texas was disrupted by a large cyberattack impacting multiple services and important computer systems, emphasizing the need for cybersecurity investment for all sizes of businesses - CyberCatch's (CYBE.v) patented AI-enabled platform solves the root cause of these attacks.
IBM will lay off thousands of employees. Their work will be taken over by artificial intelligence
Capitalizing on the AI Boom: Companies Poised to Benefit from Artificial Intelligence Adoption
U.S. stocks trade lower as traders eye earnings from Morgan Stanley, IBM
IBM, TSM, NOK rocket 🚀 🤣
Stocks making the biggest moves after hours: Tesla, Las Vegas Sands, IBM and more
IBM misses first-quarter revenue estimates as corporate IT spending shrinks
Weekly Earnings Digest for Options Traders: NFLX, TSLA, IBM, GS, T, SCHW and more!
Expected Moves: Low IV Trading and Earnings from Netflix, Tesla, Goldman, IBM and more.
AI Stocks: 5 Companies Leading the AI Revolution
Debunking Kerrisdale Capital's Bearish Take on C3.ai
VERSES AI ($VRSSF) The ONLY pure horizontal AI play
dividend stocks - what are your favourites and why ?
NVDA still overvalued and AI wont change the world because its been around a long time. Just another boom bust Cycle.
Mentions
Yep I’ve got a bit of quantum, spread about QBTS 80%, IONQ 15%, and RGTI 5%. They were always a 5+ year play but I’m basically a bagholder at this point (down 45-70%), so I’ll continue holding them for a while and maybe consider DCA’ing. If you don’t have positions yet, I’d probably DCA since the timelines are very long. And it’s a longshot too, so I probably wouldn’t allocate more than 15% of my portfolio anyways. I dunno how the pure-play quantums will end up anyways since the companies that can profit are likely the already-rich non-pure-plays like Honeywell, IBM, MSFT, and GOOG since they can put in more capital and already have big customers.
Used to be in the industry. Would not touch these stocks for long term holds. If someone wins quantum it'll be something like a Google or IBM.
Perhaps consider the VanEck Quantum Computing ETF, it covers every relevant quantum stock from IONQ, RGTI, QBTS and QUBT to IBM, Alphabet, Amazon and Honeywell.
Thanks I'll take a look at both. Would feel more comfortable with IBM because they're not as spread out as the large cap ones I mentioned.
Preface by saying that you are primarily interested in small cap Quantum players, but actually IBM is arguably the most important "close to pure-play" because they have the most mature hardware roadmap and a dedicated quantum software stack (Qiskit). While they aren't a "10-bagger" like a small cap might be, they are the most likely to reach "Quantum Utility" first. You should also consider Honeywell - again, not a small cap, which is another major player often missed; they actually provided the foundation for "Quantinuum," which is currently the highest-valued private quantum company in the world.
Ur forgetting Napster. People didn't need to stream. Cisco and IBM were massive companies. Now, they aren't because tech changed. Brookfield just pulled out of a data center construction after spending millions. They see the writing on the wall.
Any IBM and the Seven Dwarfs investors still here?
You are right, the age isnt important in the stock value. Oracle has a database that large companies don’t want to leave even though there are multiple alternatives for quite a while. IBM has the mainframe hardware and multiple mainframe software titles, including the operating system. The software is annual recurring revenue increasing at a steady 6% every year. They could “Broadcom” their clients and charge 5x, and their clients would still stay; they just haven’t. That is sticky, to me.
Just like there was more than enough room for IBM, AOL, Lycos, AltaVista and MySpace to compete continually and make big bucks!!!
IBM naming their AI "Bob" lmao jfc
Sears sold *everything*, not just clothing. Houses (the blueprints and construction materials for houses early on and later Sears owned Coldwell Banker), cars (including auto repair services), toys, sporting goods, food, pharmaceuticals, lawn mowers... Kenmore appliances - founded by Sears in 1913. Silvertone musical instruments - founded by Sears in 1916. Craftsman tools - founded by Sears in 1927. Allstate Insurance - founded by Sears in 1931. DieHard batteries - founded by Sears in 1967. Prodigy, the first retail internet service provider - co-founded by Sears (along with CBS and IBM) in 1984. Discover credit card - founded by Sears in 1985. Sears literally sold *everything*. And it did it well enough that its revenue amounted to about 1% of US GDP, which is roughly the level of Microsoft today, except Microsoft sells globally and Sears was mostly just the US and a few other countries in the Americas. The closest analogue to what Sears used to be is Amazon. Except instead of ordering online, people ordered from Sears through a 1,400 page mail-order catalogue.
I think gross mismanagement will kill MSFT in about 30 years, but they'll limp along ala IBM for the foreseeable future.
> It blows my mind how a company that popped up on everyones radar 4 years ago selling a single tool is valued 2x-5x more than companies like Oracle and IBM who have been around for decades and have sticky recurring revenue Why? This makes no sense to be confused about, there is no contradiction. A stock is not valued based on "been around for decades", and it's kind of funny to talk about IBM having "sticky revenue" when it's [been declining for the better part of the past 15 years and is now ~half of what it was in 2012](https://www.macrotrends.net/stocks/charts/IBM/ibm/revenue). A stock is valued based on what one expects it can generate in the future, high growth companies aren't really valued based on current revenue.
Similar situation here. Was holding a handful of IBM and INTC shares for a while, then a couple months ago things were high and US geopolitics were making me second guess so I trimmed back my shares, holding onto ibm more than intel because i felt ibm was a safer bet. Well who would have guessed…IBM haw been sliding further and further while INTC has been digging its claws in deep and climbing with every day… Tale as old as time.
I agree with you since consumers are not directly profitable. But I think its the consumer hype that pumps up the market cap. It blows my mind how a company that popped up on everyones radar 4 years ago selling a single tool is valued 2x-5x more than companies like Oracle and IBM who have been around for decades and have sticky recurring revenue, but they only focus on business and not consumer.
Neutron Detection, Medical imaging, Materials Science and like you said Quantum and Fusion. It’s only used in the most advanced applications and I believe the space race will exacerbate it even further. If Google or IBM have bigger leaps in quantum and if photonic quantum computing doesn’t beat it out I don’t see why demand wouldn’t grow at 15-25% CAGR into 2030+. I would take out He-3 entirely and ask whether the He-4 alone justifies the entry price for the next few years. I think it does but that is where your own conviction has to take over. Goodluck
Should I value invest IBM? Is the right place to ask?
is IBM a buy here? thinking of sliding into a 01/2027 call
Down 19% on fucking IBM SHARES wtf. Where do I buy $rope
Of all the earnings I could have played, I played IBM. Nice.
Read this. Essentially IBM has been performing wellx sermons haven’t missed, but because of nonsense AI hype expectations and over valuations in other companies (which is a bubble) their share price has been depressed. https://www.reddit.com/r/stocks/s/ta0m7y2krA
IBM is overvalued. Dividend under 3%. Would wait.
Ok I'll take the bait. What does IBM do nowadays? I have no idea what their business model is. I owned a bit of their stock about 15 years ago thinking it was undervalued then. I got out and never looked back.
ASTS, RKLB, AVAV, META, IBM ASTS is going to fundamentally change telecoms and they just released a massive finding tranche from Vodafone Europe from getting license approval. RKLB because space logistics is going to rocket in the next 5 years AVAv because drones, robotics and batteries are the future if defense and they have so many government contracts in the pipeline Meta is the only mag 7 that has never done a stock split despite 1500% value increase since IPO. IBM is hideously undervalued given their balance sheet and P&L. I can’t believe their price is as low as it is.
IBM murdered my portfolio last week. What’s gonna pop this week so I can make it back?
VM analyze the option chain of IBM for me
1. The "Wafer-Scale" Breakthrough Normally, a silicon wafer is like a giant sheet of cookies. A company like Nvidia "cuts" that wafer into hundreds of small individual chips. Those chips then have to talk to each other through wires and cables on a circuit board. Cerebras does something different: they keep the entire "cookie sheet" as one single, giant chip. Why it matters: On a normal Nvidia setup, data has to travel across "highways" (cables) to get from chip to chip, which slows things down. The Cerebras Advantage: Since it's one giant piece of silicon, the data moves at lightning speed across the whole surface. It’s the difference between mailing a letter to a neighbor (Nvidia) and just shouting across the room (Cerebras). 2. Speed vs. Volume (The "Inference" Battle) "Inference" is just the fancy word for an AI model actually answering a question. The text you shared breaks this down into two types of work: The "Nvidia" Strength: High Volume (Short Chats) Imagine a busy Starbucks. If you have 10,000 people ordering simple black coffees, you want a lot of small, efficient stations. Nvidia’s distributed architecture is like having 100 baristas. They can handle thousands of simple requests at once. The "Cerebras" Strength: High Intensity (Deep Logic) Now imagine one person comes in and asks for a 12-course gourmet meal that requires complex chemistry. The 100 baristas will trip over each other. You’d rather have one giant, super-powered kitchen where the chef doesn't have to walk far to get ingredients. This is why the text says Cerebras wins at coding, science, and business workloads—these tasks require "deep thinking" and long sequences of data that benefit from the speed of a single giant chip. 3. Prefill and Decode (The Secret Sauce) The text mentions the "pre-fill and decode split." This is how AI thinks: Pre-fill: The AI reads and understands your long prompt. Decode: The AI writes the answer out, one word at a time. Cerebras is incredibly fast at "Decode." Because the chip is so huge, it can store the entire AI model in its own memory (SRAM), meaning it can spit out words faster than any human can read. 4. Why now? (The Business Side) The "Nvidia" Monopoly: For years, companies only bought Nvidia because they were the safe, proven choice. "No one ever got fired for buying IBM," as the old saying goes. Risk Management: Now, Nvidia is so backlogged and dominant that companies are scared of being totally dependent on them. They are finally willing to take a "risk" on Cerebras because Cerebras has finally proven their tech actually works in the real world Geminied
Google is on the right track, but they are stunted by the fact that they are using microwave control which is not scalable to the size of a cryptologically relevant quantum computer. Their recent acquisitions of superconducting computing indicate that they are working on tackling that problem finally. They still need to solve the problem of long-range quantum interconnects in superconducting quantum computers. On the other hand, IonQ just released a very promising paper (https://arxiv.org/pdf/2604.19481) describing their system architecture for a large quantum computer with an error correction code in the same family as IBM's. IBM's plan falls short because their "bicycle" code requires long range quantum interconnects which are still a problem in superconducting systems. IonQ uses trapped ions and have proven long distance interconnectivity is possible with their technology, making their architecture much more feasible realistically. Quantinuum is also showing promise with that technology. Tldr: Unless Google can scale their qubit control system and create long-range superconducting quantum interconnects, it's possible trapped ion quantum computers may surpass them in scalability.
I bought a small amount of Intel ($1,000 CAD) after Trump announced that the US govt was gonna take an equity stake. If you understand the historic relationship between Intel, Microsoft, IBM, and the US government…… alongside with Trump’s commitments to the AI industry - to me this all spelled “ Intel will go up no matter what” and I made a conservative bet. My investment is up 118% - tendies made while watching CNN last summer lmao.
In 2010, I purchased 4000 shares after I had a meeting with an IBM purchasing manager and we were discussing them and they stated that IBM and other would not let them fail because they did not want INTC to be the loan CPU supplier at the time. They needed competition.
wow, highly regarded. prep for post-quantum encryption has nothing to do with it being incredibly imminent, it's just kinda fun/interesting, and is not the type of thing u wait to solve. AES-256 Is already the gold standard for symmetric crypto and is highly quantum resistant, asymmetric still kinda up for grabs but it's unlikely there'll be anything so earth shattering in the coming decade. this paper from last year estimates that breaking RSA-2048 would require like, \~1 million physical qubits operating w an extremely low error rate for days straight: [https://arxiv.org/abs/2505.15917](https://arxiv.org/abs/2505.15917) that paper is from a researcher at Google Quantum AI. estimates for AES-256 are hundreds of millions to billions. we just crossed 1k for the first time within the past few years, and i'm pretty sure it was IBM. you'll make money on google but it's not going to be because of some magical quantum breakthrough and
INTC consensus eps going into earnings was $0.02. They reported $0.29. They also raised Q2 guidance to $0.20. Analyst consensus was $0.06. IBM did not raise guidance. There’s concern AI will disrupt their consulting business, and growing only 1% seemingly validated that.
Generational LEAP opportunity for IBM. Bought an August $270 Call at 11 AM today, up 35% already.
meanwhile IBM beats everything and drops 15%
IBM is starting to pump buy!!
IBM now has lower p/e than GM.
Yet IBM posted outstanding earnings yesterday and they got hammered. I can't explain.
Buy IBM before they surge. Upgraded from hold to buy and relatively cheap rn
Think I’m staying cash over the weekend. IBM nuked me this week.
IBM another -2%, sure why not
Meanwhile, IBM has upgraded to Ketchup Lays
IBM are you listening
I dunno man I'm not a psychic. My current dumb play is a LEAP on IBM. It's down to $230 after a solid earnings and all the price targets are like $290-$320. I'm probably just burning cash but it's my game plan for this month.
But sometimes winners don't stay winners for long periods of time. Zoom was a "winner" until it wasn't. Cisco was a winner until it wasn't. IBM etc etc.
I bought NOW & IBM calls yesterday 🫠 I also thought Intel would go down on ER but didnt play lol
IBM looking at Intel like Harry Osborne looking at Peter Parker
Imagine I went full port on IBM yesterday instead of INTC. Sorry grandkids
INTC needs to join MSFT and IBM in the pit of despair.
I loaded up on IBM calls yesterday and burned my hands the next day, anything can happen really, but Intel will most likely tank
VM, is IBM having a bounce or a continuation?
Literally had a choice between Texas Instruments or IBM and I went IBM.
Bloomberg is confirming the specific catalyst. Here's what triggered the 1pm acceleration: **The proximate cause — Strait of Hormuz flare-up:** Bloomberg is reporting that **a flare-up in tensions over the Strait of Hormuz** sent oil higher around midday, "on concern that a prolonged closure of the waterway could worsen energy disruptions, boosting inflation and slowing the economy." This is the exact stagflation narrative I mentioned earlier — and it just went from "background worry" to "active catalyst." This fits the chart timing perfectly. The drop didn't start at the open on known news (IBM/NOW/TSLA were already priced in by 9:30); it accelerated sharply around 1pm when new Middle East headlines hit. That's why the move looks mechanical and fast — algos reacted to oil spiking and Hormuz headlines in real time.
I say CAR. What even is an IBM. I don’t invest in things I don’t understand. I bought a car last year. I’ve never bought an Ibm
Hm... should I buy IBM @ 239 or CAR @ 240
If you want to laugh, load up Google finance and click IBM 6M
IBM is a steal. They steal my money.
IBM babyyyyy let’s gooooo !!!!
IBM seems like a steal. Am I a regard?
Holy shit IBM sneaking up !!!!
Boomers will reload some IBM after lunch
Lol look at that wick on the daily for IBM. They picked up shares on the CHEAP.
Who had puts on IBM? I remember a bunch of shit talk on how they were just a dying consulting firm so let's see if the money followed the sentiment
VM What is the logical price to enter IBM then?
If I had any balls, I would put my entire port in IBM
VM analyze the option chain of IBM for me
IBM was kind of oversold after earnings yesterday... loading more
Yeah, he had the worst timing luck of any CEO but the management decisions he made 100% laid the foundation for MSFT being a $3T company today. Microsoft would be another IBM if not for Ballmer. Not taking anything away from Satya, who has been great and also a big factor.
IBM fucked me. And I wasn’t even in that fucking boomer stock. I hope the boomer board all get canned
IBM the best deal on the market !!!
Whole software sector crashing because NOW and IBM both beat earnings. Cool-cool-cool
IBM should just give that pussy up and go back to 190
Can't wait for my IBM calls to fuck me a new asshole as soon as market opens
Love having some IBM dong in me
Just bought IBM and NOW wish me luck
NOW, IBM, TSLA earnings bad
ASML, TSMC, IBM, NOW all beat and raised guidance, then dropped. They actually make money and have P/E. Seems extremely risky to hold calls through this.
I see Ballmer as Bill Gates’ bro translator similar to the Obama anger translator skit from Key & Peele. Gates hand picked Ballmer as his successor and within the ranks of the executives only he was perceived as possibly smarter than Bill. That time period in tech was kind of grim given everyone was reeling from the dot bomb era. In some respects Ballmer was a fall guy CEO and keeping MS from turning into as uncool of a company as IBM was his task while MS figured out a new identity in a post-Windows era.
The DOW is going to get annihilated tomorrow. IBM is down big. NOW is down big too.
IBM going to ZERO its old tech.
My God, how many times is IBM going to stuff 10 dicks in my ass
Like? Yahoo, IBM or HTC? From what I recall these were tech peers of apple for last decade or so.
Every 3 months, IBM puts a big dildo up my ass.