IBM

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

prozute

Counterpoint: HP started in 1935, IBM in 1911

ranting_chef

Wisdom tree quantum ETF has Microsoft, IBM, Amazon, Intel and Fujitsu in their top ten holdings.

Vast_Cricket

This is a promising technology that will only be available for dedicated research the near future like next year. Prior ones are for show and tell. Players can change due to uncertainty and lack of ecc correction capability for pure commercial use. I bought mine in Dec 23 at $52 and added more slowly. My return is +196%. Its YTY return is +67% while YTD rtn is an impressive +44%. IBM is building a wafer fab just to make its processor. It has been at it for more than 1/2 century. Success of a technology is evolutionary not revolutionary. Same with an investment. This is one field that will not print for a long time.

James_Reeb

So why do you loose your Time to speak about bitcoin here ? I m not on SpaceX or OpenAi threads as I just don’t believe in their future . Collecting dust on a radioactive planet is not a good business plan . Open Ai lose millions every day , and the future of Ai is local . Everyone driving his own Ai model , and IBM stil selllng mainframes with Ai cards . You can buy many things with bitcoin as the house where I leave now

SignificanceLate7002

It's also not a bad sign that their CEO was one of only three CEOs of quantum involved companies at the executive order signing. The others were IBM, and Google.

dvdmovie1

You act as if Reddit hasn't been going on about buying the MSFT dip that has turned into the 7 layer dip. This sub was robotically buying Mag 7 for the last 2-3 years despite the fact that the companies where the spending has been occuring has been the far better play than Mag 7. Could have done better in IBM of all things than MSFT since arguably the beginning of the AI theme at the start of 2023. This sub used to be interested in trying to find new themes early years ago, now it only starts getting interested in something after it's up 100% YTD. "their stocks have taken a beating because they spent all that money." Something like MSFT is also no longer an asset light company. They have built a legion of massive data centers that now have to be maintained whether AI works well for them or not - every data center they built is just future orders for updated parts/replacement parts/repair/etc etc etc. Even if the AI theme stopped tomorrow, normalized capex going forward will be higher - spending begets spending. Look at Meta, with Zuckerberg talking about being disappointed with their progress at a recent company town hall. If these companies bring a halt to spending, that is also perhaps admitting that the demand story isn't exactly what they've sold and will have to answer for a lot of the spending and choices that have gone on in recent years. So, IMO: 1) They keep spending and this recent dip in semis/etc is simply a pause that refreshes. They view this as a technological arms race that they have to win. Unless there's a major recession or shareholder uprising, the capex show goes on. 2) They take down capex spending partly or entirely but if that's for anything but "things are going so great" there's going to be some explaining to do. 3) AI is a bubble that pops and you aren't going to want to own the suppliers or mega cap tech that is now sitting with massive oversupply and a shit ton of data centers to have to maintain. In any case, these companies have to come up with more compelling AI-focused products or "we own a stake in Anthropic." I've lightly lessened supplier names lately but still have no interest in owning a MSFT. Have dialed up healhcare names I think may benefit from AI and healthcare/drug discovery.

EquivalentMobile7883

My guy I been talking about Meta and IBM for anyone that wants to hear, you still have chance to jump in

EquivalentMobile7883

IBM 300+ today, grab your calls

EquivalentMobile7883

28 minutes for IBM to start rocketing to 300+ and you are still not in?

ithastogoupfromhere

IBM reversal was free money, still holding

Neoshinryu

Can't be upset making money. But damn I wish I held IBM RKLB calls a few more days.

ithastogoupfromhere

IBM to 300

lost_in_haste

TSMC is ahead in this area. Google for yourself. IBM in five years, TSMC in 2030, less than four years.

EquivalentMobile7883

BB and IBM, once partners, are the only real plays

EquivalentMobile7883

IBM to 300+ tomorrow grab your calls

Escapement1

Met is the new IBM. The dinosaur us going to lose. Avoid this this garbage company.

PostBulky94

I mean dude, outside of reddit cope good luck finding anyone who thinks MSFT is a smart investment. It’s the modern day IBM

Candid_Payment_4094

I truly believe in 5-10 years time will see MSFT like some kind of Xerox or IBM. Yeah, they still exist but they'll be a shell of their former self

OrangMiskin

Should’ve bought IBM instead of microshit

CockSmash69

Whoever downvoted my IBM play pre market, how u feelin? 🫣🚂🚂

United-Hearing-8286

IBM

PuzzledAd8975

IBM looking for $300

Comfortable_Thing611

IBM up almost 2% thats alot for the boomers

TheMagarity

When I first started I didn't make much and I understood portfolio diversity was important. So I trickled small amounts into mutual funds. It was only after that built up some that I started buying individual stocks. I recalled an interview with Bill Gates back in the 90's about why he had bought IBM stock when the company was doing so badly. He replied that a lot of smart people still work there it's just that management had lost its way. So I buy large companies' stocks that are in the doldrums but still have a solid business. After 10 years or so they go up enough to make the wait worthwhile. Investing is a long game. Ironically perhaps, Microsoft was my best gain but it took 15 years.

PuzzledAd8975

IBM

d33p7r0ubl3

Could be but I don’t know why anyone expects a boomer company like IBM to innovate

Top-Composer-9585

IBM the new next SNDK wave

CockSmash69

$IBM ready to rip faces off

sentientshadeofgreen

Somehow this means my IBM stock will drop even more

supferrets

Shit take, INTC is likely going to 200 by EOY, IBM will probably drop another 8-15%. Made six figs off INTC and I’ve been right about every price level along the way

unhappyreach_

Instead of explaining why youre bullish on IBM and bearish on INTC you do this Why are you like this

InitiativeGlum2507

If you had half a brain, you'd sell INTC and buy IBM.

Proper-Store3239

The current AI companies basically all rely on cloud models. The cloud is great but the real news for AI is for robots and independent machines . That very much alive and advancing. The LLM in the cloud is just like how IBM pushed mainframes during the start of the internet. Don’t be fooled and yes a lot companies are going to blow up. Anyone who fires employees because of AI is a a contender to blow up. IF they had a clue they should be redeploying and retaining there workforce to increases sales.

mrmrmrj

You mean the option exclusion? Yes. It is in the IRS rule. Wash sale applies to "same security" and an option on IBM is certainly not the same security as the common stock.

riversandtrees12

I like Oracle and Microsoft but I consider Microsoft today’s IBM and Oracle I still see having growth.

heavensgravy

If you’re looking at alternatives to high-risk quantum/security stocks like LAES or similar microcaps, the stronger and more established options are mostly large technology companies that are already building real quantum computing and post-quantum security infrastructure at scale. IBM is the clearest example, since it is actively developing quantum computing systems and already deploying quantum-safe encryption solutions for enterprise and government clients. Microsoft and Amazon (AWS) are also strong alternatives because they are integrating post-quantum cryptography into their cloud platforms, which positions them directly inside global enterprise security systems. Google is more research-heavy but remains a leader in quantum computing development, while companies like IonQ, Rigetti, and D-Wave offer higher-risk but more credible pure-play exposure to quantum computing itself. Overall, compared to speculative microcaps, these companies have real revenue, institutional adoption, and clearer long-term execution paths, making them more stable alternatives for exposure to the quantum and cybersecurity trend. If you are looking for a penny stock alternative in the quantum cybersecurity space, one name that comes up is Quantum eMotion (QNC), a Canadian company focused on quantum random number generation and post-quantum encryption technology. Unlike companies such as LAES, it has not shown the same level of aggressive dilution recently and is often discussed as having a more stable share structure, although it is still early-stage and not profitable. The appeal is that it is trying to build real cybersecurity infrastructure using patented quantum entropy technology, which could become more relevant as demand for quantum-safe encryption grows. However, it is still a speculative small-cap and carries execution risk, so it is more of a higher-risk alternative rather than a safe replacement for larger established companies.

widerdog

IBM, microsoft and saas is dead

ThinkingOfTheOldDays

Msft, consulting business might weigh on IBM, as it has for accenture