IBM

962_Degrees_C

But why did you keep going? Was it offering more volatility to play than something else, or did you try to catch a good buy-in to long-term-hold and somehow got lost chasing that? I was buying some uranium stocks back in 2021 but think I don't understand anything about that market, in contrary to silver, which is as volatile but I have more confidence holding a bag full of and think I understand it role and market participants ant least a tiny bit. (Looked at your post history for a second but too dumb to find any old uuuu post) Microsoft's chart looked like a death-stab with a knife to me... and still does. I stay away from software anyway, but would have loved to buy some IBM for the rebound (I didn't know they where doing the exact same cobol-writing AI as the newcomer).

klippklar

I think your thesis is spot on, concerns about AI (especially Anthropic) replacing SaaS are overblown. I’ve been buying IBM and Adobe calls, but the expirations were too short. I’m staying cautious on calls though given the geopolitical situation, as it could escalate into round 2.

Independent_Name_601

Am I understanding the world right? The future is going to be Anthropic vs OpenAI similar to how it was Microsoft vs Apple? NVDA seems to be the IBM of the AI world

___positive___

Bagholder spotted. Sell it, sell it, you coward! /s More seriously, eh, MSFT leadership is mediocrity personified. No vision other than enshittification and trying to ride AI's coattails. Compare that to GOOG, who actually has research contributions to AI, its own AI software and hardware, diverse bets like Waymo, and so forth. It's very possible that Windows and Office are one AI app away from irrelevancy (don't need any other software for basic purposes). Claude turning into Office/Windows is the next logical step beyond coding, if Dario has any business sense, which he admittedly might not. And I don't even buy into all the AGI hype. Plus there's the risk of the AI bubble imploding. MSFT makes Maia or whatever but that's not nearly as developed as GOOG's TPUs ecosystem and vertical integration. GOOG is more sheltered from an AI implosion that MSFT. So if AI hype is real, Windows and Office are obsolete. If AI hype is fake, MSFT is left with a popping bubble. MSFT will always be around but the risk of turning into IBM and stagnating is very real.

Grouchy_Spare1850

I am going to give you a historical reference to why "the big fat panda " will lead at the end. in the 90's when the apple / Microsoft / IBM fights happened... IBM stepped out and went into another direction. Apple was forced to bring in Steve again, and to look at new design products because the slow lumbering ship called Microsoft was turning and refocusing. Microsoft then went to dominate the software wars that happened.. on the same note: Sears, because it lost it's focus in the 70's & 80's, fell to earth and is no longer around as the same Sears I grew up with in the 70's. Sear's has been replaced by Amazon, Ebay, and Ali Baba The only 2 that have slow moving ships are Google and Microsoft, and they are the biggest embeded system platforms, they can easily modify the API to throttle 3rd parties, like what happened to openClaw over the weekend I used Gemini for this : \## Rankings by Consumer Usage (MAU & Web Traffic) The top AI tools are generally ranked as follows, based on recent trends and reported site visits: 1. ChatGPT (OpenAI): This AI tool is the market leader with the highest global monthly visits and total user base. 2. Gemini (Google): Gemini is rapidly gaining users due to its deep integration with Google Search and Android ecosystems. 3. DeepSeek: This AI tool was a major breakout in 2025–2026, reaching the #1 spot on the US App Store and gaining massive traction for its high-efficiency reasoning models. 4. Claude (Anthropic): Claude is highly popular among technical users for coding and long-form reasoning. 5. Microsoft Copilot: This AI tool is extensively used within enterprise environments due to its Microsoft 365 integration. 6. Perplexity AI: Perplexity AI leads the "AI Search" category with steady growth in monthly active users.

Columbus_Hill

Is Microsoft IBM 2.0? I’m in the name and I hate myself for it. There is never any ai news, Anthropic is killing it and Microslop just flushing billions down the toilet with no innovation, no announcements, just a sh1t dividend. I wish I had just bought more Amazon.

twenty_three_three

Microsoft is making products that nobody really likes, but caters to everybody at the same time. It's going to be around for a while, at least the next generation. It'll get hit hard by their AI missteps, but they just print money for the sake of existing. I'm not going to invest in them, but there's a risk in taking a short too. IBM got brought up earlier, MSFT will be treated the same. A company that can't innovate, makes poor aquisitions, but nonethess has psuedo monopoly contol over key segments.

MostOfYouAreIgnorant

They’ve got two major things against them right now: - lagging on AI - Apple Neo MacBooks - Gaming division is in free fall The Neos have been literally flying off the shelves and Microsoft is unlikely able to stop this. We’re gonna see a very meaningful % of their revenue eaten up because of this. For gaming, they’re falling so much they’ve literally hit terminal velocity. It’ll take 2 generations of consoles to get back to the market share they had at their peak. And it’s unlikely that’ll happen given how little Satya seems interested in it. This is a meaningful portion of their revenue that’s been in decline over the last decade. For AI, I won’t even bother saying how badly they’ve fumbled. We all know it. I don’t see this as a Google underpriced situation, I see this as a Microsoft becoming the next IBM situation. Slow decline into pure irrelevance.

VictoriaAutNihil

MSFT, PANW, PLTR, ORCL, IBM and many other tech stocks were down today after yesterday's euphoric rise. Nobody's optimistic, it's more of a wait and see attitude. Remember who's in the White House along with his pet imbecile Hegseth.

DeezCodeNutz

IBM now a super-turd

HotTruth999

Worse than IBM. At least IBM was able to reinvent itself several times. Microsoft is good at trying to put their competition out of business and locking in enterprise customers who have no wish to remain. As soon as they can escape they will run for the hills. MSFT is nothing more than an expensive China-lite borrower of other companies’ innovation. What do I mean? MSDOS was copied from a 3rd party QDOS for 50k MS networking was copied from Novell The Microsoft mouse was copied from Xerox The GUI on Windows was copied from Xerox & Apple Excel was copied from Lotus 123 Exchange was copied from Lotus Notes Word was copied from WordPerfect IE was copied from Mosaic and Netscape Windows NT was copied from Digital Equipment Corporation VAX VMS Azure was copied from AWS Xbox was copied from Sony ps Etc etc etc They haven’t a creative bone in their body.

Proof-Necessary-5201

Microsoft is a sinking ship: 1. No powerful and competitive AI model 2. No custom chips for data centers like Google TPUs 3. WIndows in a dire state with competition increasing 4. Xbox is a joke 5. No presence on mobile 6. No vision Microsoft is the next IBM. If that's enough for you, then good.

longGERN

Did you know that IBM provided a payroll system to the Canadian government and in 2018, issues in the software lead to pay errors in almost all government employee, and it has so far cost around 3BN maple syrup dollars to fix?

Ninjahedge-G

We would like to, but there are so many pages that the Dems can only get on the 7 IBM Aptivas that they put in for access it will take a bit of time. And those dot-matrix printers? Who has a spare floppy?

thealex7r

IBM specifically

First-Hotel4694

I own MSFT and expect to keep it at least through earnings. MSFT has both the cash flow and money on hand to build out it's data centers which are the big concern as I understand it amongst investors. The stock has sold off along with other SAAS stocks but many will come back and some will come back with a vengence. I'm not looking to strike it rich with MSFT but I do expect it to do well over the long run and it's an investment like IBM which I also own for the long term at least in my opinion.

Jealous_Archer_4522

Sometimes if okay not reply green because IBM just to post shit to fuck with the bots numbers forever included.

RandomRedditor5689

As with most things related to margin and options, the devil is in the details. You need to have more going on in your portfolio and be leveraged up pretty high for this to be an issue from a practical standpoint. In a "normal" situation, being long a calendar won't be a margin risk. Consider the extreme ... for example, you own 100k of IBM stock, you borrow 75k against it to buy a calendar on SPX (assuming IBM is 75% marginable). If that calendar looses value and IBM doesn't rally, you will have a margin call.

zonk84

Sounds fair.... FWIW, my 2 cents both as an investor but also as an IT pro for 25 years now? My view on MSFT is that like IBM a generation or two ago? It ain't gonna crash and burn. *Maybe* \- and I don't think it will - it slides into a "solid value" play. Why? First, the revenue splits on "software" - at least, consumer-driven - has already collapsed. Something like 4% now. They *do* still own commercial suites - maybe that changes, too - but I say this working for a large multinational? I'd be shocked - despite being knee-deep in AI and embracing brave new worlds - if that market share collapses. Sheeeyyyyiiittttt.... My company is hardly a trog - but we don't even allow use of Zoom or etc. It's all gotta be Teams. I don't see them losing that corporate market - which is far bigger, revenue-wise - any time soon. That's without even talking basic OS. Second, they're aggressively going after cloud share -- I live in a hell that has me dealing with both AWS and Azure, in different spaces. I have lots of haterade for both, in different ways.... but in general? Azure is improving; AWS is pissing me off more and more. Third, the AI investment/integration? Personally, I like Anthropic/Claude.... but GPT (and GPT-powered Copilot) is pretty nifty. Firms are - quite properly and correctly - worried about security and IP. MSFT/GPT is leading the way on that -- IP protection, security, etc. Pair that with their commercial/corporate penetration? Well-situated in the near term. Whatever on the charts and the emerging technology.... As an investor and a longer term buy-and-hold guy? I'm not expecting multiples, but I think MSFT remains a solid backbone.

VictoriaAutNihil

DOW already down 300 (9:50am est). I sold off some stuff yesterday: AMAT, IBM, CSCO, made a nice gain, as I didn't have large positions in any of them, I figured take the money and run. Keep it in a t-bill and when the dust settles from this Iranian debacle, jump back in. Holding my bigger positions, NVDA, AMD, MRVL, GOOG, AMZN & AAPL. They'll probably get hammered, but I think these companies have the ability to bounce back quickly. Using last April's tariff fiasco as an example, and even the Covid-19 correction, these aforementioned stocks recovered in a relatively short period of time. Unfortunately, Trump is such a loose cannon and Hegseth is an incompetent moron, that if this escalates into something long term, recovery could take longer than expected.

thealex7r

PUMP IBM somebody

3boobsarenice

This, I worked in banking and ran an IBM 3890

Naive-Suit3916

Was in finance and had to sell IBM and NVDA 10 years ago. Any trades would have to be pre-approved. I put the money in index funds instead.

AlternativePlay3593

I tried the butterfly position on ticker MSTR ? is that the issue - meaning MSTR it is not Illiquid enough? does MU, SMH,IBM.ARM,SNDK will behave differently?

Culass31

C'est une excellente approche. Ton passage chez un conseiller financier t'a donné le meilleur des enseignements : le "stock picking" de long terme n'est pas un pari, c'est une discipline mathématique. Le danger que tu décris, ces jeunes qui achètent sans recherche, c'est précisément ce qui transforme la Bourse en casino pour les uns et en machine à richesse pour les autres. La réussite sur 10 ou 20 ans ne repose pas sur la chance, mais sur la capacité à filtrer systématiquement la **Qualité**, la **Valeur** et la **Solvabilité**. C'est pour automatiser cette rigueur (celle de ton ancien patron) que j'ai créé **ValorysTrader**. L'idée est de passer du "je pense que..." au "les chiffres disent que..." en 30 secondes. Voici comment cette approche quantitative permet de sécuriser un portefeuille de long terme : **1. Ne plus confondre "Notoriété" et "Solidité"** C'est l'erreur numéro 1 des débutants. On achète ce qu'on connaît, sans regarder le bilan. * **L'exemple Boeing ($BA) :** C'est une marque iconique, mais l'analyse quantitative révèle un **Altman Z-Score de 1,27**. Ce chiffre place l'entreprise en "zone de détresse financière" réelle. Avec une dette de **52,8 Md$**, ce n'est plus un investissement serein de long terme, c'est un dossier à haut risque. **2. Identifier les vrais "Compounders" (Machines à intérêts composés)** Pour le long terme, on cherche des boîtes qui dominent leur marché et génèrent des retours sur capitaux massifs. * **L'exemple Ferrari ($RACE) :** Au-delà du prestige, l'outil confirme un score de qualité exceptionnel de **97/100**. Pourquoi ? Parce qu'elle affiche un **ROE (Rentabilité des capitaux propres) de 43,22 %** et un avantage concurrentiel (Moat) quasi imprenable. C'est ce genre de data qui permet de dormir tranquille. **3. Patienter pour le bon prix** Même la meilleure entreprise du monde peut être un mauvais investissement si on la paie trop cher. * **L'exemple IBM :** Les fondamentaux sont solides (dividendes depuis **30 ans**), mais l'analyse technique montrait récemment un score de seulement **15/100**. L'IA suggère alors d'attendre une zone d'entrée optimale (autour de **234 $ - 238 $**) plutôt que d'acheter dans l'euphorie. Le but de Valorys n'est pas de choisir à ta place, mais d'agir comme un assistant de recherche qui aura déjà lu les 200 pages du rapport annuel pour toi. Si tu veux tester tes premières idées d'actions avec cette méthode, tu peux générer **3 analyses gratuitement** sur le site. J'en offre **7 de plus** à ceux qui veulent rejoindre la communauté pour structurer leur apprentissage : [**valorystrader.vercel.app**](http://valorystrader.vercel.app) D'ailleurs, dans les portefeuilles que tu as vus chez ton ancien conseiller, y avait-il un critère financier (le cash-flow, la dette...) qui revenait plus souvent que les autres pour valider un achat ?

Culass31

On est tous passés par là. C’est le "biais de confirmation" à son apogée : on voit un commentaire bien écrit sur Reddit, notre cerveau fait un raccourci et on se convainc qu'on a trouvé la pépite du siècle. Le problème, c'est qu'entre l'enthousiasme d'un inconnu et la réalité d'un bilan comptable, il y a souvent un gouffre. C'est exactement pour arrêter de "parier" sur des commentaires Reddit que j'ai automatisé mon propre processus avec **ValorysTrader**. L'idée, c'est de transformer ce "process sur papier" que personne n'a le temps de faire en une analyse de 30 secondes pour vérifier si l'idée tient la route. **Le "Sanity Check" en 3 étapes (pour éviter le FOMO)** Plutôt que de faire défiler des rapports d'analystes souvent biaisés, l'outil passe l'action au scanner via une approche quantitative pure : * **Le Diagnostic Factoriel** : Je croise les critères de **Buffett** (qualité), **Graham** (valeur) et **Lynch** (croissance). Par exemple, une action peut avoir une super "story" sur Reddit, mais si son **Piotroski F-Score** est bas ou son **Altman Z-Score** indique un risque de détresse financière, le signal passe au rouge direct. * **La Vérité des Chiffres** : Je regarde des metrics impitoyables comme le **ROE** (Rentabilité des capitaux propres) ou la croissance réelle des bénéfices (**EPS CAGR**) sur 5 ou 10 ans. Si le "gars sur Reddit" dit que ça explose mais que les chiffres montrent une érosion des marges, tu sais à quoi t'en tenir. * **Le Timing Technique** : Même si la boîte est géniale, l'IA regarde le momentum (RSI, MACD, Moyennes mobiles) pour te dire si tu achètes en plein sommet ou sur un support solide. **Un exemple concret : IBM vs Boeing** Prends **IBM** : les fondamentaux sont hyper solides (score Lynch de **70/100**, ROE de **32,3 %**), mais la technique était très faible récemment (score de **15/100**). L'outil te dit "Attends" au lieu de foncer. À l'inverse, un dossier comme **Boeing** montre des signaux de détresse financière (**Z-Score de 1,27**) et une dette massive (**52,8 Md$**) que l'on ne voit pas forcément sur un simple graphique de broker. Bref, l'objectif est de garder le côté "fun" de découvrir des idées sur Reddit, mais d'avoir un garde-fou mathématique pour ne pas transformer son portefeuille en champ de mines. Si tu veux passer tes prochaines "pépites Reddit" au scanner, tu peux faire **3 analyses gratuitement** sur le site. Et si tu veux automatiser ça sur le long terme, j'en offre **7 supplémentaires** à ceux qui rejoignent la communauté avec leur mail : [**valorystrader.vercel.app**](http://valorystrader.vercel.app)

HARCYB-throwaway

"nobody gets fired for buying IBM" and the speed of enterprises, when combined, means that you could offer a golden widget that gives +20% efficiency and it would take 5 years to get the paperwork signed. I work in enterprise sales at IBM.

Foreign-Package-4359

I agree. They were a BI company that competed with Oracle, SAP, IBM, Anaplan, Qlik and others for many years. Just a standard enterprise software company. Kind of a legacy software company. Their core business was not performing that well. Then they got on this buying Bitcoin kick. Their core business now just seems to be buying Bitcoin and hoping the price goes up. If you want to speculate on Bitcoin, I'm not sure why you wouldn't just buy Bitcoin. 

Boromir-Wants-

My grandfather was a tan commander. Lost three tanks. He literally lite up metal detectors. Worked at IBM midfke mgt for 39 yrs. Had over $1.6m in stock. Lived in a 3 bedroom 1300sqft house and drove a diesel 82 VW rabbit. Nice inheritance for my Dad

VegaGT-VZ

False dichotomies never work There are plenty of other options. One being, AI is legit, but the current financials and approach to scale are not. So a bunch of capital gets incinerated, then out of the ashes someone figures out how to scale and make a product that's actually profitable. Mag8 or whoever is getting desperate because they bet the farm on one path that doesnt look to be bearing fruit. But that doesnt mean there arent other paths. I like what IBM is doing for example and think small focused localized models..... basically self running ML.... is interesting and solves a lot of problems of the all encompassing mega model. If an enterprise can spin up focused models on their own servers and data for their specific needs, thats a win for whoever can provide that AI. That is NOT what the Mag8 are pushing or betting on

renewambitions

Keep in mind that quantum is going to be a long-term investment, the tech has a long ways to go... still very much so in its infancy stages. Most of the smaller companies on the market right now are research companies, honestly it's going to be a massive gamble on who comes out ahead as leaders in the industry and it's very likely quite a few of these will disappear. The boring answer? The most likely long-term dominant players are going to be Google and possibly IBM who are pouring tons of money into quantum research; Google just opened up a research arm in Boulder, CO. Now, it's likely that all the quantum stocks might pump on massive breakthroughs... rising tide lifting all boats kind of thing, but it's no guarantee. If you're really looking for the gambles, I'm personallly most interested in INFQ which recently came to market via SPAC and wasn't a part of the massive quantum hype rally last year. It has real tech, has products its currently selling with government contracts (sensors), and has been exploring the quantum compute method that Google is now researching as well. I also think QBTS is interested with their quantum annealing; it's not going to be the broader kind of quantum tech/compute that most people think but it has high potential for niche applications.

TherealCarbunc

I've seen you on X and your thesis is based on bad logic of the fundamentals imo SoFi is a primary transactional bank for a lot of it's user base. People use SoFi to receive their paycheck, pay rent, buy groceries, and pay off student loans. Ally Bank, Synchrony, and Marcus are largely used as secondary **High-Yield Savings parking lots**. People dump $30k into Ally and never touch it. A $3,500 transactional account with an active direct deposit is vastly more profitable via interchange fees and loan cross-selling than a dormant $30k savings account is to Ally. Comparing the two is comparing apples to oranges in the business model. SoFi is building and integrating a massive global tech infrastructure (Galileo and Technisys). Legacy banks (Peer Group 1) offshore their ancient IT to IBM or Fiserv and sit on decades of amortized assets. SoFi is front-loading massive R&D and engineering costs to build the new age rails of the financial system. Judging SoFi’s tech-heavy overhead against a 100-year-old regional bank is like looking at Amazon in 2013 and calling it a terrible, bloated bookstore (real bear critique from then). Bonus hunters are still required to set up direct deposit through payroll; SoFi's terms require $5,000 in direct deposits within a 25-day window just to trigger the maximum sign-up bonus - any bank carries the "bonus hunter risk" when they run them. I've seen PNC run them at $300 bonus's or more at times --- they seem to be doing just fine. Good luck with your puts though. I'd close them out ITM as structurally from a pure TA and options analysis it looks fairly likely to have found a floor in this range. If smart money thought any of this was a problem they wouldn't have purchased equity directly at $27.5 or they'd be shorting at a rate higher than 50% ratios in the darkpool as shown by other distressed companies like NFE consistently holding 50-68% short volume ratio I guess you dropped the theory you had where you misread the business structure and thought another ticker was related to SoFi.

stenlis

I got flashbacks to 2014 when Walmart and IBM claimed they were cloud provider.

One-21-Gigawatts

I’m with you. I’m doing the same with IBM with a longer time horizon

m_sobol

Oracle feels like IBM , falling in a dying decline. But the Ellisons hooked onto the AI hype and Maga bandwagon to boost their fortunes and relevance

External_Anteater730

Uh... IBM? Blockbuster? No thanks "Everything" converged to Big Tech, but look at retail and commodities. Sustained decline afterwards.

skeleton-is-alive

Cloud ai is going to collapse so hard once people realize that local models can do 90% of what they need. I don’t think the market realizes this at all. Its IBM vs the personal computer all over again.

HARCYB-throwaway

Hahha sure buddy if that makes you feel better. My mom actually followed my early trades in 2017 and she turned $10k into $250k. I'm sure she would be happy if I wanted to live in her basement, but I like my house in Texas with a pre pandemic mortgage rate of 1.8% Enjoy the desk job buddy, my old IBM job was great. Gym, catered lunch, 3 days per week in the office and no work on wfh days. $150k base and $150k commission. Hope your setup is similar.

GuwopGOAT

Microsoft is going out like Intel and IBM

SilverVikingTT

GET READY BOYS !!! The War Will Escalate Today ! Iran Will Start To Attack American Companies ! Companies listed include Cisco, HP, Intel, Oracle, Microsoft, Apple, Google, Meta, IBM, Dell, Nvidia, JPMorgan Chase, Tesla, General Electric, Boeing and others. The statement indicates this would take effect from 8:00 PM Tehran time on April 1. Iran will start to attack this evening ( Iran Time ). Trump is lying about the war, like always. ITS NOT BULLSHIT ITS TRUMPSHIT !

SilverVikingTT

GET READY BOYS !!! The War Will Escalate Today ! Iran Will Start To Attack American Companies ! Companies listed include Cisco, HP, Intel, Oracle, Microsoft, Apple, Google, Meta, IBM, Dell, Nvidia, JPMorgan Chase, Tesla, General Electric, Boeing and others. The statement indicates this would take effect from 8:00 PM Tehran time on April 1. Iran will start to attack this evening ( Iran Time ). Trump is lying about the war, like always. ITS NOT BULLSHIT ITS TRUMPSHIT !

SilverVikingTT

GET READY BOYS !!! The War Will Escalate Today ! Iran Will Start To Attack American Companies ! Companies listed include Cisco, HP, Intel, Oracle, Microsoft, Apple, Google, Meta, IBM, Dell, Nvidia, JPMorgan Chase, Tesla, General Electric, Boeing and others. The statement indicates this would take effect from 8:00 PM Tehran time on April 1. Iran will start to attack this evening ( Iran Time ). Trump is lying about the war, like always. ITS NOT BULLSHIT ITS TRUMPSHIT !

SilverVikingTT

GET READY BOYS !!! The War Will Escalate Today ! Iran Will Start To Attack American Companies ! Companies listed include Cisco, HP, Intel, Oracle, Microsoft, Apple, Google, Meta, IBM, Dell, Nvidia, JPMorgan Chase, Tesla, General Electric, Boeing and others. The statement indicates this would take effect from 8:00 PM Tehran time on April 1. Iran will start to attack this evening ( Iran Time ). Trump is lying about the war, like always. ITS NOT BULLSHIT ITS TRUMPSHIT !

SilverVikingTT

GET READY BOYS !!! The War Will Escalate Today ! Iran Will Start To Attack American Companies ! Companies listed include Cisco, HP, Intel, Oracle, Microsoft, Apple, Google, Meta, IBM, Dell, Nvidia, JPMorgan Chase, Tesla, General Electric, Boeing and others. The statement indicates this would take effect from 8:00 PM Tehran time on April 1. Iran will start to attack this evening ( Iran Time ). Trump is lying about the war, like always. ITS NOT BULLSHIT ITS TRUMPSHIT !

TheWizardOfFries

Iran claims it will be targeting 18 US technology companies, stating that for every assassination carried out by US-Israel, we should expect the "destruction of their respective units" starting from 8:00 pm Tehran time on Wednesday, April 1, in retaliation. The listed companies include the Mag 7 in addition to Cisco, HP, Intel, Oracle, IBM, Dell, Palantir, JPMorgan, Tesla, GE, Spire Solutions, Boeing and UAE-based artificial intelligence company G42

gamusils

i upvoted your comment. Based on reports as of April 1, 2026, Iran's Islamic Revolutionary Guard Corps (IRGC) has threatened to launch attacks against U.S. technology companies, labeling them "legitimate targets" due to their alleged involvement in supporting US-Israeli operations. Key Details of the Threat: Targeted Companies: The IRGC specifically listed 18 U.S. technology companies, including Google, Microsoft, Meta, Apple, Tesla, Oracle, Intel, HP, IBM, and Nvidia. Timing: The threat stated that strikes against U.S. tech company offices—particularly in regions like Jerusalem, Tel Aviv, and Abu Dhabi—were scheduled for April 1 at 8 p.m. local time in Iran, which is 12:30 p.m. Eastern Time (EST).

Ok_Cry7572

Iran is planning to finish Dubai. IRGC has ordered all employees of Tesla, Google, Microsoft, Nvidia, Apple, IBM, Intel and JP Morgan to leave immediately. Universities and desalination plants are also legitimate targets.

horseisahorse

>The Guard said US ICT and AI companies were "the primary element in designing and tracking assassination targets" and would be treated as legitimate military objectives going forward. The statement named Cisco, HP, Intel, Oracle, Microsoft, Apple, Google, Meta, IBM, Dell, Palantir, Nvidia, JP Morgan, Tesla, GE, Spire Solution, G42 and Boeing. >The Guard set a deadline of 8pm Tehran time on April 1, stating that "for every assassination in Iran," a facility belonging to one of the listed companies would be targeted. [https://www.intellinews.com/irgc-threatens-to-strike-us-tech-companies-in-retaliation-for-assassinations-434840/](https://www.intellinews.com/irgc-threatens-to-strike-us-tech-companies-in-retaliation-for-assassinations-434840/) Something I'm unclear on is if this means additional assassinations or prior assassinations

Kabrosif

Tomorrow the following companies will be targeted for destruction by Iran at 8pm April 1st Tehran time. Cisco, HP, Intel, Oracle, Microsoft, Apple, Google, Meta, IBM, Dell, Palentir, Nvdia, JP Morgan, Tesla, GE, Spire Solutions, G42, Boeing. All employees are advised to stay away within 1km of these facilities. Bullish

xRedStaRx

Why is Spire Solutions, a no name local cybersecurity company on that list? Seems like someone from IRGC is asking gemini to create a list for tech companies in the region 1. Cisco 2. HP 3. Intel 4. Oracle 5. Microsoft 6. Apple 7. Google 8. Meta 9. IBM 10. Dell 11. Palantir 12. Nvidia 13. J.P. Morgan 14. Tesla 15. General Electric 16. Spire Solutions 17. G42 18. Boeing

True-Delay1033

The list of U.S. companies threatened by the IRGC: 1. sisco 2. HP 3. Intel 4. Oracle 5. Microsoft 6. Apple 7. Google 8. Meta 9. IBM 10. DEL 11. Plantier 12. Nvidia 13. GP. Morgan 14. Tesla 15. GE 16. Spire Solution 17. G42 18. Boeing

kawkface

BREAKING: Iran's IRGC issues a warning that they will target 18 US technology companies if the US continues "targeted assassinations" of Iranian leaders, beginning on April 1st. The companies include Nvidia, Apple, Microsoft, Google, Tesla, Intel, Oracle, IBM, Meta, Boeing, and others. Brooooooo

the_mind_goblin1

The list of U.S. companies threatened by the IRGC: 1. SISCO 2. Hewlett Packard Enterprise 3. Intel 4. Oracle 5. Microsoft 6. Apple 7. Google 8. Meta 9. IBM 10. Dell Technologies 11. Plantier 12. NVIDIA 13. J.P. Morgan. 14. Tesla 15. GE 16. Spire Solution 17. G42 18. Boeing

Pleasemakesense

IRGC warns major US tech and defense-linked companies will be treated as legitimate targets in response to recent attacks in Iran Cisco HP Intel Oracle Microsoft Apple Google Meta IBM Dell Palantir NVIDIA JPMorgan Tesla General Electric Spire Solutions G42 Boeing

CD274

Red hat, so IBM

Gladiz1972

You are selling CSPs on MU ? wow that takes brass cajones I also sell them but on IBM ,Mcd ,SLV ,IWM .Forget those enormous premiums on MU look how fast the stock moved down from 400 + ,

nevyn

I mean ... why? What do you see as any possible upside? Their entire existence has been making garbage copies of other people's ideas. Their only real success was when IBM gave them a giant monopoly and they criminally used that to become rich. I guess excel and word were kind of good/liked ... maybe you think those are coming back again?

JJdante

MSFT the new IBM?

EventHorizonbyGA

During the Korean War, from 1950 to 1953, he held nothing related to the war. He held Western Insurance, GEICO, an oil company (not one of the best performers) and some leverage trusts. He also didn't own the best performing stocks of the 1950s. IBM, JCPenny, Humble Oil etc...

BullishonOptions

As far as I know Alphabet and IBM among others are tinkering with QC already. I don’t think they will do what Kodak did disregarding the digital camera on its day because film was bringing a ton of money. So look how Kodak ended. Just my nickel since the penny is not minted anymore.

Ochopuss

I just named a few. IBM is another one. But they didn’t see the rally last summer like QBTS, RGTI, etc..

TJMBeav

Microsoft was dead money for a very long time. I remember it trading at very pedestrian PEs. Similar to Intel and GE and IBM...it really all depends on where you start that X axis!

BNA-mod

I bought, but very light… AMZN, NVDA, AIRJ, SSO, IBM, LLY, SOFI, ASML, BK. And when I say light, I mean light. Figure it’s DCA time. The market is basically almost back to where it was and I don’t see it dropping much further. If you include an inflationary factor of 2.4% for the past year, the amount of devaluation of your dollar, the S&P is up about 9.6%, the NSDQ is up about 18.5% and the DJIA is up about 8.5%. I believe that’s a reasonable point to DCA.

Agitated_Potato7905

I just think their operating system doesn’t work well, their AI strategy (not including OpenAI) is behind, their search and AI are slow - not just to generate tokens but even for the app/website to open, they are not going to retain office dominance as many new tools doing better or equivalent are being launched using AI everyday now. Though I like this stock price, its the most diversified tech company in the World! They don’t have all eggs in consumer market like Apple, Meta which are prone to be affected by recessions (maybe not Apple as it serves high income), they have strong enterprise and small businesses part not are not only behind the scenes enterprise business like IBM, their revenues are from ads, softwares, cloud platform, Windows platform, devices. And also quite well diversified geographically and for different income groups. So pros is they own 27% OpenAI and cons is they don’t know how to make technology work well - even when it’s so easy to make software now.

EscortSportage

IBM, MSFT, also eye balling JPM

Ok-Adeptness-5834

Apple is still barely investing in AI. Major companies miss the boat all the time. Look at where IBM is now. And Microsoft and Amazon both missed the smart phone boat. Google missed the social media boat. Intel missed the GPU boat. Facebook rammed straight into the AR/VR iceberg.

BiglyStreetBets

IBM, AOL, Cisco etc. were tech companies too, which in the 80s were profitable, ultra mega-caps, again in tech.... These types of companies either don't even exist anymore, or took DECADES to recover... These were the tech giants of their day.

twenty_three_three

msft deserves everything that's coming their way. only so many times you can burn your customers. the AI money has been so malinvested at that company. rentiers that will fade to obscurity ala IBM. They will peter around for the next 30 years and do nothing.

Crowleyer

So why not Intel or IBM? Checks all if not all your pints xd

AccountOfMyAncestors

no one even thinks about IBM's existence, let alone rooting for their downfall

pm_me_yo_creditscore

IBM

post-mortem-malone69

IBM grandma approves of this comment

HARCYB-throwaway

Open pilot costs $800 and installs in almost every car since 2018. I dont have to drive to work anymore. I eat breakfast and scroll while my Grand Cherokee takes me to the IBM office. The future is here is you adopt it.

Trashman56

“A computer cannot be held accountable. A computer must never make a business decision” - IBM PC manual

Vegetable_Push6542

Loaded SMCI when it was -6%. Easiest dip of my life. Missed HIMS, missed IBM, will not miss this dip.

VictoriaAutNihil

NVIDIA (NVDA) is overwhelmingly rated as a Strong Buy by analysts, driven by massive AI-driven data center demand, with consensus suggesting significant upside potential. Most analysts recommend buying, with 12-month price targets averaging over $260, indicating confidence in continued growth despite high valuation. NVIDIA (NVDA) is overwhelmingly rated as a Strong Buy by analysts, driven by massive AI-driven data center demand, with consensus suggesting significant upside potential. Most analysts recommend buying, with 12-month price targets averaging over $260, indicating confidence in continued growth despite high valuation.  This is where I'm going. Sold my PLTR, CSCO, MSFT & IBM and put the capital gains (less 20%) plus my original stake into buying more NVDA. I think they will be the rebound leader and by mid-2027 will add to their most valuable corporation by an overwhelming margin over AAPL, GOOG, MSFT & AMZN (2-5).

VictoriaAutNihil

Sold IBM, MSFT, PLTR, CSCO; put aside what I invested, then put aside 20% to pay the capital gains, and then with my original outlay plus net gain I purchased NVDA. They will be the bellwether stock to rise out of the doldrums and shrug off the Iranian debacle. One of the few stocks that is still getting consistent strong buy signals from over 40 analysts currently following the stock. Many other tech high flyers, while not getting sell/strong sell signals, are getting hold, strong hold, moderate buy, buy recommendations from analysts.

Ancient-Swordfish292

>The strategy is to find well-run, growing companies, buy shares in them, and hold forever. Like US Steel, Standard Oil, AT&T, GE, IBM, and Kodak.

Automatic-Search-384

IBM is one of the companies that are pretty far with their quantum computning development, their stocks can be next nvidia in next 10 years, or maybe not, I don't have a crystal ball. :-)

East-Description-243

You’re using leverage. You can buy the contracts at a lesser price than the shares. In this guys case he now has equivalent 1500 shares in contracts he bought for $12k, if he’d bought shares it woulda cost him $600k. If the price were to take off quickly in the right direction it could be quite profitable for him… if it moves slowly or goes down like it has for him he will lose money quickly. Longer out strike date the more expensive the option will be. LEAP is just a long dated option. The theta (time decay) will be more detrimental and will accelerate the closer the options get to the expiration date especially if he is OTM. This is a pretty regarded explication. I’m a LEAP fan. They can actually make fast gains too if you get lucky on your timing. I made a 250% gain on some IBM leaps in 20 hours and have been hooked ever since😂

ssdd1834

Got it! Shorting Microsoft IBM, and NetEase

savanik

So the dot-com boom was largely late 90's, which was fueled by enormous amounts of speculative investing on new companies and technologies, many of which blew up in people's faces. The reason that happened, though, was that in the 1980s, there was the era of early internet services that became immensely profitable. Compuserve, Sun Microsystems, Cisco, AOL, Microsoft all made massive amounts during this time. There were a lot of failures, but there were a LOT of huge successes. IBM almost missed the bus but still managed to capitalize on a lot of B2B items. And of course, every single other investor with free cash jumped into the market trying to be the next Microsoft in the 90s.

TheFrugalEngineer

Research a company called IBM

LateNightTemptations

I know IBM did that

KweenieQ

* 6 * Inflation hedge (equities) and capital preservation (stable value). Pension supplement (annuities). * Around age 25. There was this new thing called SIMPLE IRA. A few years later, there was this next new thing that became known as 401(k). That got most of my money over the years. * IBM. Accumulated a bunch in the 80s and then sold it at peak to buy a car outright. Accumulated a bunch more and sold most of it not too long ago to harvest long-term capital gains. I keep a small position for old times' sake. It's a decent dividend stock. * More closely than I used to, because I have more time. I'm generally a buy-and-hold investor but keep a small sandbox account to play with. * I have a plan. I rebalance or fill gaps against the plan. With the market as concentrated as it's been lately, I tend to sniff sectors that make sense given the broader market.

RTiger

Downside is a prolonged drought. Lots of blue chips become cow chips. It happens way more often than beginners realize.  IBM was once the bluest of blue chips. It is rarely mentioned any more. Large scale economic changes can make a stock near irrelevant. Someone that has a large holding may ride that train to financial oblivion.  A secular bear market can add insult to injury. During major bear markets average stocks might be cut in half. Leading stocks might see worse. Sometimes the stock gets a new lease on life. Sometimes the company becomes near irrelevant.  Doesn’t have to be a tech related company. Talking heads mentioned Disney today. A market leader in theme parks, movies, streaming. It’s been ten full years of stagnation. And this is during a booming bull market. 

NoThankYouRatherNot

Buying Microsoft in 2026 has the same energy as buying IBM in 2012

Proper-Plantain9387

After IBM formed the partnership with Datavault - that is when the big $ jumped on board... so always follow the BIG money! IBM is providing engineering and technical sales support to accelerate Datavault’s product roadmap. They are focusing on [watsonx.ai](http://watsonx.ai) and watsonx.governance as it leverages IBM's AI governance to ensure secure, compliant data trading. The deal includes a significant $23M+ licensing agreement for IBM technologies, and a partnership to deploy Datavault in additional metro areas by early 2026.

jopausl

I firmly believe it there's a lot more room to grow. They are pre revenue. Their electron tunneling technology has been validated by IBM. The company is waiting for a few things that can be huge catalysts: NIST approval, chip manufacturing by TSMC, Krown technologies proliferation. They have partnerships with electronic grid manufacturers to provide cybersecurity. The nearest catalyst is the NIST certification, which would qualify them for US government contracts.

HARCYB-throwaway

Yeah im experiencing this at IBM. Nothing works and a fifth of the people hit their quota/goals. I'm quitting next week not because it's a hard job (it's the easiest two-emails-per-day and three-calls-per-week job) but rather because I'm tired of not creating real value. Oh and cuz my dividend portfolio is now replacing my base salary.

DickiesDippinDicks

IBM CEO on Bloomberg: “We are focused on erasing all the poor fucks out there that work. Agentic AI, Automation and Data centers are our focus. You see the ultra wealthy want to eliminate labor which will cause the deaths of billions eventually. And we like that.”

ConstantAd1

IBM, Dell .. what's next? Atari? Commodore 64?

moorhound

I get NVDA +IBM, but what the fuck is Nestle doing there lmao

ConstantAd1

IBM is back

Fragster2020

Of course it is....I'm in healthcare and do semi management so I rub shoulders with some of the company execs. We adopted AI last year...then execs created a whole team of AI and hired about 6 coders (couple from big companies like Google/Meta). Fast forward to this year, we've laid off around 22 people and eliminated redundant departments and the AI coders basically just automated that department's jobs. AI team also took over our marketing/media departments. We are scaling well but no longer hiring people. AI is making scalability lot cheaper in the long run. Our AI team is just building inhouse apps using automation. Then outsourcing is another big component that nobody talks about. We outsourced our network backbone to IBM Global (yearly contract). And most of their team are based in India and support our IT environment remotely for a fraction of what we used to pay inhouse (and no need to pay 401k nor medical benefits or incentives). When we started out with AI and the outsourcing bit, we discovered how much redundant jobs/positions we had over the past years and money paid to some high paid roles that were just there doing nothing but working remotely with a fancy title next to their names. All those positions have been eliminated now. I know this sounds shit but that's the reality in the corporate world nowadays. I got $25k incentive from last year and I know the higher up roles got even more! Corporate companies always had cut-throat culture in the past and now AI is giving them even more reason to act like one. OK with downvotes..lol.

dalivo

Do you work with Salesforce? Their UI is fine - good, in fact. Especially compared to anything out of a legacy company like Oracle or IBM.

finallytisdone

Lol that’s not how it works. One cannot simply build and setup a chip fab. It’s not like building a car factory. A chip fab has to run a “process,” which is many billions of dollars of research and development spanning decades to develop. It’s so difficult to do it at the leading edge that almost every company has dropped out of the race, and the fact that Intel and TSMC still can is because they have decades of experience. The Japanese government is spending tens of billions in an attempt to create a whole new leading edge fab company called Rapidus, and even in that case they are trying to license the process technology from IBM.

zack77070

Intel, AMD, Oracle, IBM, Netflix, cloud flair, are all pretty huge, there's more.

VictoriaAutNihil

Enough that on Monday, I'm selling what I'm in the green/black: PLTR, AMAT, IBM, QQQ. My current losers are high quality, but if they drop another 10%, they're going as well. I'd rather a t-bill until this Iranian debacle shows some possibility of soon ending. I'm not in my 20s, 30s, 40s; otherwise my strategy would in all likelihood be more aggressive.

MrNo_Balls

So, IBM drops 10% based on AI slop, but Stryker gets hacked(via the MSFT special) and they barely even dropped at all(MSFT and Stryker)?