IBM

Mindless_Ad_8215

Apple is the IBM of the 2000s

Ok-Listen8387

Not a stock, but it may as well be. QAN Platform. QANX is the ticker. Yes, it’s a “crypto”, but it’s being built like a traditional tech company. It’s already partnered with IBM and is using its proprietary tech to protect an EU country.

Ok_Hurry2458

zoom out lmao to anyone: quantum stocks besides google, IBM etc are scams

AALen

Quantum will either strike-out or be a grand slam. QBTS, IONQ, RGTI, HON, IBM, et al

skilliard7

>today nasdaq 100 is much better balanced between sectors. Also the mag7 companies also make good revenue, high nett profits and yearly growth what explains their high PE valuations. This also pushes up sp500 PE’s. So comparing today’s PE with 20 years ago and conclude we market is overpriced doesn’t make sence. There were a lot of great companies back in 1999 too. Microsoft, Exxon Mobil, IBM, General Electric, Walmart, Lucent Technologies, Intel, Nokia, NTT, BP were the top 10 market cap companies at the time, very solid and highly profitable companies with growing profits. However, all 10 of these declined in value over the following decade. All of them looked very promising at the time, just read articles back then to get an idea of sentiment, we only know they are flops now with the benefit of hindsight. The US stock market today has a LOT of lousy overvalued companies: - Tesla, which is experiencing a sales decline, and about to lose Billions in government subsidies, is trading at over 175x earnings. - Microstrategy, which is unprofitable and only buys Bitcoin, is $126 Billion, more than the value of the actual Bitcoin they hold - ServiceNow is trading at 130x earnings and $200 Billion valuation when it's just a bloated ticketing system. - Workday at >100x earnings and $60 Billion valuation when it's a glorified HR portal that doesn't really add much value. Just because a company has been growing over the past 5 years does not mean they will grow in the future. So looking at the top 10 companies, other than Berkshire, all of them are priced for substantial future growth. If that growth does not materialize, valuations will nosedive.

DapperDaikon21

The makers of Deepseek claimed they spent only $6M to develop a superior AI to any U.S. models at the time using ~2000 Nvidia A100 chips which are 5 years old. Idk about you but I find that very very hard to believe that a company spent only $6M on research and development and were able to outdo the mag7’s that dedicate hundreds of billions into R&D. Most Mag7’s are assembling data centers with 200k+ new generation chips why would they do that if old chips could do better? Similarly to quantum computing you have IONQ, QBTS, etc spending only 10’s of millions on R&D and claim they can outdo IBM and Google’s computers when they’ve spent billions and have been researching for over 20 years. Number’s and spending don’t lie, people do.

WeakCalligrapher336

Computing energy consumption and energy sources. Ene tergy, Southern Company, Ameren. Also wind and hydro, and nuclear. Quantum computing. IBM. Rigetti. Ion-Q.

GratefulShorts

Incorrect [IONQ has 99.9% qubit fidelity on a two qubit system.](https://investors.ionq.com/news/news-details/2024/IonQ-Achieves-Industry-Breakthrough--First-Trapped-Ion-Quantum-System-to-Surpass-99.9-Fidelity-on-Barium/) [IBM has the bulk of their two qubit quantum systems approaching or at 99.9% fidelity.](https://www.ibm.com/quantum/blog/quantum-volume-256) Rigetti has not demonstrated they have the capability of quantum error correction to scale a 100 qubit system. Couple this with the fact that a 100 qubit system has the same amount of use cases as a 36 qubit system, zero.

Euro7star

Ionq has 98.5% fidelity. IBM has 99.9% on 1 Qubit system, each additional Qubit decreases fidelity Rigetti has 99.5% on 36 Qubits and will release a 100 Qubit system with 99.5% at end of this year.

GratefulShorts

IONQ is at 99.9% fidelity IBM is at 99.9% fidelity Quantinuum is at 99.9% fidelity Rigetti just announced that they have almost caught up to everybody else!

ProfessorNonsensical

Intel bag holders will be holding forever. This company threw away an IBM sized lead and will never get it back. The competition is too smart and they missed their 4 year cadence on CPU upgrades TWICE. AMD missed once and it threw them into near bankruptcy, Intel does not have a favorable future outlook as a business. Their next attempt to level the playing field will be 2028 and by then who knows how far behind they will be. It will take a serious leap in technology that I strongly feel they are no longer capable of.

seeyoulaterinawhile

Quantinuum, IBM, Microsoft are in the running

Learner_Mentor

When quantum computing becomes useful utility, its the IBM, Google, MSFT or someone like that would make it possible not QUBT,RGTI. In fact, all of this rally has started after Google announced. It’s Willow and continued after Microsoft announced majorana not because some QUBT or RGTI came up with some breakthrough

Try_finger-but_hole

IBM too

Try_finger-but_hole

GOOGLE, IBM and probably SOFI.

Emotional_Sentence1

the race to AI chips in the context of investment potential is similar to the EV buzz that investors were chasing in 2021. any company that claimed to have a car somehow better than a Tesla was going crazy in the penny stock realm and most of them went bust. None of these companies will be worst a penny of your investment until they can IPO and post some actual profits. CUDA isn't the economic moat for Nvidia; Nvidia is the economic moat for Nvidia. 88% of their 2024 revenue is from the data center and unfortunately that's not going to change any time soon. data centers and IT departments don't just buy new chips willy nilly. There's a term in sales called FUD; Fear, Uncertainty and Doubt. the old expression "nobody ever got fired for buying IBM" kept IBM's moat protected for a long time. Nvidia is sitting on the same pedigree with their tech. it doesn't matter that ASIC's and Inference chips are better, they're going to have to put up a solid 5 years of significant performance per dollar wins before data centers start even considering a non-Nvidia chip for AI workloads. look at AMD and their upending of Intel; that shit took YEARS for Ryzen architecture to be taken seriously in business machines and servers and it's paid off beautifully, but that was with traditional CPU's. AI compute is still newish even for Nvidia. your take isn't wrong, but it won't yield any 100x stocks any time soon.

UnrulyAnteater25

Or 2025 era IBM

UnrulyAnteater25

More like IBM

NH116

I believe strongly in the future of quantum computing but it’s still a ways out. I’m holding IBM for the same reason.

MaximumGoldd

Elite: Mag 7 ASML TSM ANET Panw Crwd APH AMD Hon IBM. ASTS

Least_Advice9252

Mag 7 Aph Anet Panw Crwd Amd Asml Hon IBM Crm Asts

m0nk_3y_gw

> IBM created an open architecture and Windows created an open operating system. The rest is history. NVIDIA Drive is the closest to this analogy - they sell the hardware, the software stack and the emulation environment. Interesting that NVDA didn't make their list.

Charlie_Q_Brown

Uber is actually an App that leverages millions of cars they do not own. Waymo will let any and all car manufacturers source their technology. The car manufacturers will well the upgrade to the customers and the customers will continue using their cars to provide a service without their time included. I could let my autonomous car work while I am home sleeping. Tesla, can do the same exact thing as Waymo with their platform but they will be irrelevant. Why do I say this? History repeats itself. Apple was the first mainstream personal computer but they had a closed system. IBM created an open architecture and Windows created an open operating system. The rest is history. Tesla like Apple, will plug along but I personally think it will end up a small market share. Honestly, IMO, Tesla will eventually drop cars all together in favor of more profitable markets. Robotics will be their driver for the next decade. There power product is amazing but the battery manufacturers will catch them in this market as well.

Rocket_2022_Wallst

To those of you chasing quantum startups: Why play with the amateurs when IBM and Google already have real quantum products in the market? These giants have decades of research, infrastructure, and funding behind them. Yes, most are overpriced with one exception: Google. If you’re going to bet on quantum, bet on the one with undervalued fundamentals and real-world dominance

jpierson99

PLTR is the new 1930’s IBM.

Fuzzy_Bell_4992

Actually , no.. it hasn’t. And we are talking about now, and moving forward. IBM in the 90s compared to IBM now someone would say the same thing about Apple- are you understanding yet?

spellbadgrammargood

seriously IBM had Watson, a glorified search engine, 10+ years ago and but now AI is somehow different?

Tothamoonandback

$DVLT fuck these shorts, IBM contract and ends up like this. Loading tf up

Emotional_Mud9557

You are seriously out of the loop. IBM and D-Wave are already using their Quantum chips to process data for segments of the market. A company in Canada is catching up quickly with photon gated chips. Do some research brother. Next is quantum AI that will put NVDA out of business.

EntryAggravating9576

That’s always a possibility when you get stock information from Reddit but OP actually makes some pretty decent calls. I averaged down on DVLT today. Seems to have a margin of safety at the current price. Any deal with IBM should be an automatic bump. Currently sitting within .10 of 52 week low.

Adorable-Fault-651

can't remember the last time I heard anyone talking about IBM in a positive light. Maybe the 90s?

EvolvingDior

IBM is the quantum computing leader, so...

throwaway2676

on pace to be the next IBM. really disappointing

Low_Committee6119

You're trying to say that IBM's quantum chip is comparable to googles, it is not

Low_Committee6119

A chip made by IBM, which is not a top end chip.

Low_Committee6119

So comparing IBM's chip and not the top end ones?

TheInkDon1

I'll talk to you about Blackrock, and specifically the Call you bought. You're right, it's a big company: about the same market cap as Adobe, IBM, and Tencent. But share volume is much lower than those companies. Which means options volumes are much smaller. Is that why people don't talk about it here? I don't know. Before I talk about your option, I want to give the caveat that I don't play options 'dynamically' around earnings events. So I don't know what a deep OTM Call option will do if earnings are good. Will it go up dramatically, or will the IV crush at the same time, now that the unknown is known? So I trade options longer-term, irregardless of 'events,' and I think of their potential returns at expiration. Though I rarely *hold* them till expiration. You bought the 18Jul1180C for I don't know how much, but it's worth 0.97 this Sunday with the markets closed. And it's at 5-delta, which doesn't bode well for it. Do you know that Delta is "kind of" the probability that an option will expire ITM? Just 1 cent in the money, no indication of how deep ITM. But you don't need it to just get to 1080, you need it to exceed 1080 *by however much you paid for it.* Your Cost Basis. If it does that, great, you'll be flat on the trade or slightly positive. But I'm afraid the odds are very much against you on this one. 95% against you. Again, maybe you're playing what dynamically happens to the Call price when the announcement is made. But this one looks like a gamble. You likely won't listen to me, but please stop buying OTM options. (And go ahead and stop trying to play earnings too.) Buy Calls well ITM. 80-delta is kind of the standard, but at least 70. And I know, you couldn't afford to trade BLK then, so just find cheaper stocks/ETFs. Gold has been good since laste-2023. Take a look at IAU, or the miners, GDX. Good luck.

Rare-Victory

The problem is that Europe expects all countries to play nice with each other, and we compete too much internally. When looking at the technological development from the 1945 to now, there have been many areas when the Europeans was not that far behind (or maybe ahead) from the start, but instead of pooling recurses together, every country starts financing technological development in a given area (Semiconductors, computers, software, internet services etc.). Manny countries develop first generation of a product, often a product was only sold in the country developing the technology. BBC computers was primarily sold in the UK, the Danish word processor DSI text was only sold in the Nordics etc. despite being more advanced at the time than the US WordPerfect. At a point SAAB in Sweden had computers more powerful than IBM, and computers from Buhl, Nixdorf, Olivetti, Regnecentralen is almost forgotten. It is very difficult to expand when you are a 3 man businesses with a market share of \~100% in Denmark for MS DOS based text processors, selling a few thousand licensees a year. In the other European countries there where other competing products. The European technologies all lost out one by one, the products of the small nations could only afford to make one generation of a product, where the products of larger countries could hang-on for 2-3 generations before running out of steam. When the national product lost, then we ended up buying American instead. Right now the Danish state is financing development of quantum computers in the hope this will be a cash cow for Denmark in the future. The problem is that we only have one 1000 of the founding of the big players, if things happens as they use to, then the bits and pieces will be picked up by one of the big players when the Danish government gets tired of funding the adventure, and then it might be that the Danish developed technology ends up as a corner stone technology for an American company. The result is that the American companies have won almost all technology areas the last 80 years, in those areas market share is everything, since the development costs are fixed, and the extra cost of marketing it in Europe is almost free when the product have been developed. Within the largest technology areas the winner takes all, the second place might earn a little money, and the product on the third place looses money. The worst part is that in some of the technology areas we might have spent the same amount of R&D money as the Americans, but instead of spending the money in one or two companies, we have spent it in 30 different companies all over Europe. All this have learned European investors not to throw money at technology startups, since this is a fool's errand. The growth in American economy comes from the large technology companies, not the legacy production companies. The European production companies might be a little more competitive than the US ones, and now they are going to be hit with 30% tariff. And at the same time we are dependent on US tech, and are 'forced' to deliver our private data to the American technology oligarchs. When purring money in to a new technology area, then it is important to evaluate how many recurses (money, and skilled smart people) your competitor can trow in to the research, if you cant match this, then find some more recurses or don't start. Make Europe great again, pool resources together for focused R&D in key areas, and stop buying American or Chinese when there are a European minimum viable product. Focus on getting European data out of the hands of the American or Chinese. And reduce reliance on internet services that could be weaponized for blackmail or disconnection threats.

armchairqb2020

GE, IBM, Motorola. All US brands that have sold a core to China.

AdvancedScheme273

$DVLT for watchlist, IBM partnership news,A I,Data,crypto tech company

AdvancedScheme273

DVLT will beg to differ on Monday,IBM and Turner Global partnership with the Stable coin Genius act already passing the Senate,think of the international and domestic payments sidestepping the current fraud prone payment systems,and complex international currency conversions and complicated banking protocols with a Stablecoin with added security and streamlined process,with A.i and data disrupting the antiquidated current system

Educator_5678

They are paying IBM, not the other way around.

EvolvingDior

!banbet IBM 296 12d

dongperignon

How is this bullish? They are paying IBM $23m to license software, do they have ample cash? How are they going to generate revenue from the agreement?

mountainsunsnow

It’s geographic. IBM and other multi listed companies are shown at their campus locations. For example, the lower right I believe is IBM near Santa Teresa County Park

Xylvanas

IBM is listed twice.

skinniks

> how can they lose. sincerely, Intel IBM Xerox

MyotisX

>becoming the next $IBM Thanks, just bought calls

meifx

Congratulations on your amazing investment! I recommend learning more NVIDIA’s technology and the future of A.I. demand. In my opinion, NVIDIA is building a market for INTELLIGENCE, not just “computing” I write an article on the company here if you would like a historical view on the company. https://static1.squarespace.com/static/63cbf7ce669ae77113521fa9/t/66f48e53fcc328405a61c736/1727303278421/NVIDIA_+The+Next+IBM+by+Minyoung+Sohn+__+Blue+Room+Newsletter.pdf

outphase84

Not really. Outside of IBM and Microsoft, the layoffs have been absolutely minuscule compared to the number of people at each company. Have been through 2 rounds of AWS layoffs and one round of Google layoffs. I know one person total that was affected across all of the teams I’ve worked with at both companies.

maxmcleod

I see... AAPL, STX, ORCL, Foxcon, INTC, IBM, HP... sheesh talk about survival of the fittest

Rennsail

Apple is turning into IBM. Just move on.

greenpride32

Given that the SP500 has a 90 year track period of increasing over time, it is constantly setting new all time highs. You mentioned NVDA. Well at some point their market cap was all time high at $300b, then $500b, then $800b, then $1t, then $1.5t.... $4t. Let's look from another angle. Back in early April 2025, the markets dipped sharply. The drop only brought the SP500 back about 12-15 months of time worth of gains. But some were predicting a much deeper drop was on the horizon. Would you be willing to buy then? I did, but I think many would feel quite uncomfortable with it. >That the winners and top companies of today will keep their position 20-30 years from now. It's only logical that companies with money to hire the smartest people in the world will continue to make breakthroughs.  This is not entirely true. I would agree that if the industry remains mostly static, yes the top companies have enough influence to retain their to position. But every once in awhile, a big shift will occur, AI is one of them. Now if you've got a great idea and great talent to support a "new idea", why sell out when you grow it yourself and profit. 20-30 years ago, IBM CSCO INTC were part of megacap tech leaders. While they remained profitable companies for many years going forward, they didn't keep pace with tech compaines from that same era in MSFT AMZN. I would have put ORCL in the prior group, but now they are somewhere in the middle.

Count-to-3

IBM at all time high lol

_TranslucentSoul_

$MSFT and $NOW out here crushing, $CRM still writing vision statements. If AGENTFORCE doesn’t land, they’re one earnings call away from becoming the next $IBM

ebkalderon

This picture is truly a time capsule! I tried to count as many modern-day survivors as I could: 1. Seagate 2. IBM 3. Sony 4. Intel 5. AMD 6. Apple 7. Siemens 8. Oracle 9. Hyundai Electronics (renamed to SK Hynix in 2001) Also, I love the way IBM is listed, like, 10 times throughout the whole thing. I wonder if that's supposed to be poking fun at how machine and omnipresent a company IBM was back in the day?

Diligent_Row1000

IBM was there 4 times, what were the other 2?

TheoryApprehensive63

IBM is there twice

7fingersDeep

I remember my dad worked for IBM in the 80s. They used to rent out Great America for a family day. It was awesome having a nearly empty amusement park.

Tasmar100

IBM listed three times

Madismas

Here’s a breakdown of the notable companies shown on the Silicon Valley 1991 poster, along with their current status and name updates where relevant: --- ✅ Still Around (active or absorbed into other entities) Oracle – Still active as Oracle Corporation (name unchanged). Intel – Continues today as Intel Corporation, a leading chipmaker. Apple – Now Apple Inc., one of the world’s largest companies. IBM – Still IBM (International Business Machines Corporation). Seagate – Now Seagate Technology, major HDD/SSD supplier. Sun Microsystems – Acquired in 2010; now part of Oracle. Symantec – The core consumer security business was sold in 2019 and rebranded as NortonLifeLock; enterprise security became part of Broadcom. Siemens – Still exists as Siemens AG, a broad industrial/technology conglomerate. Amdahl – Acquired by Fujitsu in 1997 and now fully integrated into Fujitsu’s server division. Motorola Inc. – Split in 2011; the semiconductor unit became Freescale, now part of NXP; mobile phones business became Motorola Mobility, now under Lenovo. Qualtronic, Quantum, Symantec – Quantum still exists as a storage technology company. Qualtronic acquired/absorbed by larger test & measurement/automation firms. Spectra‑Physics – Now part of MKS Instruments. Silicon Graphics – Became SGI, filed for bankruptcy in 2009; acquired and folded into Hewlett Packard Enterprise by 2016. --- ❌ No Longer Around (defunct or rebranded/discontinued) Beta Phase, ACCUson, Videomedia, Xybergraphics, Pulnix, Zilog, Liconix, Penstorck, Sjoberg and other small Silicon Valley industrial or software niche players—most either closed, merged, or were acquired without retaining the original brand. --- Summary Table Company Status Today Oracle Active – Oracle Corporation Intel Active – Intel Corporation Apple Active – Apple Inc. IBM Active – IBM Seagate Active – Seagate Technology Sun Microsystems Acquired by Oracle (2010) Symantec Split: NortonLifeLock (consumer), Broadcom (enterprise) Siemens Active – Siemens AG Amdahl Acquired by Fujitsu Motorola Split: Freescale (now NXP), Mobility (Lenovo) SGI Acquired by HPE (2016); brand defunct Others Defunct or absorbed (e.g., niche tech firms

AspriationalAutist

In 1991, yeah IBM was still a beast. A beast in decline, but massive still.

CompetitiveDrawing89

No I bought IBM because it is an old company what has its customers and focus on slow and steady growth with hefty dividends 5.5%. I am a dividend investor.

mankee81

I'm really annoyed i can't find Microsoft and IBM is there like 4 times

DeweyCheatemHoweLLP

Four IBM's?

bullrfuk

How is it that IBM is up 60% year over year LMAO

Hot-Hurry3199

No, IBM and Oracle both have departments that are working doing computing for different sectors. It is not just theoretical.

Able_Worker_904

IBM wasn’t weighted at 30% of the index though. https://www.visualcapitalist.com/sp/visualized-the-rising-concentration-of-the-sp-500-tema01/

IronyElSupremo

IBM was top stock from 1967 to the late 1980s, except for a few years of AT&T (that era’s Big Tech and Big Commo)They are still big companies. Then Toyota and other Japanese companies took top global spots (industrial, finance) until the mid ‘90s approached. There were oil giants (American, Euro, .. Chinese) when the energy sector was tops through most of the ‘00s, all of who are still around or got consolidated like Texaco.

LeBhikariLe

5Y IBM return > 5Y GOOGL return

TheStarKiller

I bought in 2021 because that was my graphics card brand. Same with IBM. I just thought I use all these companies in my computers why wouldn’t I start with stocks I believe in. My profit isn’t as high as yours but I’m still insanely happy with where it’s gotten my portfolio.

Urc0mp

IBM had massive advantages and hired the best and brightest. Ain’t betting against the google overlord but ain’t claiming they will win neither.

CompetitiveDrawing89

I bought IBM in 2022 because I like quantum, wish me luck

Try_finger-but_hole

IBM

HBAR_10_DOLLARS

Check out Hedera $HBAR, the leading crypto for mass enterprise adoption of distributed ledger technology (aka blockchain) Governed by leading companies like Dell, Google, IBM, LG, ServiceNow, and more. It's the only network that is purpose built for enterprise/government adoption. https://hederacouncil.org/

TheINTL

So instead of backing up you claims by research which I now see you deleted (happy to remind you that you said Google's time is over since 90% of their profit is via search and that they are the next IBM) You do a simple search via ChatGPT to back up your claim - amazing critical thinking skills there champ. Then instead of using the 70% provided to you, you instead make up numbers of your own to fit 90%. Since you mentioned all the top talents left, you must mean that Jeff Dean, Sanjay Ghemawat, Urs Hölzle aren't top talents. Yep you are definitely well informed buddy! Please show us your portfolio returns sometimes so we can marvel at your excellence!

Truci219

Uhh, maybe go look at IBM chart lol

CouncilmanRickPrime

>It is the next IBM Remind me to never get investing advice from reddit.

TheINTL

Wrong on so many levels. All their top talent is not gone, search doesn't not make up 90% of Google's profit. IBM just hit their ATH a few days ago. Keep in mind IBM went public in 1915. Google went public in 2004. Do you even bother to fact check your own statements? How do you even invest?

GamblerTechiePilot

Google is a big sell. All their top talent is gone. Search makes 90% of the profit. It is the next IBM. This story plays out every 20 years. Google’s time is up.

UnexpectedFisting

\> I don't think it's that far out, IBM developed a quantum computer a while ago but and everyone said AI would be so far out too but it's hear and rapidly developing. So I'll start by saying we don't have AI. We have LLM's (Large Language Models) that have gotten to be pretty good at things like coding, storytelling, and some light research. Adding thinking modalities into the training sets for these models enhances their results/accuracy, but drops off massively after a certain thinking threshold. Also things like image and video generation, all very cool and cutting edge, but not AI. Quantum computing is in an even more nascent state. Now this is not my specialty, so don't crucify me if I mess this analogy up. Quantum computing right now is like trying to code the Matrix on a MacBook submerged in liquid nitrogen, while bugs randomly rewrite your source code from parallel dimensions and your MacBook occasionally decides to phase out of our dimension. Building a quantum computer to be stable for long periods of time and mitigating the effects of quantum tunneling while simultaneously running at near absolute zero using superconductive cooling is probably one of the hardest engineering problems on the planet right now aside from GenAI and Fusion.

NATEDAWG9111

I don't think it's that far out, IBM developed a quantum computer a while ago but and everyone said AI would be so far out too but it's hear and rapidly developing. Quantum computing compliments AI like a nice red wine with a steak. Companies like D-wave and IONQ and Rigetti are working to bring quantum computing in the consumer market instead of just in the "tech lab" it would definitely benefit someone who adds 50-100$ a month or 1000$ a year for the next 4-5 yrs, like someone who bought Nvidia 3-5 yrs ago.

EvolvingDior

!banbet IBM 296 16d

Mediocre-District368

Yes, but their return in the last ten years has only around 86%. Nvda has a 10 year return of over 33,000%. I see them as a current growth investment, whereas IBM and GE Are part of the Blue Chip group. They are good stable investments with low risks. But, imo you won’t make the gains that can be made investing in a growth company like NVDA, although you do have a much bigger risk🥴

banbetit

Hello. You made a confident prediction on price action for *IBM*. To banbet it, please use (without quotations and parentheses): “!banbet (ticker symbol) (price action) (deadline)”. It’s just that easy! If you are unwilling to banbet it, just reply with one of the following: “I’m actually not confident at all” “I spam predictions for fake internet points and zero accountability” or “I need mommy’s permission first.” Either works. We won’t judge (we will).

wolf_of_rapestreet

IBM 300 by end of week

spellbadgrammargood

IBM's Watson kicks ass on Jeopardy, 14 years ago. AI, today, essential copy and paste answers like Watson. Investors: AI is soooo cool now!

EvolvingDior

Nothing beats IBM right now.

thisisillphil

Have you seen IBM lately? They're doing great lmao

Mediocre-District368

Nvda is the IBM of the past. When Jensen is no longer there, they will no longer be a growth leader.

contrarian1970

There will be winners and losers in AI just as there have been in every industry. Google and Meta are not necessarily going to be among the winners. They could be the next Xerox and IBM. The biggest winners in AI will be names you have never heard of today. They will resist being bought up by Google or Meta or even paid six figure salaries to work for them. For the next decade it really will be like the dot com boom and bust. It might even be like the tulip bulb frenzy if every board of directors just throws money at the person they think is going to come up with a new niche their competitor hasn't thought of.

Ok_Example_4819

I'm not sure why you mentioned IBM they have been performing very well and are up 150% over the past 5 years.

Spy300

IBM 50x Net Income -34% y/y last quarter "Al darling" my ass

joepierson123

Speaking of the dot com boom I'm old enough to remember when Sears and IBM, the Amazon and Google of the day, started their online shopping news presence in the 1980s with prodigy. They eventually lost the business when the newcomers like Amazon came on the scene I wonder if the same thing is going to happen with all the big tech companies today. 

FluorescentCheddar

People are using NVDA, MSFT and IBM in the same sentence? My dad is going to cum

Mobile-Fly484

I was bullish on GOOG in 2004. Now it’s the new IBM. Stagnant for years.

Try_finger-but_hole

IBM. Now they found the right size for the company and are transitioning to AI and Quantum. Also the low beta is attractive in this environment.

Best_Fish_2941

In tech, most people don’t like IBM

Best_Fish_2941

Are you IBM employee ? Why do you like IBM

Best_Fish_2941

Thank you. Keep buying IBM and hold it. And good luck for that.