IBM
International Business Machines
Mentions (24Hr)
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Top stocks hitting 52-Week Highs/Lows - July 16, 2026 📈 📉
One week, one story, three companies, IBM loses the budgets, ASML builds the capacity, TSMC prints the record quarter
IBM's crash is a bullish signal - for the semiconductor industry
Amazon Selling Trainum Racks/Meta Selling Compute - is the Top Signal for Chips/Memory
Top stocks hitting 52-Week Highs/Lows - July 15, 2026 📈 📉
My grandfather always used to say, "Nobody ever got fired for buying IBM." Welp.
Jim Cramer says IBM's 25% plunge isn't enough to make the stock a buy
IBM's 25% one-day crash: the mechanism (customers front-running memory prices out of a fixed IT budget) matters more than the headline miss)
IBM shares plunge 25% as customers shift spending to AI
Don't think I've ever seen more extreme option gains - IBM 07/17 245P
IBM - I think it's a bit of an overreaction
IBM dropped 24% today on a green day. Could this be AI infra capex eating into IT spending or just an IBM-specific stumble.
Stock Market Recap for Tuesday, July 14, 2026
Just got a margin call. Do I call them back or is it probably spam?
IBM Stock Tanks Right After CNBC's Jim Cramer Pumped It
IBM stock craters 23% after issuing second-quarter earnings warning
Am I wrong that today's IBM selloff is really an AI capex crowding out story, not a software demand story?
IBM shares skid more than 20% after company warns second-quarter earnings fell short of expectations
Pre-Market Gainers and Losers for Today (July 14, 2026) 📈 📉
IBM forecasts preliminary Q2 revenue below estimates as spending shifts to AI, triggering a SaaS sell-off
IBM down more than 20% in pre-market.
IBM expects second-quarter revenue below estimates. Results in SaaS sell-off
“Those who would read this letter… a hundred years from now… will know…”
Starbucks Working on AI Tools to Replace Microsoft and IBM Software
Starbucks Taps AI to Reduce Reliance on Microsoft, IBM Software (means buy your own hardware)
USD 60k IBM All-in Portfolio, entirely with Margin
White House to host quantum tech summit with industry Tuesday
3D Systems DDD might profit from its CEO’s White House meeting
3D Systems DDD might profit from its CEO’s White House meeting
IBM Debuts World’s First Sub-1 Nanometer Chip Technology
Trump’s quantum announcement is out. What’s your top quantum play right now? $RGTI, $QBTS, $IONQ, or $IBM?
Why I think Infleqtion $INFQ might be a big winner and everyone sleeps on it
Why Quantum Stocks Outperform Today‘S Markets!
With Trump’s quantum computing executive orders, which stocks are still worth buying at this point?
While everyone fights over NVDA, IBM just made a bet on $THREE
Broadcom M&A (Hock the acquirer and the conquest for IBM)
Bought 6/18 IBM 320 Calls at close
The U.S. Government Just Picked Its Quantum Computing Favorites - Are We Watching the Birth of a New Tech Megacycle?
The More I Read About Quantum Computing, The More It Looks Like The Next Major Infrastructure Buildout
The U.S. Just Dropped $2 Billion On Quantum Computing, And I Think This Could Be One Of The Biggest Technology Stories Of The Decade
The Most Exciting Thing About Quantum Computing Right Now Is That It Keeps Getting Bigger
Our Bond $OBAI: CEO has sold companies to HPE ($650M) and IBM ($200M). Now he runs an $11M nano cap and won't sell a share. DD.
Thank you Lisa Su! Arvind and spez please take it from here.
The Most Interesting Technology Race In The Market Right Now Might Not Be AI
I Started Researching AI And Somehow Ended Up Bullish On Quantum Computing
Government is buying tech stocks directly now. What is going on?
Why I Think Quantum Computing Is Finally Moving From Hype to Infrastructure
quantum stocks suddenly feel a lot more important after the new $2B government move
Quantum watchlist for 2026-2027: who actually has the best setup?
The US government is now buying stock in private tech companies. Here is why.
The federal government just gave quantum stocks one of the strongest tailwinds I’ve seen
No Huang Answers : NVIDIA GTC Taipei 2026 Keynote Sent the Jensen Bump Across the AI Food Chain
I posted this last night. $IBM is up 30%ish today…!
The boring "boomer stock" IBM is flying pre-market 😲
Pre-Market Gainers and Losers for Today (June 1, 2026) 📈 📉
🚨 Some of the world’s most iconic companies faced serious financial struggles at one point in their history:
$IBM is the latest stock trump has referred.
Donald Trump Is Calling Stocks Again — Could $IBM Be Next?
Mentions
Yes and no. Meta has a ai data center up running mostly in idle mode with huge capacity servers sitting there. Companies just learned AI did not really make the job easier. Human analyze data collected still have make decisions. That means they need put more human on payroll not to take out. If so Capex for future to spend in 2027 and later then needs to be adjusted. Is it well said that $20/ month AI subscription, Meta can immediately find 100M subscribers x 12 month x $20/ month= $24B cost of a data center invested in its first year? There are 330M US internet users. I don't think so. There needs to be a return from paid subscription that is essential to pay for this kind of massive spending. AI race with China comes later. If it takes just 1-2 year to cover the cost of 1-gw ai power center of say $25B is one thing. If it take many years to payback knowing the equipment do not have much life then there is not such an urgency to get these servers lined up now. I think power the data center adding grid get approval will take much longer. It may be they have to build more power plants that will take \~10 years to fulfill the old schedule first. How many stand alone module power plants are running today? Ha. If there is really a crunch, must bring more data centers online now. I do not see why another oversea solid state memory source will not enter US market. Making memory chips are relatively easier than modern stackable ics. Taiwan, Japan all have other companies currently busy making ics. The NAND flash storage modules themselves rely on much older, mature, and cost-effective node sizes, typically around 20-28 nm. Yields below 300 layers are fairly high. At 200 layers it is like 80-90% not 50%. It is those state of the art 3-7 nm used in the processors/GPU/accelerators that is harder to fabricate. Companies over bought parts can easily trade or sell from open market. History seems to repeat itself. I recall there was a severe crunch on Intel Pentium shortage. Buy Buy Buy Intc stock. A surprise September 2000 announcement similar to that from IBM recently. Intel admitted that its third-quarter sales would fall short of expectations, it erased almost \~$90B in market value almost overnight. OS Window 2000 was not ready people put off PC update by then we had a recession. Its stock tanked for almost 24 years. I am not advocating buying or selling MU. That is a decision reserved for investors.
Coming out $IBM news was fake!!!!
I’m going to black out this weekend and tattoo IBM calls on my neck
I lost 25k in 2 days, then rinsed another 10k from my retirement account. I did all this after I was up 250% on IBM calls and didn’t sell because the analyst that told me about the calls didn’t sell either. I was up 7k and didn’t sell then the next week sold for a 1k loss. Then a couple weeks later I lost the 25k. I lost another 2k today too https://preview.redd.it/5s588hnpiudh1.jpeg?width=1320&format=pjpg&auto=webp&s=90ae6061746234a95b3c528c57943fb904b3cf94
So is it time to full port dominos, AMC and GEV in to the close for earning next week? (Non retardedly, IBM could be a lotto)
IBM calls free money
IBM and INTC will be juicy plays. Don't know which way but they will be
# Black Friday - Doorbuster Deals 🚨 SNDK/NBIS - 37% off ATH MRVL - 41% off ATH MU - 29% of ATH IBM - Buy one get one free
$NVDA $MU $IBM $NOC $SNDK funds buying at bottom
$IBM. Looking. 220-225 today close
IBM puts printed for ER, 1000% for every % drop i caught. Im trying to get enough karma to post the screenshots. Anyone else catch that move? Haven’t seen much as of now.
$IBM 220 today possibly , like yesterday See $NOC today volume
$IBM cancelled the plan for AI spending $600 Million, no debt
Nah, that's just a story that media sells to retards. Anyone even peripherally involved in contracting with the US Government knew IBM was going to fall. https://www.reddit.com/r/IBM/comments/1k54nbb/ibm_losing_federal_projects/
Reminder ‼️ Tech earnings season kick off next Wednesday with Google, Tesla, IBM etc Somebody stop this bleed
It’s because markets are forward looking and understand that this is a cyclical peak in semis, regardless of how good earnings continue to be for the next couple of quarters. Not comforting when Zuck talks about trying to find a way to utilize the compute they over purchased, and when IBM has it’s worst day in history because all of its customers have panic bought supply. Smart money doesn’t wait for the story to become obvious to everyone else, especially when the cyclicals are 200% over their 200ma and all manners of other not so good shit is going on in the world.
SaaS and IBM also down... are they also overvalued after falling 60% last year... dont understand this market
IBM and Netflix still way overvalued. Shit.
I predicted the IBM drop https://www.reddit.com/r/wallstreetbets/s/HaYgqvkN6B
So is this all the result of the oil deadline or are we still riding the IBM crash?
The IBM effect is all over the place. I mean scared money don’t make money.
I accepted the sale on IBM and bought. Someone had to
It seems the market may have treated IBM as the hyperscaler I have no other explanation for semis dropping so hard, considering BAG7 is standing still
Options, or stocks? IBM is a firesale for sure (fuck the haters) sharewise. Calls on SMCI, 1 week out for options. Fuck going 0dte
Any analysis give a good idea of where IBM and ASTS will bottom out?
Quantum is not a scam, I literally use IBM Qiskit. Quantum will unlock remarkable things for the human race one day.
Honestly in this scenario Intel is part of my standard rotation and has seen some significant turbulence. It has good potential in taking some larger losses, IBM also smells good right about now but I do want to see my Intel thesis to completion
These can’t be the reasons….IBM, ASML, and now TSM have all confirmed that the demand is still strong and companies are moving $$ for AI build outs. Nothing fundamentally has changed. The strait was open and closed and reopened and closed and war was on again off again too during the tail end of this run. Market caps got out of control, and a correction was needed. My hopium has been hinged on Google and Microsoft (hopefully) confirming their capex is maintained or increased for build outs. But after 3 reports, from 3 different companies, all confirming the game is still on….and the bleeding continues….I’m not so sure these next rounds of earnings reports are gonna do much of anything if they’re positive. And it’s gonna be an absolute bloodbath if they do talk about trimming capex. Still great companies. AI boom still on. May not mean higher stock prices in the near term….
Honestly, IBM is just irrelevant. They kinda do this and kinda do that. They consult they host they license some software... Arvind Krishna to lead as CEO was just a terrible idea. Convincing shareholders that software and consulting was the future while missing AI cloud and infratructure, tsk tsk.
Careful, people over in r/Valueinvesting are bullish on ORCL IBM ISRG NFLX [https://www.reddit.com/r/ValueInvesting/comments/1uyl1m7/blue\_chip\_stocks\_on\_sale\_right\_now/](https://www.reddit.com/r/ValueInvesting/comments/1uyl1m7/blue_chip_stocks_on_sale_right_now/)
Neither would IBM. Calls
🍊 saying he's never heard of INTC or IBM
**BanBet Created** ▲ | **Record:** 2W - 0L | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **IBM** | $225.00 (above) | $216.40 | +4.0% | 23h 60m |
IBM ceo said exactly that. They spent on memory and cybersecurity
You’re the one betting against SPCX, IBM, MRVL, ORCL, SNDK and It’s time to let them all fight going upstream to end up in your grill.
Held 4 calls on IBM 7/31 expiration $225 strike at 5.60-ish average and almost lost my stash this morning. Went from -30% to +24% in 8 hours. Sold it right before close because I had enough fun playing with fire today. Decent $420ish profit altogether
Ok IBM, I feel like it'll pick back up soon. MU and SNDK? I feel like people either lost so much that they decided to go diamond hands or taking profits. And there are a bunch of gambling addicts and scumbag optioners who I strongly believe karma will hit one day and be off streets homeless for fking with investors.
IBM going "software as a service is dying and everyone is shifting to investing in hardware producers" Meanwhile AAPL not spending shit in R&D and just looking to buy whoever sells the most basic good enough shit for cheap so that siri can help brokies locate the nearest Wendy's dumpster even faster than before thanks to someone else's $200 billion AI infrastructure. Apple is just laughing as they take in all the refugees that are worried the AI bubble is finally popping and the average tard wants to get on the life raft of a company that isnt going to get as anally fucked as everyone else who took out debt greater than mosts nation's GDP so they could make an image generator of JD Vance gargling mayonnaise This is the best timeline
IBM's CEO admitted on the call that he preferred the corner chair in the hotel room to the bed
I might get on IBM and Microsoft for August to see if I make back the money I lost from memory and semis
Oh great it's 6 PM you know what time it is: good ole Jim Cramer. Wonder what stock he'll pump next and then tank 25% a day later like IBM LOL 😆
Yes, semis keep making lower highs. I think we will see a solid green day tomorrow and then a continue downtrend after that unless there's positive CapEx news. Right now, the market is split whereas IBM suggests capex is still coming in strong in semis but other companies have suggested it may be plateauing.
Dude I was down 600 to up 200 and idk what’s my move tomorrow. Lowkey I’m thinking of getting IBM 7/31 calls tomorrow
Already green on buying IBM on sale. Just because it is Grandpa's stock, doesn't mean not a buy.
Dude I might get some $250 calls for 7/31 expiry for IBM but idk
for some reason I caught the IBM bounce today
Good lunch, I need you to be right as reasons; that said I have kinda been side-eyeing IBM lately‽
And if IBM had announced on the day they said they would, this strategy would have worked. But they announced earnings with no notice two weeks early.
There's a difference between a matter of days and the past few days. What I said is true and has happened many times over, if you pick up a book. To your point, IBM's stock lost 25% in a single trading day. SNDK just hit $1,398 and still free-falling. It was $1,900 less than a week ago and should it bottom out a few hundred dollars more (which is a distinct possibility) there's your 50%.
Current customer who just implemented IBM software 🙋♂️ Their software is shit and their consultants are shit. They’re mostly all overseas with maybe 1-2 that are local. I’ve dealt with three different teams that they’ve brought in and their own teams don’t seem to talk to each other. It’s super frustrating and the product isn’t working as intended. I sold all my IBM stock as soon as I saw they were offshoring their consultants. 100% foreseeable drop in quality and customer service.
Finally back to breakeven on IBM Unfortunately AMD is making me want to break something else.
IBM is the safe haven. IBX is the 2x leveraged version
IBM CEO to Sundar: Yeaaa, just don’t say anything.
IBM pushing +4% too bro. Glad I bought that fire sale
IBM calls on Monday might be the easiest play ever. Bad earnings priced in. After earnings people may realize it was an over exaggeration. And then pump
The irony of IBM and WEN being the only green in my port today. Wild. See y'all tomorrow I guess
funny thing is, all of WSB is buying long calls why this is down and adding to their stock pile... I've averaged down and loaded up. Same on $IBM someone gave us a huge discount to load... long calls already printing
Well fuck I bought the dip on NBIS and it kept dipping, but yay I bought the dip on IBM
The cleanest way to frame this is a duration mismatch. IBM feels budget reallocation immediately, while ASML and TSMC see demand shaped by multi-year capacity plans. All three can therefore be telling the truth without proving that end-market AI returns will justify the full buildout. The indicators I would watch are hyperscaler utilization, depreciation growth versus AI revenue, and whether ASML's backlog converts without pushouts. If those weaken while capacity keeps rising, the same "coordinated demand signal" starts looking like a capex-cycle warning.
Explosive Diarrhea Coloring Contest! Brought to you by IBM.
SGOV, also. IBM said some bad things about software. I’m actually surprised MSFT is up. I guess the market is ignoring it and pumping the Mag7 or they think it’s an isolated case.
It does. The huge profits rely on continued CapEx by the main hyperscalers. There’s plenty of evidence they plan to continue and expand their CapEx, long term contracts locking them into multi-year purchases, they literally say they’re continuing for years and IBM’s crunch recently was stated by IBM to be because the hyperscalers are moving more of their resources towards specifically memory and other hardware to try get ahead of price increases. The fear is valid, if hyperscalers announce a reduction in CapEx, not even stopping it entirely, the market will over-react. But again they all say demand for their AI products is skyrocketing, they have no spare compute and have found lucrative business in selling compute. TLDR: it looks like the CapEx and demand for hardware will continue, but anything can happen.
Please let me see the IBM gains
say what? IBM has been extremly volatile recently. look at the 5 year chart. constant massive 2 digit movements
IBM has been on a steady climb recently, what a strong stock!
So IBM is just ripping now is that what this is?
IBM dropped hard the other day when the reported earnings a week early. One reason cited for the shortfall in earnings was that there customers spent money elsewhere. That elsewhere they cited was memory purchases to get ahead of the shortfall. That says a lot.
IBM finally coming out of the mud
$IBM https://preview.redd.it/4l9hfefpemdh1.png?width=998&format=png&auto=webp&s=3f22ef7a80cf053a6dbc0b4da4f6536cf5dfc59f
$IBM is climbing back up
Im being a regard with IBM long term hoping it goes back to 250 plus It worked for me for MSFT so
Seems like a good place to long IBM now.
Memory already been destroyed. Besides that's not happening did you not listen to IBM earnings call?
lol same but for IBM. not too salty about being in IBM, salty about missing GOOGL
Mixed feelings, the IBM I bought is in the green now, but I had a bunch of money to put in as it went down and it looks kinda bottomed.
Who would even have the balls to buy IBM’s dip this morning other than an insider?
IBM drops 25%, recovers 1% *yo IBM is climbing back up* sybau bro
$IBM and $SKHY both climbing back up
It took twenty years for IBM to recover
IBM runs the world you use every day. The mainframe is a monopoly that is untouched and irreplaceable by any competitor. 400 billion audited transactions a day per mainframe. 10s of thousands concurrently. You don't buy a single single thing without touching a mainframe. Ignoring literally every other industry they're utilized in.
IBM dropping 20% pre market, who the fuck is catching that falling knife at a good fill? No one. All I see is desperation everywhere.
How many hype semi has free cash flow like $IBM. Think
July is just horrible for QQQ and tech stock... even boomer IBM got slaughtered hard.
where is the IBM grandma boy? dude put in 500k a day before it crashed 25%