IBM

Pleasant_Way3879

IBM

Pleasant_Way3879

I would like NBIS and IBM to moon now, thanks

Pleasant_Way3879

Bought IBM and NBIS

CovertSharkBit

IBM to the moon

Pleasant_Way3879

Thoughts on IBM earnings?

sellputsthencalls

Let’s say you buy an IBM call for a $5 premium & then sell that same IBM call for a $2 premium, creating a $3 loss. A day later you sell an IBM put that’s assigned against you a week later, forcing you to buy IBM shares. It’s my understanding that your $3 IBM call loss would become a wash sale. Even if your sold IBM put doesn’t get assigned against you, because that put creates an obligation to buy IBM, you’re sold IBM put is a “substantially identical” security that you’re opening & it’s my understanding that you’d create a wash sale.

DOTAFORLIFE

Anyone playing IBM earnings?

elflummox

IBM earnings 🤔🤔🤔

EvolvingDior

IBM is the #1 quantum stock.

Opposite-Layer-6139

Late to the conversation... I have owned IONQ for the last year, on and off, buying at $28, selling at 50, re-buy, re-sell, repeat, and at first, it was because a medical CEO said that their company invested in IONQ because of the future application possibilities for personlized medicine treatments.  Fun fact: (Did you know that on average, people with red hair need 20% more anesthesia, more pain meds, etc. for the same pain couter-acting effects, and humans don't know why?) Only after, did I start to read textbooks about quantum mechanics.  Niels Bohr famously quoted: "If quantum mechanics hasn't profoundly shocked you, you haven't understood it yet". And I don't want to call Jensen Huang a self-serving billionaire nor an idiot... but didn't he have that townhall months after his quantum comments sent all stocks down, where he invited people to tell him how wrong he was? It was curious though, how, after he made those comments, Nvidia went in and invested in quantum, setting up teams of employees to plan for that next frontier?  This discussion: Get your advice in these companies from scientists who have grasped the technology they are individually working on. Not from investors and crypto-bros, who are very afraid of quantum tech cracking the block chain, because they know it's the death nail of their investment. My hundreds of hours of research: I have seen the risks for bubbles and really, only one or two quantum companies are going to make it out of this decade, unless they all work on a different, successful attribute of quantum computing hardware, which helps drive the success forward. From listening to IONQ's CEO, their working technology right now makes more sense from an investment standpoint. Countries are fighting over rare-earth minerals, IONQ's devices in their current state don't use any rare earth minerals... and can work at room temprature. (Don't IBM/RGTI/QBTS/AMZN/MSFT need to be in a super-chilled lab?) It makes the possibility of home quantum computers nearer.  But if you are afraid of the pending AI bubble popping and taking quantum down with it, just know that as AI advances, Quantum advances... and we are on the cusp of some absolutely terrifying (hundreds of thousands of times greater advancements than what we have, or So Jensen Huang was saying last week) ways to use new technology, as we march ever-so closely towards The Singularity... In that case, if you believe in the spooky science, and the good possibilities that quantum could be used for, you can buy a 2-year $80 call on IONQ, hoping it's at a 100B market cap. Or you can wait and see if it ever falls below $20 again based on speculation and scared comments by the wealthy. Then again, a few kids in Tokyo (.5-1%) last week are buying 3,600¥ ($23.50) disposable film cameras! Could Eastman Kodak be the come-from-behind horse in this race to determine what people want in the future?

FaythDarkHeart

IBM , SPY, and GAP calls over the weekend, shares of ASTS and other good stuff as well. gonna be a good week, or not who knows

EvolvingDior

IBM is going to just crush anyone else out there in the quantum space. Although I would have said the same about their chances for AI before LLMs became all the rage.

polychris

In 2001 a website had to buy its own servers and rack them themselves in a data center that was really just providing power, rack space and internet connectivity. So the DC profit was low, but the server market and database market was strong. Sun, IBM, and Oracle were market darlings. Linux wasn’t mainstream yet. Over the last 2.5 decades we’ve seen a lot more specialization in the industry so there’s more room for this type of network investment

EvolvingDior

IBM

moneyman2222

It's not "in theory" and it's 100% possible because it's already done. People just have some sci-fi movies vision of what quantum computing should/will look like. At a basic level, we already have quantum computers. IBM has had them for years. That doesn't mean we've achieved hardware that allows us to put something like Shor's algorithm to legitimate use. But the early stage computers exist and quantum concepts like teleportation have already been experimented with and proven. We're still just a decade away from figuring out how to jump over physical limitation hurdles (if ever even possible) to make it an actual viable alternative to normal binary computers. Right now, you can do quantum teleportation or complex encryption but it's still computationally so intensive to translate in the end to understandable binary values that your regular old CPU is more efficient.

StyleFree3085

How many IONQ achieved ? Google it and you know this is a toy compare with IBM and Google

casual_browsittor

I don’t think China is leading in all those areas. You just listed entire industries without pointing to any specific examples. China is definitely ahead in mining and refining rare earth metals, and they’ve made big strides in manufacturing and infrastructure. But when it comes to quantum computing, the US still holds the lead overall, especially through companies like IBM, Google, and several top universities driving major breakthroughs. Transportation? Europe is far ahead of the US in public transit design and efficiency. The US was built around cars, so that’s more a difference in infrastructure priorities than a sign of falling behind. EVs? China’s market has grown fast, and they lead in battery production, but the US is still strong with Tesla, Rivian, and several new innovators. Mobile payments? China dominates in adoption with Alipay and WeChat Pay, but the core technology and systems came from the US. Nuclear fusion? China is advancing, but the US remains a major player, especially through private sector investment in projects like Commonwealth Fusion Systems and Helion. Space? Again, that’s too broad a claim. China has made real progress, but the US still leads overall with NASA, SpaceX, and Blue Origin. So no, China isn’t ahead on everything. It depends on the field, the metric, and whether you’re comparing government coordination or private innovation.

te7037

They are betting on the pharma data revenue stream ie. the partnership between $IBM and $DVLT.

No-Breakfast-8154

Yeah the only exposure I’d do is the big companies working on it since they spend billions on r&d- IBM, Google, and Microsoft are the only ones I’m invested in

StyleFree3085

Quantum computing is good. But the core tech is own by companies like IBM, Google not those little firms

naked_space_chimp

For next week: 🟢 Bullish Catalysts Big earnings beats (Tesla, Netflix, IBM, P&G). AI + tech flow still hot. CPI likely soft or “meh” → rate-cut hopes rise. Fed tone dovish on weak labor. Shutdown easing = relief rally. Credit stress contained (so far). 🔴 Bearish Catalysts CPI surprise = rate-cut dreams die. Mid/small-cap earnings disappoint. Regional bank/credit risk resurfaces. Prolonged data shutdown = blind Fed. China/trade escalation. Yields spike → valuations crushed.

chsiao999

That article is citing an ibm article that's an ad for IBM turbonomic. The IBM article citation of the doesn't even go to any data, it just links to: https://www.ibm.com/think. The "$30billion wasted" number comes from a blog post deriving estimates by referencing a study that isn't linked? https://www.cioinsight.com/infrastructure/how-idle-servers-cost-30-billion/ The EDNA study seems the most legitimate: https://www.iea-4e.org/wp-content/uploads/2021/10/Server-Idle-Coefficients-FINAL-1.pdf It found 50% utilization in the best case given their proposed utilization metric, but also acknowledges limitations of the study as the companies volunteered their data center data, and aren't likely to be the actual major players hyperscaling data centers right now. From page 26: > As mentioned in the previous section, the current lack of information on the actual energy use of servers and data centres, and the split in what is an effective use of ICT and what not, is a serious issue. With respect to development of energy efficiency policies, it seems that a first step might be to require reporting from large energy users.

FaythDarkHeart

IBM , SPY and ASTS calls for next week heading into weekend. hopefully its not sour hour -\_- sold my GLD puts way too early this morning but 70% gains in 4 minutes is good enough

No_Economist3815

IBM. The sleeper AI play. Thank me later 

Nefarious_AI_Agent

The boomers at IBM have done it again 👏

Gambler_Addict_Pro

Stock reached (OCT-7th) +17% since I posted. Up 10% right now. Options would be way more.  I know people here like to jump into stocks even after going up 400% in a month but a company like IBM has a bigger market cap.  What I’m trying to say is: If you bought it when I posted, hold it. If you plan on entering a position now, I’m not sure.

Lazy-Departure-5291

IBM calls free money $310 strike price

cogit2

The competition is pretty crazy. Nvidia, AMD, Broadcom, Google, Meta, Amazon, plus international competition. IBM is said to be doing something, Intel is as well. And yet Nvidia is clearly holding its own.

murkywaters--

Which is sad because the rest of the morons in the world are like.. "Wow! Elon musk is brilliant for getting so many govt subsidies! He's so good at innovating.... By buying companies! And Bill Gates totally became a billionaire in his garage because he's a brilliant white man like House. Not because his mommy was a united way board member who knew the IBM chairman and got him to hire her son's company. But wait! Gates created MS DOS, right? No? Just bought it like Elon and renamed it? Um... Like I was saying.. What an innovator!"

TotalBismuth

They went from being SAP to being IBM.

LittleBoy1954

Lenovo makes a good product too. Should be more than enough to run anyt options trading app. Hard to believe that it has been 20 years sine IBM sold their PC business to Lenovo. My first PC was an IBM PC-XT with an 8088 processor. Am I dating myself or what. 😎

AverageNo130

Same thing happened to IBM when last ER was strong with good guidance. Could be enough investors feel sp is overpriced relative to perceived value.

GoodTweetman

Came up with a new motto for IBM: IBM? You bet I do. What do you guys think

No_Introduction_4464

SMCI is not one of the Circular AI mafia only way for a big jump is if one of the other AI players invest similar to Dell, IBM have not increased either

Icybonerr

This is my Rigetti Bear Case summary from what I have gathered. 1. Insane Valuation vs. Revenue Market cap: \~$15B; annualized revenue: \~$7M - P/S ≈ 2,100×. No fundamentals justify this valuation. Absolutely insane ratio. Dont think I have ever seen something so absurd. Yes its quantum yes its future tech I dont care 2. Negative Earnings / No Profit Losses = $25–30M per quarter. P/E is meaningless. Employee costs alone are like 8x annual revenue. 3. High Cash Burn & Dilution Risk Burning tens of millions per quarter. may need new capital = shareholder dilution. 4. Weak Commercial Traction Revenue comes almost entirely from small government contracts and no scalable commercial revenue. 5. Poor Track Record Over a decade in operation, minimal revenue, repeated missed milestones. 6. Competition & Technical Risk IBM, Google, Microsoft are far ahead in qubit counts and fidelity. Also have tons more money. Quantum advantage unproven; technical execution remains extremely challenging. 7. Insider Selling CEO and directors sold significant shares CEO sold 1million for around 12 a share and signals low internal confidence. Pretty sure he holds no direct shares too but may be wrong. 8. Speculative and Hype Driven Price Stock price seems to be fueled purely by hype and future speculation more than anything.

Joohansson

Not yet but I think the tech has the potential to be as disruptive as AI or more, just further in the future. I wanted to invest in those companies with way longer horizon maybe 5-10 years. But the market decided to hype them up 25x beyond their target in first year 😅 Might as well come other companies and those first ones to be dead, impossible to know. But being first mover usually comes with advantages as long as they keep it together. Also a big chance quantum will succeed better in the large companies such as IBM or Microsoft.

Thisispaartaaa

I have quite a few holdings dude, north of 40 individual companies or etf's...35% of my port is gold/silver related stuff...another I dunno, 25% would be HPC type companies or AI related (like APLD, WULF, GLXY, CRWV, AMD, INTC, RZLV, BITF). I hold blue chips like IBM, BA, LMT, CNR...Little bit of crypto....kind of a mixed bag to be honest.

Crazy_Donkies

You mean the $1.6 trillion company trading at 50 PE? I'm pro AVGO, but relax.   GO LONG on AVGO. They are one giant contract from being $3 trillion.  Once big companies realize they want custom chips for the savings, watch out.   Companies like WMT, AMZN, TSLA, X Ai, ORCL, MSFT, IBM, and more should be buying custom, not off the shelf stuff.  All their use cases differ slightly and I think they shouldn’t pay the NVDA tax.  I also think large cloud providers will start buying once they see having NVDA chips doesnt matter to their company's revenue.  Then there are the clouds selling to startups.  NBIS should be buying custom chips.  Startups just need training and inference.   Do their customers care it came from NVDA?   AVGO will a massive company.   Set a reminder me.

FewUnderstanding2214

Yes big red flag. If I wanted to invest in quantum I would IBM or Google.

AncientGrab1106

Or IBM

sha1dy

its also a scam for 99% of the time (except big dogs like IBM and Google)

type_your_name_here

Pegging a company's success to their first building is so dumb. [Rigetti computing building](https://www.google.com/maps/place/775+Heinz+Ave,+Berkeley,+CA+94710/@37.8530836,-122.2938491,3a,75y,157.99h,95.54t/data=!3m7!1e1!3m5!1saIvNPBhiQTWk0np02-L4FA!2e0!6shttps:%2F%2Fstreetviewpixels-pa.googleapis.com%2Fv1%2Fthumbnail%3Fcb_client%3Dmaps_sv.tactile%26w%3D900%26h%3D600%26pitch%3D-5.543287990975756%26panoid%3DaIvNPBhiQTWk0np02-L4FA%26yaw%3D157.99482001216035!7i16384!8i8192!4m15!1m8!3m7!1s0x80857ef4048fae53:0xbaf6dc926f116307!2s775+Heinz+Ave,+Berkeley,+CA+94710!3b1!8m2!3d37.8531855!4d-122.2938614!16s%2Fg%2F11fzw81hw_!3m5!1s0x80857ef4048fae53:0xbaf6dc926f116307!8m2!3d37.8531855!4d-122.2938614!16s%2Fg%2F11fzw81hw_?entry=ttu&g_ep=EgoyMDI1MTAxMi4wIKXMDSoASAFQAw%3D%3D) [IBM first building](https://peerlessrockville.org/historic-rockville/peerless-places-2/the-ibm-building/)

getyourledout

What about the somewhat publicized quantum computer that NASA was working on that was abruptly “scrapped” with no apparent reason given? That was a few years ago, long before Willow or IBM or China started talking about it. The nsa had cryptography the moment cryptography became a thing. They then funded/stole the most complex cryptography algo ever and then minted it as the standard for security protocols. What makes you think the nsa has been behind in quantum computing?

Nice_History5856

That would be hilarious, but if they solve quantum gating for real before us we are screwed and all standard and advanced encryption is trash. These quantum companies will probably never solve that problem. In reality some combo of IBM and Google are more likely to deliver on this. IBM has a decent sized quantum lab and google's willow chip seemed promising but that's all just headline BS so who knows what's real or not

Putaineska

All pure quantum is a scam. The only listed company which is actually trustworthy is IBM. And maybe Alphabet.

Whipitreelgud

I was investing decades before the .dot com bubble. CNBC did interviews of people selling their website with word salad business models. You knew that was never going to succeed. But, there were companies like Microsoft, Amazon, and IBM that were quality companies. Cisco seemed like it couldn’t fail at the time. The trick was to void the no business model companies and stick with quality. I am impressed with what Alphabet is doing, I believe they are a quality player in AI, and there are others. They make money, have a quality balance sheet, etc. What will “pop” with them? Probably greater value.

te7037

Wrong, mate. Schilex is using its platform to analyse their pharma data? So, $DVLT has potentials in pharma data analysis where $IBM is involved. Plus, it also dabbles in quantum computing too? And, the audio part? Is it going to offer the same product like $SOUN

Fine-Needleworker364

No. It's a fraud. IonQ and Rigetti have shown proven tech. They are overvalued to the point overvalued is a simple term. But people who no thing about quantum computing investing in quantum computing stocks is just laughable. Quantum computing is very expensive and will never be commercial. It's used for research purposes and even in bullish case it will be for the next 50 years. Reason it's done so it to observe entangled states (multiple states rather than single state). It's very exciting. Now two stocks I have skepticism about is D Wave and Quantum Computing Inc who have been in existance longer than IonQ and Rigetti yet have nothing to show with regards to independent studies or product demos. If your company has existed for 20+ years and has nothing to show for, it's definitely not a good sign. Company is making less than 3 million in revenue (D Wave) but its all through private equity offering - no return is being produced. It's a fraud. If you want to invest in quantum computing, do IBM - even they are overvaleud but they have the tech and resources to back it up. Rigetti and IonQ are expensive - really expensive but they have real product - although it won't produce returns within the next ten years. D Wave and Quantum Computing are more likely than not as real as Nikola

---Imperator---

Game changer in 20 years from now, while we currently have companies in this area with zero revenue and zero growth being valued at over 15B (see RGTI). If you want to get into quantum computing, go into someone like IBM who is actually making progress in researching the technology.

Dizzy_Maybe8225

Today's move does not make any sense. The news is [https://www.cnbc.com/2025/10/13/quantum-stocks-jpmorgan-investing-push.html](https://www.cnbc.com/2025/10/13/quantum-stocks-jpmorgan-investing-push.html) $10B in 27 categories, and Quantum is one of them. But I don't think JPM is going to invest in any of these overpriced Quantum stocks. Google, IBM, and there are a few others make a good purchase. If JPM is investing in IONQ, RGTI or QBTS or QUBT, then I would definitely consider buying some. Does anyone know where I can find the prospectus for this new fund?

No-Breakfast-8154

What do you think about IBMs roadmap? I saw they said by 2029 they would have “usable” quantum computing. IMO I think IBM and Google are the only quantum plays worth investing in

roundlikeanorange

Yes! He3 is required to make current quantum computing technologies work using dilution refrigerators (DR). Companies like IBM are now working on scaling this technology up from a couple DRs to 100s of DRs for data center scale quantum computers. He3 is extremely rare and costs ~$2500/liter of gas. These companies are going to need a lot of He3.

redsoxb124

Good on you. Great visibility on the way up and hedging your way out of it. Although another +25% today…. I keep on asking myself “is this a lunacy valuation” but the big money is absolutely flying in the industry right now. Wonder if MSFT or IBM or GOOG looks to take them out if we see some price stabilization.

jfwelll

Why them over others like IBM google ionq at this point? Im on cccx too which i think have potential. Just seems like some pumped so much and if they go down will probably take down the whole sector in this market

Internal_Field5970

Sam Altman fucking announce a deal with IBM

Internal_Field5970

Should you I buy IBM now on a red day or fomo in when it gets its deal and it’s up 15% already 

Internal_Field5970

When JP Morgan invests a ton of money in quantum it no longer becomes an investment but a business model  When IBM gets its flowers it will be glorious 

Internal_Field5970

You’ve seen deals with Intel, Broadcom, AMD yet you will be surprised when IBM time comes 

LiamPhlegmsworth

Why IBM dying tho?

BluesFlute

Diversify. DCA into big ETFs, Understand seasonality and potential for weakness of dollar. Megacaps are international in nature, making them desirable. Individual companies? Consider GE, GEV, IBM

Internal_Field5970

IBM has had solid headlines, nice movement, data looks good When is Mr Altman going to pump it 

TrickyChildhood2917

Spokesperson for Open AI & Anthropic: “ We are currently working with businesses where the staff are the under fifty years of age MBAs, etc. . Easier to fool. We will of course come for IBM and Dell, but their management suite still have executives over fifty so they are harder to bullshit. We do expect greed to get the better of them when we offer more non existent monies. “Thank you for the question”. Next

jfwelll

Well here is the theory behind all these pumps: IBM msft and goog would need to be at very high valuations "just" to double your money. Loads of people want 10x , so the giants are out of the equation. Lower mcap, easier to move. Moves fast, gains attention, more people pile in to be early on the next big thing. I traded many of the small cap tech stocks and im going to say i regret selling some of them including most of my oklo and all my rgti. And while I agree its ridiculous, if the bubble continues to move up, I expect many more smaller caps to do well for the same reason. Will be a bloodbath when it bursts but until then it can be profitable. Thats why I still open some speculative positions, recently cccx, and im pretty tempted to go for even lower caps in rare earths. I secure the investment quickly but letting house money ride pays off way more than any of the big and safer companies I own

Thisispaartaaa

yeah RGTI gets a 5.3 million (MILLION) order...and it's worth 16.5 BILLION??? doesn't make sense, especially when IBM, MSFT and GOOG by the sounds of it, have better quantum tech, and basically unlimited R&D budgets.

UNEXPECTED_PREQUEL

Thinking about building a conservative value portfolio Nothing crazy, just some undervalued value names for the long term: $BRKB $IBM $GE $RGTI Any other suggestions?

LostFaithlessness201

The old boys IBM and Dell thinking can we join this AI party or is it for trendy youngsters lol

Lonely_District_196

Consider the dot-com bubble. It was all about computers and the internet. Those technologies have become bigger and worth more than we expected. There are companies where you could claim the bubble popping was a blip on the radar (IBM, Apple, Microsoft, etc) That's not what made it a bubble. What makes it a bubble is the euphoria around the market. The idea that X is so big that you can't lose. The real problem is overvaluing companies to the extreme. There were companies worth millions that never turned a profit. Even companies like Cisco, which is a legit good company, never recovered from their dot-vom peak.

arharold

IBM gonna fly

gizamo

China also can't make 2nm chips, mate. Only Taiwan/TSMC and Samsung can do that, and both do it with US research. For example, the process Samsung uses is licensed from and was developed by Samsung with IBM. TSMC uses research from US universities and their own processes. China can't even make decent yields at 12nm. They stole and replicated TSMC's process for a while, but they couldn't make it worth a shit, so they stopped. We can make magnets right now. You very obviously have no clue what you're talking about.

kob4343

the reality is that if/when quantum computing becomes a viable source of computation at even absurdly large operating abilities, much like the IBM computers of the 50s, the value of those computers to government and military agencies will be far too valuable to not be heavily invested in. a working quantum computer to invalidate any and all encryption that exists today in SECONDS. I'm well aware that I sound insane, but so did the first adopters of the internet. the whole point is that no one knows how much this will effect the market and that is why its just been climbing and climbing. I did not expect this much this fast, i bought in thinking by the time i retired i would have millions, not 5k turning into 30 over 8 months..... but that doesn't mean there isnt real value to this stuff and people always want to be on the ground floor.

infowars_1

With shors and factoring, the cryptography application is worth at least $100B. But I think Google or IBM is the best player to take that market.

COgrace

The IBM stock I was gifted by my late grandparents is going to turn into some nice vacations or a new horse in retirement.

te7037

That's why I have increased my holdings like $DVLT. $DVLT is a good buy as it is stabilising at around $2. The CEO converted his $3M convertible promissory note into 10,000,000 shares before Scilex announced their $150M investment. It also formed a $5,000,000 partnership with $IBM to work on the deal. It's into quantum computing as well as security tokens.

darkslide3000

That's not how quantum computers work. You have to write algorithms that specifically take advantage of their qbit capabilities, it's not something you would do by accident. This is not some snake oil, this is billion dollar science and the effects are well understood (e.g. if you know the capabilities of the quantum computer in question, which I assume IBM has well researched for their Heron, you can simulate with conventional computers how it would run a certain workload and what kind of speeds you could achieve). Besides, quantum algorithms are usually all about exploring multiple paths at the same time (like in a labyrinth with many forks in the road). You can still verify that you got the correct result (e.g. reached the exit of the labyrinth) conventionally later, the quantum computer just helps you figure out which path to try first.

Tomato_Sky

Yeah this is what I don’t see getting talked about. crypto drips 10%. But there are companies that have decided to invest in having crypto reserves. Companies were buying in as late as August, if I was reading correctly. The larger tech companies with products don’t, generally, besides Tesla. Apple, Microsoft, Google, IBM, and Nvidia are not as affected directly. Nobody is valuing Nvidia as a Bitcoin Mining tool, that’s more of a 7th use case kind of deal.

te7037

Wrong. it's employing $IBM to carry the Scilex's work on pharma data. Once it's got the experience on pharma data, the share price will shoot upwards. And, quantum computing.

manslxxt1998

IBM

Illustrious-Hawk-113

I feel like IBM, Google or ionq could crush them in that department long term

GoodTweetman

I could maybe see it being a small division in IBM or Google that does government contracts. That strikes me as the best possible path for quantum.

PatientBaker7172

I use IBM quatum to predict random. It works

Hacking_the_Gibson

Fantastic! That means OpenAI will clear a whole $24M/year in revenue for that subscription. Then, they could go get the rest of the top 50 and stack up a full $1.2B. There are 29M people employed by companies which make up the SPX. If we assume that every single one of those people gets a $200/month ChatGPT subscription (to include shelf stockers and warehouse workers at Walmart and Amazon), OpenAI will generate $69.6B revenue annually. That is approximately the amount of money IBM makes currently, and that shit is valued at $260B. The math ain’t mathin

arharold

IBM to 300

Glittering-Praline59

It's entirely within the pattern, you just refuse to accept it because you are buying into the crowd mentality that has been established since we're in a multi-decade long uptrend. Reddit is never right about stocks and investments, last time I posted something in April this year and I was downvoted to oblivion for claiming that the market could reach ATHs this year, because they claimed Trump was ending the US economy. The US will not go bankrupt, US stocks will simply stagnate up and down for around 10-20 years like in the 1980s with stagflation. MAG7 = Nifty 50 in the 1980s, great companies but valuations slashed in half or more. Gen Alpha will laugh at Gen Z like we laugh at Boomers buying AT&T and IBM. Subreddits like this will stop fluorishing, and when investing becomes "boring" again, that's when the true investors will start buying.

Lanky-External8433

I will do some DD on IBM, so far the CEO looks extremely competent. You recommend holding stocks or LEAP?

Internal_Field5970

Do NOT eat the ass and do NOT sleep on IBM

Internal_Field5970

IBM has unveiled a significant advancement with its Spyre Accelerator chip, designed to tackle the demanding requirements of artificial intelligence workloads. This new hardware promises to enhance AI inferencing capabilities while maintaining the security and resilience that businesses demand for their core operations.

arharold

IBM is about to skyrocket past 300 in the next week

OchoGringo

I don’t remember the number of shares, but I went against the advice of my stock broker and bought Apple at $10 a share on the knowledge that they were bringing in a new CEO. Apple was doing poorly, and the guess was that it was only a matter of time until IBM drove them out of business. Steve Jobs came back and the stock took off and I sold it at $20 feeling very good that I had doubled my money in a fairly short period of time.

ethereal3xp

CCCX >Infleqtion's neutral atom quantum computing technology stands out for its long coherence times of about 40 seconds, while superconducting qubit technology, such as that used by IBM, typically has coherence times around 400 microseconds (0.4 milliseconds).

leomeng

It’s probably the only legit quantum play in USA outside of IBM

Hell_Hat_5056

for me its how people are trusting open ai to bring agi people forget that like always the person who started it def isn't who brings the most innovation biggest problem with innovation is the bigger you are the less your board wants to try new shi all they want is they're money back as soon as possible. look at MSFT and APPL even IBM had that problem. Most people thought that IBM could've brought the first great computers and all the rest but the best at it turned out to be a rising start up from SF ran by two cool minds(APPL).Even OPENAI once was a rising startup from SF too,people seem to forget that a lot but remember it once was a raising startup now its just another company well established with no current way to make actual good profit currently so they make deals like that . funny how people have forgotten the part that AI development have gotten to the point of an almost pandora box problem where one a select few understand how it works so less informed investors trying to basically own the future and use most of their wealth to get in no matter the cost no one wants to be the guy without a job because of ai .That is basically AMD giving 10% of their company to a unprofitable company to buy their own chips like wtf. Is it a bubble yes but it isn't like a Dot com bubble history is proof we are advancing fast as a civilisation yet at the same time getting decentisied to what is reality.Think of sora if they have achieved this kind of ai video creation what could governments do before like what about the many cases of they were insane in late 2016 and 18 saying the didn't do the crimes yet to keep the best kept secret they went to jail. we as humans truly have a gift in predicting our worst case scenarios whether accurate or not but time always reminds us no matter what we do that shit moves on

LiamPhlegmsworth

IBM making the slowest, boomeriest climb back to green you will ever see. Like a geriatric Thomas the train

RainieY

What you're saying makes no sense to me. > Microsoft gives OpenAI $100 Billion. Microsoft PAYS OpenAI $100 Billion to BUY their product, in hopes of generating more than the 100 billion they paid > OpenAI gives IBM, Intel, AMD, Nvidia, and others billions of dollars. OpenAI PAYS IBM, Intel, AMD, Nvidia, and others billions of dollars for their products, in order to provide microsoft the product they sold to OpenAI. OpenAI is not paying these companies 100 billion, they will pay less than 100 billion to make a profit. > Cumulative stock price of these companies increase by $500 billion. Cumulative stock price of these companies increase by however much investors are willing to pay. Investors can adjust in real-time their valuation based on their expectations and risk tolerance that varies from one investor to the next. If people are willing to pay 1 billion for a potato, then that's what the potato is worth, it has nothing to do with circular investing or whatever. This is how the real economy works. You buy 100$ worth of wood from a wood manufacturer, you sell that wood at home depot for 150$ to make a profit, the buyers of that wood will build a house that cost 1 million to build and which they will sell for 1.5 million to make a profit. There is no circular investing, everyone is BUYING and PAYING whatever is required for their business to make a profit.

BillySimms54

As an investor I kind of don’t care. If I can make money on buying and selling stocks of companies related to AI I’m good. That said I better know when to get out of these stocks !!! But a little background why I don’t think it’s slop. I was presented with a demonstration of IBM’s Watson 10 ish years ago. It didn’t work and the presenter admitted it. The same goes for Microsoft’s solution. That was 8 ish years ago. But now both of those tools have evolved into a viable solution in some areas. It takes time. I also used a tool that generated code from a GUI front end. It worked great but the code wasn’t always the most efficient. It also evolved. All of these AI tools will also evolve.

elpresidentedeljunta

To be fair, IBM had some promising results recently.

Odd_Onion_1591

IBM, please do IBM

Mr_Doubtful

You’re kind of proving my point. Nobody’s saying all dot-coms made money — obviously most didn’t — but a lot of tech companies during that era were extremely profitable: Microsoft, Intel, Cisco, Oracle, Dell, HP, IBM, etc. They were real businesses caught up in the same market mania. And your IBM comment doesn’t even make sense — being founded before WWII doesn’t exclude it from the dot-com era. Nvidia was founded in the ’90s, long before AI hype, but it’s still part of today’s “AI era.” Same logic. The point is: there were plenty of profitable companies during the bubble; profits didn’t stop valuations from going insane then, and they won’t necessarily stop it now either.

Mr_Doubtful

Microsoft – $7.8 billion profit Intel – $7.3 billion profit IBM – $7.7 billion profit Cisco Systems – $2.7 billion profit Oracle – $2.6 billion profit Dell – $1.8 billion profit Hewlett-Packard (HP) – $3.5 billion profit Sun Microsystems – $1.0 billion profit EMC Corporation – $0.5 billion profit Qualcomm – $0.67 billion profit

Old-Commission2782

IBM calls.

kidcrumb

Microsoft gives OpenAI $100 Billion. OpenAI gives IBM, Intel, AMD, Nvidia, and others billions of dollars. Those companies buy Microsoft products with that "investment" Cumulative stock price of these companies increase by $500 billion.