IBM

0DTEDEGEN1

You have it reversed, Intel is the new IBM

TheRumBarron

There is always that possibility, as they do innovate, but just shit and slow to commercialise any innovation and bring it to market - many of my years at IBM was under Ginny, and I did love her, charismatic as hell, but just didn’t do a good job of winning races…Arvind seems to be taking a different approach, aggressively buying companies - but again I’m not sure what the vision is, despite some of the shite my colleagues are pumping out on LinkedIn saying he’s a visionary building the next “whatever buzzword in fashion” with said acquisitions….but it only takes one good acquisition, or hopefully something coming out one of the R&D labs to market…

Substantial-Peace138

Okay, amazing detailed information on what the business does today … I don’t pretend to know the how , but I know for certain the market has a way to innovate for opportunity cost , I.e. new management and government deals , yes I believe the administration has already hinted a deal and financial support is in the works. My comparison to INTC, still holds here I believe . Not in terms of literal what the company offers , more about a struggling company offering no shareholder value for 13 years. In a good market, which we are in I have extremely high conviction IBM share price at least for a period of time (3 years or more), will outperform all else …. I’ve been looking and watching for longer than I’m comfortable saying …. Please share more …. *IBM price was $213 in 2013 (13 years ago) it’s just time for a gigantic and I mean gigantic swing . I will be placing OTM for June 2028 in the next month or two.*

Vryl

IBM is the new Novell. Eventually it will be broken up and sold for parts.

skocznymroczny

They offer "enterprise solutions", kinda like IBM. Remember the saying "nobody got fired for buying IBM"? In large companies, they have various levels of audits that they need to fulfill and Oracle and IBM are good at providing certified software that fits those checkboxes. And the management in those companies is often few levels away from the actual technical leadership. Their solutions might be overpriced and overengineered compared to open-source or leaner closed source alternatives, but they have good marketing teams and ways for companies to rationalize their use. If things don't go well, it's easier defense to say "it wasn't cheap and everyone uses it" rather than "we used some free open-source software".

TheRumBarron

IBM employee here…unfortunately can’t agree with your thesis…IBM Cloud is absolute garbage, its absolutes hated by our clients? I’m in the consulting arm, so naturally I’m told to try and push IBM Cloud and anytime it’s mentioned, both IBM and customers have a joke about it… Mainframe is still one of the strong pipelines of IBMs given that most financial institutions operate on top of our zMainframes…but we aren’t talking market moving numbers, it’s just a steady revenue stream that will likely decline over time, albeit at a slow rate The problem with IBM is that we are so fucking slow to innovate, even when it’s right in front of us, despite the amount spent on R&D and I’ve been to some our R&D centres in the UK and US and it’s impressive….However we are just to god dam slow to commercialise anything….for example Watson, we had a version of AI long before LLMs, but even after someone else posted the research on LLMs we still failed to make Watson adapt, and were outpaced by the other big tech….Another great example with Cloud, IBM had a great hardware business, and were in a strong position to establish dominance in the cloud space, but again slow to scale, and eventually when they tried to make their own cloud business the service was dog shit in comparison with Amazon and Azure. This always leaves IBM in a position where instead of being the solution owner (where the money is at) they need to pivot to becoming a service provider for such solution, I.e consulting on other peoples solutions….or buying the solution owners, problem is, you quickly find those solutions get rebranded and entangled into the IBM ecosystem where it dies a slow death - thankfully they have left RedHat alone! The same story will happen with Quantum as well, we have done great research and innovation there, but as soon as the technology is in a position to be commercialised, Google, Atos etc will beat us to market with it - IBM don’t have the ability to turn innovation into commercial viability

new-chris

IBM revenue 2025 rev was still $67.54 billion (up \~7.6% from 2024) - yea off the peak of over $100b in 2011 - but one could argue they aren’t even remotely the same company now. As for Nike - I like the shoes, I feel like the stock is hated right now, and it’s gonna take some kind of good news to move it.

Primary_Olive_5444

https://preview.redd.it/geg1hnit7dqh1.jpeg?width=2388&format=pjpg&auto=webp&s=497e6a23d431e05cc3b500a5dd73de421e06d121 IBM sells cloud. Their cloud comes with their own version of Linux (REHL) and other software stuff, like Openshift (which is similar to VMware) Infrastructure- mainframe (2Q26) numbers wasn’t bad, but the framing from the CEO makes it sound bad. Maybe it was deliberate move. That framing causes a big plunge on 14th July. Overall revenue for 2Q26 was 1% growth YoY but EPS grow was higher like near 5%. It’s the optics of the YoY making it look bad + the CEO framing. But QoQ and comparing vs past quarters it’s actually normal. IBM Q4 needs a standalone comparison because there is lot of seasonality effect there vs any other quarters

turbo_dude

IBM was big and now after decades of shrinking and becoming irrelevant suddenly they will, oh wait, no they won’t. 

1ncognito

Quick history lesson on GF- It was founded as the conglomeration of AMD’s Dresden Fab, some IBM fabs in upstate NY and Vermont, and Chartered Semiconductor in Singapore as AMD went fabless. This was accomplished via the relevant business units being purchased by Mubadala, the UAE’s investment arm. First few years AMD remained the majority of the revenue but it quickly became a struggle as AMD wanted to compete at low tech nodes with Nvidia and Intel, but GF couldn’t afford the insane R&D cost that would come with that race, so in 2017 they announced a pivot away from EUV technology to focus on “essential” chips. This means things like radio modems in smartphones, car sensors, power switches, etc. - all the stuff that is needed for that 2nm chip to actually do what it needs to do. This has been a heavily questioned move - many felt like giving up on EUV was essentially giving up on being a market competitor. But it’s proved to at the very least be a stabilizing move, allowing GF to spend the last few years slowly modernizing their internal business processes, something that has shown in the fairly steady margin growth from roughly 25 to 30% As you mentioned, they’ve begun investing heavily into new non-EUV tech; silicon photonics has been a boon to their revenue as the smartphone market has plateaued, and there are legitimate reasons to be excited about GF’s placement in the quantum computing space - their 22FDX platform shows some promise for control modules at cryogenic temperatures for example. Now, do I think that there’s reason to think gf is undervalued in the mid 40s? Absolutely. But I think the “right” price for the stock is probably in the mid 50s to low 60s for the next couple of quarters. If they can start showing some major demand and capacity ramps in the coming quarters then they could shoot up, but I doubt you’re gonna 5x your investment anytime soon. It’s still a very immature company (in the grand scheme of things) that’s gotta get through some growing pains and find the market they can really own.

sparcbook

The reason IBM had an over-funded pension in the 90s was their executives would work until a week before they died. Warren Buffet has no other purpose than to do what he does. If he's stepping down, I'd wager he's now living on borrowed time.

davidbigham

both QCOM and IBM down 3% today. I think they targeted me

laststarfighter2635

IBM showed they were failing so Trump gave them a billion. Oh yay

Salt_Contract342

IBM was down over 4% today. What entry were you looking for?

Calvertorius

I was really hoping rate hikes would give me a better entry into $ELMT, $RDDT, or $IBM. Now I’m waiting to see how end of week plays out.

DistributionBroad173

IBM will still be around in five years. IBM will still be paying dividends. IBM has raised its dividend every year for at least 25 years, it is a dividend aristocrat.

DistributionBroad173

Yup, IBM is so engrained in the big company IT departments they are hard to displace. IBM has AIX their own proprietary operating system based on UNIX. When I walk in trying to sell the IBM dudes, it is almost always dudes, they do not want to learn new tech at all. They want their jobs to be secure and no new tech unless it is IBM new tech.

KYEEZY98

In an alternative universe not too far away, IBM is the largest company in the world and the leaders of the AI race.

Mental-At-ThirtyFive

I think so but sold all of mine earlier before it dropped. Will consider. Some firms need an active inhouse model development for commercial use for their corporate customers - IBM is one and there are other firms too

Disastrous_Rent_6500

IBM is a good company it’s not cheap enough to be interesting

Disastrous_Rent_6500

I didn’t know AS400 IBM

roba121

A computer cannot be held responsible therefore a computer must never make a management decision. - IBM manual

WonderfolioApp

A share price on its own tells you nothing, $200 can be cheap and $20 can be expensive. What matters is what one share earns and how fast that grows. IBM's earnings per share (profit split across all the shares) are about where they were ten years ago, it earns about 9% on the money in the business, and it carries debt around five times its yearly profit. So the price is not high because the business got much better + it is high because the market expects the AI work to change that. Do you think it will, or is this the same company at a higher price?

uncoolkidsclub

Its funny to think that people confuse innovation with success and stability. IBM is intrenched in so many businesses. Fun Fact, Caterpillar still runs on an AS400.

Blammar

Words from one of the corporate songs: "IBM You BM We all BM for IBM!"

Empty-Initial1996

IBM doesn't offer meaningful products? Tell that to their enterprise clients still running on IBM Cloud and Watson AI.

Conscious_Lunch_907

IBM's quantum hardware is patented. Google et al don't have licenses.

davidbigham

IBM at $200 was the dip .

Readonly00

Can it be on IBM instead please

leehomf

How the hell is IBM up?

Mountain_Drive1694

Anybody been watching IBM

Salt_Contract342

Well, I have MU, IBM, INFQ as a fair portion of my port. So I am in for a loose anus week tbh. But hope for sunshine and rainbows 1MO out

Salt_Contract342

Look at my little IBM dark horse. I knew that 25% dip was a good firesale. I wonder what will be the best drop to buy this week while everyone panics about short term nonsense

ActJolly

ai trade is primarily based around memory hardware, so people pulled out of software companies to put it into hardware before, causing software to go down. literally one of the IBM guys told people to do this and they lost 25% in one day lmao. but yes, ai and software trade inversely

Open_Pollution_8038

Oracle is a bad pick, what they’re selling is becoming a commodity on both fronts. Google’s main product, search via Google.com, will shrinking sooner than later. Every person I know that had adopted AI search apps had drastically reduced their Google.com clicks. The writing is on the wall. What’s left of Google is nice, I just see a company becoming IBM 2.0. They’re successful enough to stay around but they won’t hit lightning in a bottle again. META - I’m big in this one. It’s Google 2.0 new and improved, has legs to run. Social media is just a better medium to service you ads. Meta knows more about you via Instagram, Facebook, etc than Google could ever mine from you by clicking blue links on Google.com.

Mobile-Two-5167

try a cheaper stock like Netflix or even IBM McDonalds is at a 52 week low. . . all would be cheaper than goog.

sweetbutterfacepoop

Big tech are spending a lot of money because it's hard to get it right in this turmoil, they just want their market share, im 32 and looking to forget about my investment for the next 10 years, im thinking Apple, IBM or TSMC

Salt_Contract342

Are we going to talk stocks at all? I'm up 10% on IBM since I bought that earnings dip. She still have legs, or should I rotate out?

West_Lavishness6689

Who's buying this shit? Historic cell phone Launch Prices * **1983 Motorola DynaTAC 8000X:** Launched at **$3,995** (worth over $10,000 today with inflation) as the first commercial cell phone. * **1994 IBM Simon Personal Communicator:** Launched at **$1,099** (about $2,430 today). Modern Smartphone Launch Prices * **2026 Apple iPhone Duo (2TB):** Apple's first foldable phone starts at $1,999, but the maxed-out 2TB version reaches **$3,199**.

bobsaab20

IBM ready for 250

Salt_Contract342

IBM being the best performer in my port today was not on my bingo card

Cool-Pumpkin2919

why CEO matter? you should look at IBM's history. about $120 in 1999 and that lasted till about year of 2022.

sylsau

It is part of the game for these tech giants to announce they have achieved AGI with every new release of their tools. We are seeing something similar in the field of quantum computing, with major announcements from Alphabet or IBM claiming they have achieved quantum supremacy. But time and again, these are just publicity stunts. We aren't there yet!

NappyDougOut

Watson would probably be somewhat there RN if IBM stuck with it, but thank goodness they didn't. Good thing is that robotics are ages away from connecting to anything artificial for control. Duct Tape & Rubber Band Tech is so hot RN... 🫤🪿

Crowleyer

In theory, until $0.  It think it will stay between $35-55 price range for years. There are many bagholders that will keep this stock for long-term now, its part of many ETFs, boombers hold a lot in their retirement pots, and they offer +4% dividends.  Like MSFT/IBM lost decade period, Nokia, Kraft, Unilever, etc. 

Valkyrie_Skuld

You'll be wrong about this one. Also IBM generates profits.

f1ve-Star

Cisco, IBM, GE, Xerox were like the mag 7 of their time. They are still here, so I see OPs point I suppose.

Full_Pear449

Traded on a PROP DESK - RISK/ARB---we also had a FICC desk, Principal Strategies, Global Macro X FICC, A seperate Cross Currencies,and 3 other Desk were essentially HFT desk, Two desk were combined and joined our Asset Management side. The difference between today's Prop desk is that today's are Girly Versions of a Prop. We were not restricted to only day trading like today and we were not retricted to equities. We traded what ever we wanted. The really cool part was that we were in a glass enclosed room, seperate security cards and entrance, on the 4th floor of our building and the totality of all the desk was a CITY BLOCK The execution of the PROP Desk was after the Volker rule went into affect. It was designed to strip all Prop Desk from firms in 2010 but was finally accomplished by the end of 2013. The general purpose was to have every trading desk a part of the Firms RWA calculation. No longer can you have an OFF balance Sheet Desk, or any exposure like CMO Tranches you did not sell just sitting on a Blotter and not counted as a risk. This all came about when Basel 1 and Basel 2 came into affect and you needed, most of the time, to count them as a Risk to Capital and not just OH BY THE WAY WE ALSO OWN THIS.  IN 2008 we were significantly short ML< SLH< AIG< NATWEST, WASHINGTON MUTUAL, MBS INDEX, COUNTRYWIDE , and long as possible CDS. While we were long CDS the regular firm was selling them to the Street on a BIG SCALE. Since we could not deal directly with the our Firm we were buying them from a 3rd party. We were trading the firms money not customer , client money so there we were not guided by any SEC or FINRA regulations. I was short 10's and 2yr Treasuries on a GRAND SCALE, long MBS pools that were made before 1999, short anything that had Adjustable Rate Mortgages associacted , indexed or was in the security. Generally speaking ,on the firms books, you were expected to be hedged against your position. NOT us , we went unhedged which at times was dangerous. It was fun, educational,tense,required constant attention, and was usually on the desk from 6am to 9-10pm at night. Exepting FRIDAY's , our desk had a reasonably strict rule on FRDIAY -EVERYONE imcluding OPs, trading, and trade support , or anyone associated with the desk be gone by 7PM. Saturday was an all hands gone bu noon and NO SUNDAY. PERIOD. You should look at the pod cast from-- David Weisburd -E189- Inside Goldman Sachs Desk: Lessons from a TOP Trader. We extensively used WACC modifiedModels , way way to our advantage. We had our very own IBM i system that ran continuously variantions on a theme for any and every security even remotely associate with MBS

Neoshinryu

congrats regard. whenever I see gains on shit like IBM and DELL some part of my brain fries a little bit

atape_1

Very different companies. Snowflake is completely new stuff, new approach, Oracle is a legacy, old company. It's like IBM, but worse.

Ok_Committee4575

10:36am IBM Puts Sold 270P 2028-01-21 1500 $9.1M 10:35am SNOW Puts Sold 300P 2028-12-15 1350 $11.4M

SoloOutdoor

Working for mango is probably like a 24/7 on call rotation for IBM Chennai

Salt_Contract342

IBM aint looking hot lately either bruv

Glum_Anteater1250

Just told the wife to cancel dinner plans and took the $50 and bought 50 116 $orcl puts expiring Friday.../s Watch them pre-announce early like IBM did...

National-Dragonfly35

There are nine new revenue contracts for IBM and some startups. You may want to search a bit as they are increasing.

National-Dragonfly35

I disagree. The advancements are close to the AI industry and are not landing real-world revenue contracts. I mean, unless you know something IBM and China doesn't. Apologies for not adding any profanity lol

yashskullfox

Generated by IBM Watson.

Due-Chipmunk-1335

IBM will be a 3-10 trillion dollar company because of quantum. its a big range, but at least you know it'll be in the trillions

Fantastic_Show_328

>I just don’t think they have a future. Yeah but if IBM hasnt died yet, I cant imagine Oracle will go first.

Due-Chipmunk-1335

i bought nvidia in march 2020. im telling everyone now. when the bear market is over (2032), dump all your money into IBM for the quantum bull run

MetaCooler007

IBM for the inevitable round 2 of supercomputing hype. Fat dividend if you're a boomer, too.

Spins13

Poor culture like legacy IBM, Oracle, HPE, … Poor culture like META or MSFT can work for a long time

Tasty_Pollution4439

I mean… you didn’t take any lessons from your losses on LULU, NOW, IBM, ORCL, ALAB, AAPL, NASA and USO. And you went full regard into the IREN earnings. You took a step back and did a post mortem of your trades but still on copium that it will bounce back. See you on Monday.

Proper-Store3239

Sometimes timing matters and right noe there really is no clear dominant place that looks like it hit a hone run. THe issue is we are basically bei g sold a line by about dozen companies on what the future is amd it priced to perfection. You think MSFT looked like a winner in the early 80 against IBM. Sit back and invest in safety and focus on other things for a bit.

wlphoenix

IBM is a consulting company at its core now. I'm not sure they actually have the bones to capitalize on a research breakthrough. The marketed being at the front of AI w/ Watson and look how far that got them.

Drew0223

I’d say IBM then Google IMO, cant go wrong on either tho.

WordsHappenedHere

IONQ is actually the best pure play quantum stock. Best in breed. They have multiple milestones coming in 2027. This idea that it’s all “years away” is wrong. Commercially viable machines that will work in drug discovery and chemistry within 12-18 months are extremely likely. It will literally transform the biotech industry. Start there and just review their 2027 roadmap. Look at what IBM and Google are doing as well. I think IONQ will at the very least be acquired eventually if they don’t become the defacto leader.

Alt_rio

Google or IBM

homewest

I think that risk is already there with the abundance of free or cheaper CRM tools today. There is a lot of competition in the SMB space.  However, vibe coding a CRM from scratch is tough. Would you trust your health insurance information on a vibe coded platform? How would you feel if your bank vibe coded the security mechanism for your bank account? I don’t think it’s risk free. They used to say you won’t get fired for going with IBM and we can see where that is today. Salesforce can’t be complacent. I don’t think that vibe coding is the biggest risk though. 

Traditional_Garlic49

I wouldn’t do IBM they’re always super late to the game on development. IONQ is a good pick, but more risky than IBM.

Salt_Contract342

Ok, well IONQ is also up, and IBM is into quantum, and is also up. Your thesis is just dead wrong Bro

iSOBigD

Just a 5% crash after that is pretty wild. IBM and RDDT did better and crashed like 25% lol

davidbigham

my boomer stock IBM outperformed MU today 🤡🤡

Kaiisim

Yup it's like these huge IBM machines taking up entire rooms. Only the five richest kings of Europe will be able to use computers!! Jokes aside the "its a bubble" cope is feeling like 9/11 conspiracies where the truth is too terrifying so people just say "oh no it's all made up" Unfortunately the richest people to ever exist have indeed found a way to automate a huge number of tasks. Saying it's a bubble won't make it stop, same way denying climate change doesn't stop it.

First-Hotel4694

hopefully you can see this. I'm posting my fees for the options I traded with E-trade. These are the only fees I pay it adds up buy I trade a lot, options mostly but some stocks as well. |Type|Qty|Description|Est. Fee|Est. Comm| |:-|:-|:-|:-|:-| |Bought To Open|2|PNC May 22 '26 $212.50 Put|$0.03|$0.30| |Sold Short|2|PNC May 22 '26 $215 Put|$0.04|$0.30| |Bought To Cover|4|TSM May 15 '26 $310 Put|$0.06|$0.60| |Sold To Close|4|TSM May 15 '26 $300 Put|$0.07|$0.60| |Bought To Open|3|AMD May 22 '26 $305 Put|$0.04|$0.45| |Bought To Open|2|AMD May 22 '26 $305 Put|$0.03|$0.30| |Sold Short|2|AMD May 22 '26 $302.50 Put|$0.04|$0.30| |Sold Short|3|AMD May 22 '26 $302.50 Put|$0.06|$0.45| |Bought To Open|5|AMD May 22 '26 $305 Put|$0.07|$0.75| |Sold Short|5|AMD May 22 '26 $302.50 Put|$0.09|$0.75| |Bought To Cover|4|AMD May 22 '26 $302.50 Put|$0.06|$0.60| |Bought To Cover|6|AMD May 22 '26 $302.50 Put|$0.08|$0.90| |Sold To Close|6|AMD May 22 '26 $305 Put|$0.11|$0.90| |Sold To Close|4|AMD May 22 '26 $305 Put|$0.08|$0.60| |Bought To Open|2|PNC May 22 '26 $212.50 Put|$0.03|$0.30| |Sold Short|2|PNC May 22 '26 $215 Put|$0.04|$0.30| |Bought To Open|2|TSM May 22 '26 $385 Put|$0.03|$0.30| |Sold Short|2|TSM May 22 '26 $387.50 Put|$0.06|$0.30| |Bought To Open|2|TSM May 22 '26 $385 Put|$0.03|$0.30| |Sold Short|2|TSM May 22 '26 $387.50 Put|$0.06|$0.30| |Bought To Open|2|WMT May 22 '26 $114 Put|$0.03|$0.30| |Sold Short|2|WMT May 22 '26 $117 Put|$0.04|$0.30| |Bought To Open|3|IBM May 22 '26 $197.50 Put|$0.04|$0.45| |Bought To Open|1|IBM May 22 '26 $197.50 Put|$0.01|$0.15| |Sold Short|3|IBM May 22 '26 $195 Put|$0.06|$0.45| |Sold Short|1|IBM May 22 '26 $195 Put|$0.02|$0.15|

pilantratogashi

GOOGL and IBM are the only serious companies working on quantum

Salt_Contract342

IBM dropped like 25% that day, and I bought the dip 😓

SpiderWil

nvda -20% is like IBM -20% in 1 day whereas IBm didn't make any money at all

arter_dev

OP is right. I build agentic harnesses & workflows for a living. Unfortunately I have to live / eat / breath the intersection of LLMs & developers. Devs are not giving two shits about which model they're using. Whichever is cheapest and governable in a harness. There's no loyalty. It's a total commodity. They bounce around from providers almost by the week. This is 100% a railroad situation. The only devs sticking with the same providers reliably are those employed by enterprise, which just sets us up for an identical structure of IBM mainframes back in the 80s. It will be a blip of rev in a sea of debt. I have 5 providers wired into my own harness, but at work I'm stuck with Claude. Positions: all VOO.

Odd-Web4113

Agree with IBM, but also we are a decade out...so doing a pure play in this space will prove to be high cash burn as they stabilize and commercialize the tech. Hence, IBM is prob the best bet for the next 5 years to be in the space without the going concern risk.

LeekHuge8011

Wtf?? HP, NVidia, IBM and Infineon hit my SL lol... American doing american things..

Mr_Doghouse

IBM.

Salt_Contract342

Also, IF you buy into IONQ which is purely a quantum play, why wouldn't you fw IBM who has a leg up in the field? Legit question

Valkyrie_Skuld

IBM is like a cockroach

Salt_Contract342

For an actual bag? NOK IONQ INFQ And as gey at is sounds, even IBM has been paying off since the 25% dip Pretty much inverse everything here

Salt_Contract342

Probably gold. But I am going to add to my MU, IBM and INFQ bags, so do not do that because I am an idiot usually.

Trxdes

Exactly! It´s been interesting to read the answers and to do my own research. I don´t think I´m comfortable betting it on one (or multiple) hot companies at the present. Think I will settle on some GOOG / IBM indeed and a little bit in an Quantum ETF can´t hurt. It is purely a speculative play, so only with money I really don´t care to lose. But the many people saying that quantum will never work, does give me the opposite thoughts and shows we are really just early. AI was scifi before not long ago and we adjusted way too quick :)

Agitated_Trash203

I think most sane people agree investment in pure-play quantum stocks at present is very risky and essentially a gamble - and I think it’s prudent advice to recommend GOOG / IBM for quantum exposure since they are part of that world but have very healthy and profitable businesses outside of quantum - 100% agree. What’s strange to me is the number of people claiming quantum will never work or be useful or viable. Has human history not proven that we always make unthinkable technology a reality? The airplane? The internal combustion engine? The semiconductor? The internet? Rockets or satellites? Antibiotics? I’m not arguing that quantum is a good investment for your money - who knows - but that’s my point - who actually knows? Humans have continuously innovated new technologies since we’ve existed and we’ll always continue to do so. No one knows what we’ll come up with or discover next.

Traditional_Ad_2348

I think GOOGL is too caught up with datacenter build out atm. IBM is the only large tech company that is really focused on quantum whereas the hyperscalers mostly invest in quantum as a sideshow. Literally haven’t heard anything from MSFT GOOGL or AMZN in regards to quantum since last spring, but IBM CEO is always preaching quantum when I see him interviewed on CNBC.

RZDirInvest

I have no edge on quantum so I spread out IBM, IONQ, QBTS, QUBT, RGTI, INFQ. The first three have higher weights. All are optimized for high volatility.

grantresolve

I skip quantum entirely. Nobody knows when the technology will come, if ever. Nobody knows who will ultimately develop the technology, be it IBM or some researchers at Stanford who ultimately set up their own private firm. Nobody knows who will successfully be able to capitalize on the tech either. Quantum is basically just an early stage venture play with the understanding most investments will never bring a return.

BashfulRain

IBM

avilacjf

This is the way. Perhaps IBM too but Google and Microsoft have just the right amount of exposure and hedge to make it a safe long term play without needing to stress. My guess is if one of the smaller ones get some traction they'll get acquired by these two.

Mogulplex

I am not an expert on quantum computing but I did do a lot of undergrad research on it. All of the small companies around now have very unrealistic roadmaps they have been promising to investors. None of them are close to having functional quantum computers and they won’t be for probably another decade. Some (QBTS) don’t even really do quantum computing but quantum annealing. There are also very few practical business use cases for quantum computing. It is something that would probably be of more use the government than a business. Also when a functioning quantum computer does get made, it will almost certainly be by Google or IBM. These stocks all trade at an extremely rich valuation. All and all I think these stocks are not a good buy.

beetsaver

I like GOOGL and IBM, and RGTI, QBTS for asymmetric upside

SupremeMatty

Buy IONQ, QBTS, IQM and IBM. Then wait 1-2 decades

Massive_Librarian_25

IBM

Ancient_Bobcat_9150

Adding stocks to you portfolio will not give you more control, you'll lose some. I don't skip a field, I skip companies that generate enough profit or are too debt ridden. For know, I haven't found a good investment that directly deals with quantum. You can have a look at the big names most develop in quantum like Nvidia, Google, IBM, and so on

jcpopm

Ah, so you are just woefully uninformed. This is off the top of my head, because I have been trading that headline for the last year. There are *way* more than this, all under Trump. Just admit that your boy is the most interventionist president in US history and take the L. MP Materials Intel Lithium Americas Vulcan Elements ReElement Technologies USA Rare Earth Westinghouse L3Harris GlobalFoundries D-Wave Quantum Rigetti Computing Quantinuum Atom Computing Infleqtion PsiQuantum IBM US Steel Trilogy Metals

Glum_Anteater1250

What is up with $wday?.... The put option activity was off the charts today. They going to pull an IBM and and pre-announce in the pre-market Monday????