IBM
International Business Machines
Mentions (24Hr)
-77.78% Today
Reddit Posts
Holding Meta or Tesla through earnings Wednesday isn't investing, it's a coin flip
The AI selloff isn’t about demand, it’s about the cost of money and if the biggest spenders can afford to build.
Is IBM a good investment for the next 5 years?
$IBM and $LMT Lockheed Martin Announce Swiss Quantum Innovation Hub at ETH Zurich, Anchored by Switzerland's First IBM Quantum Computer
Will Qualcomm CEO get the boot in this AI race?
Moderna mRNA was done up with Quantum Computing?
Moderna mRNA was done up with Quantum Computing?
$IBM’s Connects Two Cryogenic Modules for Quantum Computing
So we all buying magnets now?
$ASPI breakdown of their three si28 contracts and why Intel, IBM and Linde are plausible customers.
Why I Believe Linde, Intel, Argonne and/or IBM/Anderon Could Be Behind ASP Isotopes Silicon-28 Contracts
How today's highly valued AI stocks can turn into the next IBM like turn around
The forefront of innovation and growth for the next years
My research on Memory Makers and AI to better understand where the business is going
This is the bounce that no one believes… which might be an indicator that the pump will sustain
Has anyone else thought about the implications of the CoreWeave/Leidos CRWV/LDOS partnership?
Thank god for relief, but why is IBM not rallying with the rest of the market?
CERN: Genesis Mission will develop and deploy self-improving AI models.
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
Mentions
I feel that. I took my IBM upside and rolled it into RDDT at 130's instead of VZ like you suggested. Doubled down to DCA at 115ish. Oh, and am sitting on NOK at $10, INFQ at $12, in my gambling accnt. Octobear has not been great to me lol. My stubborn ass isn't selling shit for 6months meow, it seems
>The real value in AI is the hardware That must be why, in previous technology revolutions, the hardware companies have always come out on top, like IBM and Compaq with the PC, Motorola and Nokia with the Mobile Phone\*, etc. Oh wait ... \* Apple is a special case because they own the iOS operating system.
Generally I think there is a problem with tech companies becoming IBM. At one point Microsoft was the groundbreaking lean company filled with geniuses, now it’s the enterprise slop factory filled with developers that just want to coast until retirement or are more concerned with internal politics than product. Google is becoming Microsoft, Microsoft is becoming IBM, IBM is becoming another behind the times irrelevant company on the decline. It’s the circle of life.
I know: 1. Companies can run Claude without leaking their code. 2. IBM's CEO saying that watsonx in the future doesn't mean Anthropic is definitely going to fail soon. 3. When a company's revenue is up 1,400% from a year ago, that means more people are using it, not less. It doesn't take much knowledge to know more than someone with your IQ.
I just done see the reason for Google and Amazon existing -- there's already IBM. - you in 2005, probably.
"Intrinsic value". You know Buffett - a Graham acolyte - did not invest in tech for decades as it did not map into his world view. Tech companies outsource everything they possibly can. What Graham never quantified was innovation. His investments were going concerns that rose to manufacturing or service dominance. They did not innovate relentlessly. In fact if they did - like IBM or AT&T they were challenged for having such money pits in R&D. Ask yourself what companies are worth over a trillion. Are they innovative?
Excuse me? Sorry, but I think you have it wrong. Microsoft is the company that is going to become the next IBM. Google on the other hand has it right. I don't know if you heard, but AirBnB introduced a new set of rules which are causing quite the hoopla. As I researched the issue I realized something. AirBnB is doing this because they are scared shirtless from Google. Google's Gemini can be used to plan, and figure out places to stay with things to do. Google is killing off each and every website gatekeeper app (AirBnb, VRBO, etc). They are empowering the smaller players that were managed by the gatekeeper. Google is not website scraping, they are using their own data from google maps. Google maps is a HUGE treasure trove for google. So now think about what this means. In terms of enterprise it means they are being jerked around because Google's approach will simply side step those enterprises. The future of AI is not the engine, but the adapters that connect to the engines. Chatgpt gets this, but all of the rest are seriously behind the curve on this. I would also argue the days of the cloud are going to be numbered. With privacy and other issues people will begin relying on local AI, connected with adapters. And who is a God with adapters? Google, ChatGPT. Microsoft is completely missing the boat because they are not pushing their retail apps like Bing and maps. Those are just languishing. BTW Amazon is not out of the loop. They have their own adapters and its called Amazon Stores. So what will Anthropic do? Microsoft? They are the ones that will go down... Also Buffett invested in Google, so I think he kinda knows what he is doing.
No, no, you're right. Nobody uses Claude anymore, it's too expensive. Their 1,400% annualized revenue growth is because nobody uses them anymore. > that's a problem for a company trying to sell their model at a premium Yeah, mean, 3 years from now at this pathetic 68% quarterly growth they'll only be at $32 trillion in revenue, and they'll be really screwed because everyone is going to switch to IBM's watson. The IBM CEO said so.
We're both using anecdotals, but my point was that your absolutist statement was not universally accurate. That is why it was incorrect, and then you doubled down on your absolutism. There are absolutely very successful companies that operate that way. In my experience, IBM was probably the best example, but I'd also throw Cisco and Palo Alto in there as well as some Amazon departments. > Calling their bosses incompetent behind their back is what keeps people at the bottom. Also, this wasn't about disparaging their bosses, and it wasn't about being sneaky nor coniving. It was about determining blame, pointing fingers, which can be a significant part of people taking responsibility and the company having proper accountability. It often is what gets the problem fixed both immediately and prevents it long-term. There can be good aspects of properly assigning blame for errors in the workplace, and some workplaces are actually incredibly good at it.
> You're really stuck on the watsonx thing, dummy. You posted, as evidence, an article about the IBM CEO saying their own garbage watsonx solution as the future. I'm ridiculing you for that. Who's the dummy? > Once a company's internal harness and process is established, models are interchangeable Yeah, we have that at every big tech company already. And they all use Claude. > You have to be pretty dumb to not understand how that plays out in the long run. Right, which is why Linux is a juggernaut company and Apple failed. Good point. Every mobile phone is just an open source linux machine because nobody cares about quality. And when cognition and intelligence are for sale for literally pennies, I'm sure everyone is going to pick the cheapest. If I have to pick between the world's best attorney for $5 or a 3rd grade watsonx legal advisor for $2, I'm definitely going to save $3. Why pay for the very best in cognition if it costs $2? Good analysis.
One of us makes 7 figures as an engineer at Google and the other person thinks the IBM CEO saying watsonx is the future is proof that Anthropic is doomed.
Oh, wow, the 493,203,100th doomer story over the last 3 years. The previous 493,203,099 were wrong but *this time* the doomers are probably right. After all, Arvind Krishna of IBM said so. His company has largely pivoted to support and profit off open models but other than that, why would he say they're the future? He definitely has his finger on the pulse of tech. Everyone uses watsonx! IBM if the future of AI! It's not slowly slipping into obscurity. You can trust what their CEO says about how watsonx is definitely what everyone is going to choose over Anthropic. Definitely. Thank you for the insight. I totally have changed my opinion. IBM Watson is the future of AI. You posted an article where the IBM CEO says so. That's iron clad proof.
IBM to save the market! 😭😭😭
From my Intel laptop made by IBM I will look at option plays on this today, think we could get a short term bounce at some point however will we get more dumping so having some neutral option strategy best here
What do you think about companies like IBM where they’ve got Quantum computing also going. Hardware companies also are going to have a big advantage. This is until we get the first big wave of robotics. That’ll change things again
https://preview.redd.it/dczrhh8zflyh1.png?width=1760&format=png&auto=webp&s=e6e266f4de6c40205680d5f37a0661aa1c4a4eb4 Solow didn’t even coin the paradox until IBM had launched the first PC 6 years ago what are you talking about? It took absolutely massive spending and years before rises in productivity occurred And I’ve seen how the layman uses ai - sure its simple to use to make an excel or dog video to show your grandma but to produce actual high quality output and genuine productivity gains you need to invest a lot of time and money into deployment. The average worker is not using ai at more than 30% potential
Lol, good luck. 100% of my calls/leaps are down to almost nothing. The only ones near green were ITM apple and IBM I got after that crashed. Medium term, only puts have been printing lately
The moment I heard this man compare Palantir to IBM on a podcast, I knew that tech was way out of this guy's circle of competence. Eventually Michael Burry will realize that venture capital will fund companies with endless losses for longer than you can stay solvent. And while some bust (e.g. WeWork), some thrive (e.g. Palantir, Uber, Snowflake, Doordash, Reddit, SoFi, etc).
Safe havens for the next few years are going to be what they were pre-dot-com bubble; boomer stonks like XOM, PG, KO, O, IBM, etc. WSB in three years will be, "YOLO on Kroger (KR) ER tomorrow; calls to make 0.5%?"
Turns out IBM was the canary in the coal mine
oooo....I didn't know about the lawsuits for NVTS. It's been on my list for a while, but yeah I feel like there's plenty of time. I'll wait for the dust to settle on those then. I've thought about IBM so many times, but then I remember they nearly went belly up at one point. I have a couple minor ones for the exact same reason you do, just a remember not to sleep on the segment and keep it on the brain that one day it will pop, and pop huge, and change the world.
mmm speaking of quantum, I have definitely dipped my toes into IBM and Quantinuum, just so that it stays on my radar. Big, big potential there in a 10-50 year timeline. Navitas too, from the perspective of energy efficiency, which is going to prove vitally important in the long run. Right now they are caught up with two lawsuits from competitors, but in end, I think it's going to boom like nobody's business. They were getting super integrated with NVIDIA before the talent poaching and patent infringement suits hit. W*lfspeed and Renesas saw the writing on the wall and were desperate to stop the locomotive before it completely pulled away from the station, leaving them with scraps and regret and the horrible ordeal of finding new careers.
mmm speaking of quantum, I have definitely dipped my toes into IBM and Quantinuum, just so that it stays on my radar. Big, big potential there in a 10-50 year timeline. Navitas too, from the perspective of energy efficiency, which is going to prove vitally important in the long run.
IBM's goal was never to sell to the poors, as soon as any of those bits became commoditized and there was any real price competition, they jettisoned them and 'pivoted' into whatever corporations were still willing to over spend on.
I called for Sundar’s resignation a year ago, and he should bring half of the VPs and directors with him into early retirement. Google is obviously having leadership problems and that led to cultural problems, or maybe it’s the other way around, but either way a big shake up is needed. I hate to see google walk the path of IBM. The founders need to take some time off from flighting the billionaires tax and start firing people.
Google was never powerful. The IBM of technology these days.
This is exactly the problem with people who jerk off to Google - they're the new IBM
The software excuse thing is classic IBM, they've been coasting on enterprise lock-in for decades and now that budgets are tight everyone's realizing their stack is optional Memory pricing is definitely part of it though, when the big cloud guys are hoarding HBM for AI clusters it squeezes everyone downstream. But IBM can't point at that without admitting their hardware margins were already razor thin PLTR and the cyber names are a decent counterpoint, those are sticky products that solve actual problems people can't defer
I member when IBM would dominate everything because they owned fucking everything. Good times
* Micron: -24% * Circle: -44% * Alphabet: -28% * Seagate: -39% * Broadcom: -31% * Robinhood: -40% * IBM: -25% * Meta: -22% * Western Digital: -52% * Intel: -35% * Coinbase: -56% * Marvell Technology: -30% * Oracle: -50% * Adobe: -34% * Sandisk: -42% * CoreWeave: -57% * ServiceNow: -37% * Super Micro Computer: -35% # AND SPY: -1.65% FROM ATH # 😭😭😭😭 in the casino # YTD: -34%
well now what? IBM? they lowkey suck too
I view Google as more like the IBM of the 80's still has decades of growth ahead. Google has too much of a moat and bets across industries to fold like a sears. Amazon may be a more appropriate comparison to Sears as both are in retail.
The same IBM that kept buying companies while constantlt downsizing?
IBM is IBM. They don’t give a shit about profit, research only.
Google is gonna be IBM.. Slow moving, slow profit.. The AI play is a small part of their business.
the backlog numbers are wild, $462B at Google and Amazon locking in Trainium4 almost two years out. market's still pricing these like normal cyclical fabs when the whole procurement model has shifted underneath if IBM's seeing customers frontload server spend just to dodge memory price hikes, that's not a blip, that's the new normal for planning cycles
Gotta wait until Microsoft, IBM or someone else packages it conveniently and ensures its security for a price somewhere between DIY and the frontier labs. Then they’ll make a killing for being good enough.
Yeah, productivity as measured by IBM in the 80's, boasting about how many lines of code their SWE's are writing.
Massive buy if one is banking on Boeing’s viability in the way we consider Coca Cola, IBM, GM, UPS, so on. Companies that simply are too large to fail, and cannot fail often due to having their tentacles in other parts of American industry. Boeing will never die, even if they don’t have retrieved space craft.
By OE I mean, my employer IBM is barely capable of making the quoting tool work because of beaurocracy. I don't think they are are the quickest to figure this stuff out. So yeah I agree with you a few years or so. That's why I saved $1.2M so far and put it in QQQI
Yea, IBM should be Adam or Eve, I’d say, or something above that.
Minimal opportunity for growth? This is like passing on IBM in the 50s because who needs typewriters… There is so much opportunity for AI but we lack imagination for how it will be used, and we also don’t know who will ultimately win. IBM was solid for a while, then Microsoft came in.
No he wouldn’t agree. He wants lobbying, but only what benefits him like any other grifter. He charges for speaking fees and has been paid directly by Ford, Merrill Lynch, Aetna, Panasonic, IBM, and others.
Yeah, their “valuation” I think was bigger than IBM……on just $1M/ year profit.
Ich hab beim Dip ⅓ meines Depots mit SAP und IBM betankt ...
Wait are you IBM leaps guy?
Don't forget that IBM also had an office suite back then too. For whatever reason, in the windows 95 days, I still preferred their spreadsheet app. I was doing a lot of ***serious*** W40k army sheet and DnD character sheet work; however, I assume others were vendor locked at the enterprise level and I'm sure it could have been a lot worse. Go even further back and there was (VisiCalc)[https://en.wikipedia.org/wiki/VisiCalc] for the Apple II in **1979**. So from first viable product to massive Microsoft success, there were other options and nearly a decade. How that strictly applies here is up to your discretion but the product concept existed long before mass adoption and Excel wasn't the first example, or only example.
Yeah, I think I will rotate my IBM into VZ honestly. Made my 15% from 2 earnings ago firesale and VZ has better divs. Madam Market Maker is right, again.
I play it with IBM. But usually when that question comes up here they sell off afterwards.
The last gartner studie i saw put IBM as a more visionary AI company then anthropic. I have zero trust in them.
During the IBM conference call, the IBM CEO was negative towards AI profitability. That was the exact moment, after hours, that started the near 3% dump Thursday. IBM was up 4% ah until he said that. It opened down 5%.
"According to the CIOs of Accenture, IBM, and Wipro.."
Shit i grabbed some IBM after that dip there. They will comeback, its happening before. We cruisin.
I'm looking at American Airlines, IBM, and OPTT 😂
For the record both IBM & TSLA had a pretty decent day. But, could have been much more. I know not necessarily penny stock related, but there is the trickle down effect. GLTA
The entire AI sector is hurting today, because of what the CEO of IBM said during his earnings report. The stock shot up to better than expected earnings then quickly dropped after his comments. Also EM dropped some cooling of AI after TSLA earnings. Anyway, tomorrow will be different as news only lasts for a day or two in the market. Smart investors buy the dips.
Only retards didn’t buy the IBM dip today and now green - $20 rebound
**BanBet Won** — /u/Salt_Contract342 (9W - 4L, 69%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **IBM** ▲ | $249.13 → $250.00 | +0.3% | 1h 12m | Won |
**BanBet Created** ▲ | **Record:** 8W - 4L | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **IBM** | $250.00 (above) | $249.13 | +0.3% | Sat 11:22 AM ET |
IBM chilling already made back up $17
IBM is about to become the new GameStop
<Lol wtf happened to IBM at open 😒
Is my broker glitching or IBM fucking just shot right back up? wtf
>META tanking >IBM green BOOMER TECH WINS AGAIN
IBM and META are 2 great examples of why not to play earnings
Someone with IBM calls expiring today was celebrating yesterday. 👀
The after hour swings on META and IBM were impressive. Some algo will get rewarded with a prize
lmfao why would anyone ever buy IBM, this stocks all time chart is disgusting
This reversal on IBM is one for the record books.
IBM was at $270 yesterday AH, now it is at $235 🐽
IBM was at $270 AH yesterday. Now it is 239 🤣🤣
Someone bought IBM in the 260s last night and woke up to it being in the 230s.
This must be absolutely brutal for anyone who bought calls for IBM/TSLA/META, stopped watching AH and just woke up to this lmao.
But we haven’t this week’s earnings. SPCX, TSLA, IBM and META. He could be right…
I sold $40k IBM at $250 before earnings. its a shit stock in a shit market. I'll buy back again at $200. The consultant business is going to zero, redhat is the jewel of the business and some optionality on QPUs.
Guess it's to buy some IBM stocks, ah sorry I mean options.
Honestly? If this is not result of some bug and meta, IBM and Tesla all report numbers that on the surface look good and the market just says: "You know what, I don´t fucking care" and sells off, then it would appear very likely that tech is following the rest of the market into bear territory. Else this makes no sense. But who knows. Mayhaps we still end up 1.5%, shrug our shoulders and say "this market" and move on.
wsb daily top 10 (past 24h, covers wednesday's session): 1. META \~212, with 23 bull, 21 bear and 168 unclear 2. TSLA \~117, with 23 bull, 17 bear and 77 unclear 3. IBM \~69, with 7 bull, 2 bear and 60 unclear 4. SPY \~57, with 10 bull, 7 bear and 40 unclear 5. LRCX \~42, with 7 bull, 7 bear and 28 unclear 6. MU \~34, with 5 bull, 4 bear and 25 unclear 7. GOOGL \~30, with 12 bull, 1 bear and 17 unclear 8. QQQ \~26, with 3 bull, 3 bear and 20 unclear 9. GOOG \~26, with 6 bull, 2 bear and 18 unclear 10. NBIS \~22, with 4 bull, 1 bear and 17 unclear earnings day took over: meta jumped to #1, and ibm and lrcx are new on the list. googl and goog are both alphabet, so together they come to \~56, and that's the most bullish-leaning name. next up is asts at \~20. today's sample is thin. it's 151 posts and about 7.8k comments, versus about 19k yesterday. the archive I use is nearly empty for about 9pm to midnight and around 2am hkt, which covers the us morning and part of the afternoon, and reddit itself blocked direct reads. that means chatter during the trading day is undercounted, and after-hours earnings talk about tsla, ibm and lrcx probably counts for more than it should. megathreads: moves oct 22 had \~4.5k comments, the oct 21 daily discussion \~1.4k, and weekly earnings \~53.
Honestly this feels off. Sure, there´s bounce and counter movement and such, just like a steep drop always draws some dip buying, but MSTR, IBM, meta, jumping after hours just to lose it all half way to the trade again is kinda strange even in this market.
no clue, could be war, look at IBM you get a better picture , it was up 8% and now its red 4% , so I dont think it was just Meta
because IBM is for people with shares, also everything did this
I can't believe IBM went up, and then it went down. Why would it do that.
God damn that sell off was insane from IBM lol
META, TSLA and IBM lost their earnings pumps…. Market is out of gas fr this time.
Did the IBM CEO say a bad word on the call or something?
The fuck happened to IBM?
Pour one for our IBM bros. What a kick to the nut smh
What happens to IBM gains ah ?
IBM was pumping to $270 . Now it is 242 🤣🤣
i was holding IBM when it dropped 25% in one day a few months ago. Never again lmao
IBM buls going to rope themselves
IBM - Internationally Burning Money
Yeah IBM keep bleeding down for absolutely no reason tomorrow right before the open, right before you violently bounce back up I'll be right there waiting to scoop your dip