IBM

Sad_Confection_2669

***A computer can never be held accountable. Therefore, a computer must never make a management decision. - IBM 1979***

SanDisk_Made_Me_Rich

Seriously, quantum stocks are the tech version of pot stocks. Ignore these - they shouldn't even be public companies, but VCs/big tech/etc. aren't interested so they're trying to sucker in retail. If you want to invest in quantum computing, just buy the big tech companies who either won Nobel Prizes in Physics on quantum chip research (Google), or are actually making quantum chips that are making leading progress on quantum error correction (Google, Microsoft), or are making key software for quantum computing (NVIDIA, IBM, Google, Amazon).

Commercial-Yam-4378

Right. They show a lot of potential but there’s no reason clients can’t hop to GPT, Gemini, or whatever other LLM saves them a dime next year These valuations are wishful thinking until one figures out how to get really embedded into enterprises like Microsoft and IBM did

First-Hotel4694

Market closed and I forgot to post the trades. OOPs!!! Did a couple of roll outs and ins today. I've got some long dated put positions in MSFT that I keep rolling up and in as price allows so as to close them out earlier and I take a small profit while doing so. Took a profit when I initially sold them and again when I first rolled them and several more times when I once again rolled them. https://preview.redd.it/fxc2f3hlzhuh1.png?width=1203&format=png&auto=webp&s=25bb63296d155b97ccbabc42b4dcd6f833c7c715 |Date|Execution Time|u/L Symbol|Type|Qty|Description|Price|Est. Fee|Est. Comm|Est. Amount|Open/Close| |:-|:-|:-|:-|:-|:-|:-|:-|:-|:-|:-| |10/9/2026|3:44:17 PM|MSFT|Bought To Cover|1|MSFT Nov 20 '26 $435 Put|$1.17|$0.01|$0.15|($117.16)|Close| |10/9/2026|3:44:17 PM|MSFT|Sold Short|1|MSFT Oct 30 '26 $480 Put|$2.12|$0.02|$0.15|$211.83|Open| |10/9/2026|2:59:38 PM|AMD|Bought To Open|1|AMD Oct 23 '26 $545 Put|$2.59|$0.01|$0.15|($259.16)|Open| |10/9/2026|2:59:38 PM|AMD|Sold Short|1|AMD Oct 23 '26 $550 Put|$3.08|$0.02|$0.15|$307.83|Open| |10/9/2026|2:59:02 PM|AMD|Bought To Open|1|AMD Oct 23 '26 $545 Put|$2.59|$0.01|$0.15|($259.16)|Open| |10/9/2026|2:59:02 PM|AMD|Sold Short|1|AMD Oct 23 '26 $550 Put|$3.08|$0.02|$0.15|$307.83|Open| |10/9/2026|2:52:00 PM|PFE|Sold Short|4|PFE Oct 09 '26 $28 Call|$0.18|$0.05|$0.60|$71.35|Open| |10/9/2026|2:04:25 PM|MSFT|Bought To Cover|1|MSFT Nov 20 '26 $435 Put|$1.21|$0.01|$0.15|($121.16)|Close| |10/9/2026|2:04:25 PM|MSFT|Sold Short|1|MSFT Oct 30 '26 $480 Put|$2.23|$0.02|$0.15|$222.83|Open| |10/9/2026|1:57:05 PM|MSFT|Bought To Cover|1|MSFT Dec 18 '26 $425 Put|$1.84|$0.01|$0.15|($184.16)|Close| |10/9/2026|1:57:05 PM|MSFT|Sold Short|1|MSFT Nov 20 '26 $460 Put|$2.48|$0.02|$0.15|$247.83|Open| |10/9/2026|1:56:54 PM|MSFT|Bought To Cover|1|MSFT Dec 18 '26 $425 Put|$1.85|$0.01|$0.15|($185.16)|Close| |10/9/2026|1:56:54 PM|MSFT|Sold Short|1|MSFT Nov 20 '26 $460 Put|$2.49|$0.02|$0.15|$248.83|Open| |10/9/2026|1:56:40 PM|MSFT|Bought To Cover|1|MSFT Dec 18 '26 $425 Put|$1.85|$0.01|$0.15|($185.16)|Close| |10/9/2026|1:56:40 PM|MSFT|Sold Short|1|MSFT Nov 20 '26 $460 Put|$2.49|$0.02|$0.15|$248.83|Open| |10/9/2026|1:56:17 PM|MSFT|Bought To Cover|1|MSFT Dec 18 '26 $425 Put|$1.85|$0.01|$0.15|($185.16)|Close| |10/9/2026|1:56:17 PM|MSFT|Sold Short|1|MSFT Nov 20 '26 $460 Put|$2.49|$0.02|$0.15|$248.83|Open| |10/9/2026|1:56:00 PM|MSFT|Sold Short|1|MSFT Nov 20 '26 $460 Put|$2.48|$0.02|$0.15|$247.83|Open| |10/9/2026|1:56:00 PM|MSFT|Bought To Cover|1|MSFT Dec 18 '26 $425 Put|$1.85|$0.01|$0.15|($185.16)|Close| |10/9/2026|1:55:48 PM|MSFT|Bought To Cover|1|MSFT Dec 18 '26 $425 Put|$1.89|$0.01|$0.15|($189.16)|Close| |10/9/2026|1:55:48 PM|MSFT|Sold Short|1|MSFT Nov 20 '26 $460 Put|$2.52|$0.02|$0.15|$251.83|Open| |10/9/2026|1:52:15 PM|NVDA|Bought To Open|2|NVDA Oct 16 '26 $217.50 Put|$0.59|$0.03|$0.30|($118.33)|Open| |10/9/2026|1:52:15 PM|NVDA|Sold Short|2|NVDA Oct 16 '26 $220 Put|$0.87|$0.03|$0.30|$173.67|Open| |10/9/2026|10:52:19 AM|MU|Bought To Cover|1|MU Oct 09 '26 $1035 Put|$13.30|$0.01|$0.15|($1,330.16)|Close| |10/9/2026|10:52:19 AM|MU|Sold To Close|1|MU Oct 09 '26 $1030 Put|$9.46|$0.03|$0.15|$945.82|Close| |10/9/2026|10:52:19 AM|MU|Sold Short|1|MU Oct 12 '26 $1000 Put|$4.50|$0.02|$0.15|$449.83|Open| |10/9/2026|9:49:36 AM|IBM|Bought To Open|1|IBM Oct 23 '26 $212.50 Put|$4.05|$0.01|$0.15|($405.16)|Open| |10/9/2026|9:49:36 AM|IBM|Sold Short|1|IBM Oct 23 '26 $215 Put|$4.84|$0.02|$0.15|$483.83|Open| |10/9/2026|9:48:38 AM|AMD|Bought To Open|1|AMD Oct 23 '26 $545 Put|$2.83|$0.01|$0.15|($283.16)|Open| |10/9/2026|9:48:38 AM|AMD|Sold Short|1|AMD Oct 23 '26 $550 Put|$3.31|$0.02|$0.15|$330.83|Open| |10/9/2026|9:48:00 AM|IBM|Bought To Open|1|IBM Oct 23 '26 $212.50 Put|$3.58|$0.01|$0.15|($358.16)|Open| |10/9/2026|9:48:00 AM|IBM|Sold Short|1|IBM Oct 23 '26 $215 Put|$4.35|$0.02|$0.15|$434.83|Open| |10/9/2026|9:47:34 AM|AAPL|Bought To Open|2|AAPL Oct 16 '26 $312.50 Put|$0.33|$0.03|$0.30|($66.33)|Open| |10/9/2026|9:47:34 AM|AAPL|Sold Short|2|AAPL Oct 16 '26 $315 Put|$0.47|$0.03|$0.30|$93.67|Open| |10/9/2026|9:44:55 AM|AAPL|Bought To Open|2|AAPL Oct 16 '26 $312.50 Put|$0.34|$0.03|$0.30|($68.33)|Open| |10/9/2026|9:44:55 AM|AAPL|Sold Short|2|AAPL Oct 16 '26 $315 Put|$0.47|$0.03|$0.30|$93.67|Open| |10/9/2026|9:42:26 AM|AMD|Bought To Open|1|AMD Oct 23 '26 $545 Put|$2.51|$0.01|$0.15|($251.16)|Open| |10/9/2026|9:42:26 AM|AMD|Sold Short|1|AMD Oct 23 '26 $550 Put|$2.99|$0.02|$0.15|$298.83|Open| |10/9/2026|9:38:45 AM|AMD|Bought To Cover|2|AMD Oct 16 '26 $550 Put|$1.13|$0.03|$0.30|($226.33)|Close| |10/9/2026|9:38:45 AM|AMD|Sold To Close|2|AMD Oct 16 '26 $547.50 Put|$0.96|$0.03|$0.30|$191.67|Close| |||||||||||| ||||||||||$1,134.58||

SkaldCrypto

ChatGPT is more likely to become the Apple of the Ai era. They captured the consumer market. Meanwhile Anthropic ran the IBM playbook and went after business

TrollChampion

IBM quantum

Tangentkoala

if a companies gonna buy them out id say IBM would be the one to watch.

kcat__

IBM has 250,000 employees

InitiativeGlum2507

IBM 300 EOY. It's ketamine on the cock time.

unclefire

I was going to comment that they’ll just go to the outsourcing companies. Oops. They’re not too. Fuck all these guys. They’re laying off people who live here to bring in h1B. And they’ve been doing it for decades. Surprised it doesn’t hit other companies like Amazon or IBM.

InitiativeGlum2507

I told you yesterday. IBM 300 EOY.

Not_Elliot_Alderson

why is IBM going up?

LabyrinthLayers

Why is $IBM pumping?

Ok_Lawfulness_5731

They should of added IBM (Indian Business Machine)

randomhaus64

This is rookie dumb shit bro. Linux has been free for decades and no normies use it, and normies won't use open source bullshit. Look at Redhat (prior to IBM acquisition), do they sell software, no not really. They sell software with support contracts, they sell access to THE GUY. If you've ever worked on a project with this kind of support, the second you run into a problem, you can call or email someone and get an expert pretty quickly, highest tier support contracts and you can call THE GUY. Now you say well everybody with AI everybody has the guy as a chatbot, sure, and that's true, productivity is going up everywhere, but that just means that now the GUY can sleep a little more they can pay the GUY a little less, but if you are one of these companies where they are doing big things, it means you want to employee a LOT of people which means that all of your people can't all be THE GUY, THE GUY would be too expensive for each of the jobs you have. So you pay idiots and time-share the guy.

krazyboi

I think Microsoft will stay around but will become more and more obscure. Like what google did to yahoo or where IBM is now. Still exists, relevant kinda, but will never be the leader again. Maybe it can create or acquire a small company and have that grow into something cool but that's about it

InitiativeGlum2507

!banbet IBM $300 90d

InitiativeGlum2507

Mark my words. I have a feeling IBM is about to turn a huge corner and gap up 30% EOY.

jl2l

It will definitely IPO the questions is will be a SpaceX IPO or a Palantir IPO. If this was a year and a half ago I suspect Palantir hyped growth, before a lot of this anti-ai sentiment grew and these frontier model Labs failure to properly market their products without producing all this negative press but there is a lot of uncertainty here. a posttrump democratic government is definitely going to put AI in its place and they'll definitely be legislation. The question is does this happen before a major incident? And if that major incident is catastrophic then what who has liability? COVID 2.0? What will likely happen is IPO stock pop then decline over time with bumps for every new model they release. Unless anthropic announces AGI, then hyper growth. Most of these AI companies are the equivalent of Netscape and pets.com. Google is the only one that's basically like Microsoft/IBM was in that period of time.

Phiziqe

ok ive decided to halp this fella lose monie on his pre planned earnings play, nothing burger companies report for awhile except C on oct 13 before open ASML on oct 14 before open TSM oct 15 before open GM and GE on oct 20 before open NFLX on oct 20 after close IBM on oct 21 after close the big deal starts the week of oct 26, TSLA, AMZN, AAPL and all, till then nobody cares

Unlikely_Inside9921

2028 for 100+ logical qubits that are fault tolerant AND doing useful chemistry? yeah ok. IBM's Starling is 200 logical in 2029, Quantinuum Apollo is 2029, D-Wave just put out a roadmap for 100 logical by 2032. So the DOE is gonna beat every private company by a year minimum. Governments write roadmaps, they dont build quantum computers. I've been hearing about national quantum initiatives for years and every time people act like this is the moment. QBTS IONQ RGTI all trade on this stuff. Its not a catalyst, its a wish list with a deadline. Call me when there's one error corrected logical qubit doing something a supercomputer cant.

Fast_Reputation_5666

is IBM a buy here?

Salt_Contract342

Indexes are ripping, my positions must be great today. *checks* oh sweet, NOK BB INFQ IBM all shitting the bed. Fuck me then I guess

supermojo2

Wish IBM would get some Super Intelligence 😞

Gristle__McThornbody

What does IBM do? I feel like going balls deep right now.

No_Confidence_7750

Let’s look at a single company. Say two years ago the stock of this company was $120 and now it’s at $1.20. How do you think this company is doing? Probably not good. But it’s not in bad shape because it’s stock is down, it’s stock is down because it’s in bad shape. Another misconception: IBM is currently at $221 Sally sells 100 shares on the open market for a market price. Bob buys those shares with a limit order of $220 $22,000 moves from Bob’s bank account to Sally’s bank account 100 shares move from Sally’s account to Bob’s account. The price of IBM goes to $220. IBM has an almost billion share float, so $1 billion gets wiped off IBMs market cap with this single $22,000 sale Nothing really happened though except for a small transaction between 2 people. No money went into or out of the market really, there were no more buyers than sellers, nothing really changed. In this case the market is just facilitating the trading of rights to companies for money, that doesn’t affect the economy, it just reflects it, and it’s not a direct reflection at all, quite the contrary as you’ll find out.

CreepinOnTheWeedend

Taxable account my goal is to not sell. I am 65% in VOO and 35% NVDA, GOOG, MU, IBM. I’ll take a few shots here and there but for the most part this is the plan. If you like etfs, I like SMH. Others ran up more this year but I like smh. Toss a few bucks into a space etf.

elpresidentedeljunta

Indeed. Especially if you lay out the timelines. IBM is conservatively predicting their progress on solid data and without promises of miracles. Yet if they are right they will be market ready before AI even has started paying down their debt on the buildout. Haven´t followed ionq, but if Valkyrie says they are in the same league this is going to be pretty interesting.

elpresidentedeljunta

IBM is probably the closest. It´s really encouraging.

Harp-Note

Thank you. I've been looking into IBM. I'll add it to my list. :)

Valkyrie_Skuld

verizon and IBM

TheRealArmament

Except IBM is trading at 2024 numbers lol

TheGreatPornholio123

You could invest in Nike, but like IBM although you feel its worth it, the market ain't giving any love to IBM.

TheGreatPornholio123

The same could be said about IBM.

SanDisk_Made_Me_Itch

IBM

Valkyrie_Skuld

I said that I think NXT will keep going and think FSLR will too but it's just speculation until you actually see how the week goes. IBM went back to 120s and usually bounces from there I have that again. Orcl will probably keep going too. But you don't understand, nothing really stays up it's big pops and big drops. I can't tell you shit with certainty on a Friday right now

Valkyrie_Skuld

IBM and VZ are my favorite divis even T isn't bad

Resident-Juice9763

Why did IBM dump today

Fit-Way-591

$ACN & $IBM IT Consulting installing AI into governments and companies

Fit-Way-591

Catalysts: Magnificent Tech ✅ AI ✅ Memory for AI ✅ Next: Implementation of AI agent IT infrastructure 🚨 (Accenture, IBM, Dell)

Valkyrie_Skuld

but sub 220 is support for IBM so it bounced up this morning

Valkyrie_Skuld

no it bounced off 190 again but IBM was up

Environmental_Park_6

I think the business will be fine. The stock I'm not sure how long it will take to recover. I remember reading a Peter Lynch book and he kept mentioning how he kept getting tricked by IBM. IBM is a fantastic company that is very durable but the stock has had issues that frustrate Investors. The trouble with investing is you're really investing in how people feel about a business. Logic says price should follow earnings but that isn't always the case.

music_is_gud

I mean I never said you don't know "anything". I just said you invalidate others methods just coz they don't match your intuition, which is super regarded. IBM is net negative for a long time. So unless you timed an unforeseen pop for no reason (which is pure luck) it's not your timing skills. Also your thesis was dividends not price appreciation in 1 day lol

AcademicStandard3701

Everytime I see IBM green my Gaye bear instincts activate!

Rock_or_Rol

IBM is probably taking the most responsible route so far as seeking specializations instead of AGI, hiring when others fire, more honest financials etc

LivelyArid

I went contrarian and bought IBM instead, they'll be impressed

Salt_Contract342

Yessir. Even on IBM, up 30% on the MU dip. Is what it is

Salt_Contract342

Yeah buddy. I should have rolled my IBM into AMD honestly.

Valkyrie_Skuld

Okay. I'll stop. Honestly IBM had better dividends

Salt_Contract342

In hindsight, buying that 25% dip on IBM was a good idea, but I should have cashded out when I was past my 10% rule. I know better. Bad swing trader

music_is_gud

I mean I guess IBM is a dark horse in the quantum race do there is that, but I just think it may be on a short term downtrend

CachapaBoy

I was considering IBM. It’s worth getting some?

Wannaseemdead

Right, but I find the sources for my definition, such as IBM - more credible than the deflecting bullshit you are spouting trying to make points without actually making any.

GrandKnew

you're too smart for reddit bruh you should be working at IBM or Raytheon

option-trader

That's the thing. It was only MSFT at $7.7B in net income in 1999. Today, MSFT isn't even first. You've got GOOG and NVDA beating MSFT by a wide margin. Then, you have AAPL on par with MSFT's net income. That's the difference. All 4 of these companies have very high margins. In 1999, MSFT was basically the only one with high margins. In terms of highest net income in 1999, companies like GE, F, XOM, and IBM all had operating margins below 15%. Big difference. There's 3x more cash flow for the current top companies today than in 1999 using 1999 value.

SoggyMattress2

Mate tech is literally collapsing around me ATM. Ive worked at IBM and Google and speak to old colleagues and there are literally automated product cycles now. A brief comes from a client that was written by AI. The product team run their LLM pipeline and pump out a prd and designs. The Devs pick it up and use Claude code to write everything. QAs have everything automated. Dev ops are automating platform releases. Then at the end the stakeholders use LLMs to check the metrics. Nobody at any point has any fucking clue on what the code qualify looks like, whether it introduced bugs, whether it's scalable - all they know is "well it does x".

sport912x

NEVER EVER DO A CSP. I sell Options not trade stocks. Csp is a complete and total waste of leverage, which Reddit has made acceptable for the uneducated, just another way to rip off the masses. You Sell a 200 Strike and need 20k as a Csp, I do the same trade and only need 2k-4k, say a 200 Put on IBM.

smokeyjoe0612

why did IBM commit sepuku

gardeal23

What’s the thought process? I like IBM and its potential, but when I look at the job postings I feel like they’re comfy with their pacing and aren’t trying to overextend themselves like the other big tech companies. It makes sense cause it’s working, but to me that just means the stock stays relatively range bound. Like what’s the game changing catalyst?

supermojo2

All in on IBM 🤞

NoCommonDog

I bought some Ioniq randomly in the spring, just to have a quantum stock sitting in my portfolio - as a constant reminder to keep an eye on the sector. I fully expect it will be the next bubble sector in the 2030s and THIS TIME I want to be ready. Lucky me, it shot up for a while, I sold half and now I have it at no cost. A reminder to have skin in the game when the sector starts heating up. Maybe I'll get some IBM too.

EmergencyFair6786

Good. We're not even done with the last pump. Time for the new pump! I bought all the quantum stock from IBM to the small caps just to cover myself. 

DualWielding40s

I cut that shit. Better returns just hold it in a 4% yield at this point. Fuck IBM

supermojo2

I’m down 9K on IBM on the last two days going into a weekend. Thanks for the cheer up. 👍

Salt_Contract342

Of course you do coz smart. It seems to be stuck at 150ish forever. Sub 150 is a buy, sell if anywhere touching 160. I might actually take my IBM gains and rotate into RDDT Monday if it stays 149ish for a flip

Confident_Bee_6242

I agree. Spent sixteen years at IBM. Nbr 612933

Confident_Bee_6242

IBM had its jump. Back in June. Overlay the charts.

FireAsquared

Trump has already started nationalizing corporations- seems to be good for their stock prices thus far. See Intel, Korea zinc, IBM, USA rare earth, etc. etc. Also historically Dems in office result in higher gdp growth and market returns- at least since the 1960s

Suspicious-Mix-3160

I feel like IBM today. Beautiful woman near to me and I am …like IBM.

throwingitanyway

i bought IBM yesterday because i'm a stupid piece of shit

Confident_Bee_6242

IBM is a dog. It's a sales company that tries to be a tech company. Just like Oracle.

KweenieQ

You didn't ask, but if I were you, I would cash it out and reinvest. The key to my answer is "I like the company but I feel like it's going to be very volatile from this point forward." You don't want to ride, so cash the position out while it's ahead. Whenever I buy a single stock (fwiw, I buy very few), I decide under what conditions it will stay or go. In a taxable account, I like to give the position at least a year to prove itself. Investing in a tax-advantaged account is more flexible, but I always have at least a rough idea how long I'd like to hold the stock. I also know how much I'm willing to lose on a position before I ditch it. That isn't to say I ditch stocks after a year. I've got an IBM position that's decades old. Its size has swollen and shrunk a few times over the years. That's what I'm referring to when I talk about reassessment. Is the stock still performing the way I want? Maybe I will buy more. Or the stock is overachieving, and I have my eye on something else I'd like to explore. So I will sell some or all of my position to finance that. I don't necessarily ditch losing positions right away. My PG position is about $6 per share under water right now, but I'm getting good dividends out of the deal, so total returns look pretty good. I reinvested for a while to bring down my break-even point on the entire position. At this point, I'm harvesting dividends as cash and checking the stock price every once in a while. No rush to sell.

Swearwolfofwallst

They pulled the plug 2 years ago on a partnership with IBM after failure: https://medium.com/@ashutosh_veriprajna/mcdonalds-spent-three-years-teaching-ai-to-take-drive-thru-orders-e5934936488c https://www.cio.com/article/4222701/mcdonalds-reintroduces-ai-at-its-drive-thru.html https://museumoffailure.com/exhibition/mcdonalds-ai-failure However, it looks like they've upped their game and are piloting with new model and system again prepping for an ostensible full rollout:https://tech.yahoo.com/ai/deals/articles/mcdonalds-introduces-ai-drive-thru-000717731.html

bitingthedust1977

Finally IBM waking up

joojian

IBM puts

bitingthedust1977

Feel like IBM will rip soon anyone else

Rock_or_Rol

Can we take a second to appreciate IBM’s governance? Instead of mass layoffs, they saw a buyers market in the talent pool and scooped up the crème of the crop during the swe apocalypse Instead of chasing the AGI supergod they’re developing sector specific models with distinct and clear specialties for practical industry use They’re addressing computational demand with semiconductor design They’ve been on the bleeding edge of quantum for some time They’re adapting to a dynamic sector shift. They’re practical. They’re focused and not impulsive with billions and billions and billions of dollars. Idk.. it’s refreshing between the Altman and Musk moon promising. I’m a fan.

Salt_Contract342

Don't be a cunt NOK, even IBM flipped green today

si_de

Cherry picking isn't statistical analysis. With the benefit of hindsight, you pick a group of beauties. Throw in a few of the less pretty positions. SNOW? IBM? BLOCK? WeWork, GoPro, Peloton all were darlings of their time. Oh, and even better... take a look at stock picking, fund running Cathie Wood and her ARKK fund last 5 and 10 years vs the SP500. 5 years stock picker extraordinaire is trailing hard, 10 year she pulls even with the SP500. You better than her? You certainly are with the benefit of hindsight. If you can pick the winners going forward, good for you. I'm listening.

Primary_Olive_5444

Broadcom should acquire IBM. Part stock and cash deal. Quantum computer is the next frontier. LLM needs a widely used operating system, Red Hat. LLM can then live in the enterprise via IBM mainframe. Perpetual profits

Toothlesskinch

IONQ, QBTS, QUBT, INFQ, ARQQ are where my head is at right now. Neutral atom, room temp systems and encryption. NVDA, MSFT, Amazon and IBM are also dumping huge amounts of money into R&D - which makes sense as the tech poses a sunstantial threat to their existing revenue models

Foremole_of_redwall

It’s cool. I keep flipping profits into IBM. They are taking it seriously.

DrHarrisonLawrence

I was actually just talking about this to my wife over the weekend If IBM’s computer used to be “the size of a room”, and now it’s pocket sized… Well, what if you took all the pocket sized computers in the world and put them in a room. Would it fill up the room? Of course Now, data centers and racks are large today but in 20 years there might be a ‘family data center’ in every home’s utility closet. Condos and SFH alike. Which would be extremely lucrative for any investors who win out in the end

elpresidentedeljunta

IBM, I guess.

supermojo2

I’m bullish on IBM and I’ve been left out of the party today.

Primary_Olive_5444

Google Dario Gil. Then check the timeline of when he assumes his current role and cross-reference that to the number of Quantum Computer related post on IBM newsroom website [https://newsroom.ibm.com/](https://newsroom.ibm.com/)

Substantial-Peace138

I don’t care what IBM is doing well or poorly today for the 10th time. This is. 2 year trade based on the perception that they deserve a shot to change and become better. The setup is here, it started with a terrible plunge in the market, then layoffs, and then it comes down a bit more probably from a capital raise…

Smok3dSalmon

This isn’t a once in a decade opportunity. There are lots of ass companies. Watch AI automate tech consulting and then IBM loses 40% of their income. 

Smok3dSalmon

Don’t get caught investing in IBM to prove your thesis. I don’t know what the hell IBM would be doing if they didn’t buy RedHat. That company’s SW portfolio is rotting from within. They are a sales and consulting company, they don’t deserve the P/E Ratio of a software and technology company.

Beginning-Luck-4026

Gov already announced 2 bil investment in quantum, of which IBM got 1 bil.

Substantial-Peace138

One key thing here which people sometimes miss and means the whole difference —- iBM the stock and IBM the company don’t always move and directly correlate …. IBM the stock is nearing a bottom and will 🚀, how much is the question at hand from my perspective… The cloud sucks , and they are slow like molasses, agreed. The stock on the other hand , is behaving like it’s preparing to orbit …keep any eye out. The stock always moves before we see tangible results , because it’s forward looking 1-2 years. What name will they change to ?

Diplo_Advisor

Anthropic is closer to Amazon and IBM than Pets.com. They hold a significant chunk of the enterprise AI market.

rustynemo

As an engineer sometimes forced to use IBM cloud I completely agree that it’s dog shit. It’s the worst cloud I’ve ever used and I’ve used them all.

tilhow2reddit

Former IBM cloud here. IBM will not pay to keep developers around to fix the problems within the stack. And they won’t pay to upgrade the hardware that is the backbone of the stack and they haven’t figured out in the last 12+ years that they can’t simply buy the solution they need off the shelf and pay consultants to come fix it for them. The fact that the cloud functions at all is a testament to the engineers keeping it on life support. Also they’re slow to get any “new tech” to market. But they’ll somehow rush it anyway and leadership will get in their own way and fuck it up.

iamthecheesethatsbig

Intel was backed by the orange one. If IBM gets the same backing, then yes.

Capital-Mixture5107

I sort of agree. IBM seems like a guy who can always goes on a date but not getting any type of action. And just become that date guy.

Significant_Till_718

Every day our chances get better and better dawg. The IBM lead funnel was the icing on the cake. Its real, and its coming

aesthetics4ever

The government is going to take an equity stake in IBM???

Substantial-Peace138

Agree again —- as always a lot of times the future brings the opposite … My conviction is IBM over the next few years will lead in innovation. Unlike their past 20….. I’ve seen this setup before, it starts with layoff unfortunately…the layoffs are probably not done . … IBM biggest problem is bureaucracy, too many people delay innovation. I have a feeling the name changes too..trivial … But needed .