IBM

moorhound

IBM stands for "Indian Bowel Movements" and their policy is Work-From-Street

bearhunter429

#IBM currently has 5k job openings and 4k are in India. Only 300 are in the US. LMAO🤌

Hamzehaq7

that’s pretty wild! the fact that they’re pushing those simulation limits is huge for aerospace. 25x faster with a GPU is no joke, especially since every second counts in those tests. i’m curious how this will hold up against giants like Google or IBM in the quantum race though. and with AMD's recent focus on AI, it'll be interesting to see if this partnership leads to more breakthroughs. overall, sounds like they’re onto something cool! anyone else here following the quantum hype?

Astronaut100

Bullish signal. Just goes to show how powerful these companies are. No one be trying to attack IBM or SAP lol.

AntoniaFauci

CNN only now reporting on: * awareness that about 7 big US companies (IBM, google, amazon, Microsoft, Nvidia, oracle, palantir) are potential targets * acknowledges that amazon was hit with what they’re saying is small attack confined just to the UAE region TechRadar’s Lance Ulanoff didn’t mention the Stryker incident at all.

TrueCapitalism

HGRAF, USO, IBIT, IBM, RGTI has cooled down significantly. Honestly looking for extra funds to put into solar/hydro/alt-energy/renewables right now, given the situation of the world

SlfImpr

$NBIS up in pre-market due to $2B investment from Nvidia. BUT the market hasn't even accounted for further gains from Iran's warning to attack data centers of Microsoft, Google, Palantir, Oracle, Nvidia, and IBM in the Middle East. Since NBIS data centers are mostly in the US and Europe, it stands to gain further! NBIS Data center locations: [https://nebius.com/hardware](https://nebius.com/hardware)

SlfImpr

$NBIS up in pre-market due to $2B investment from Nvidia. BUT the market hasn't even accounted for further gains from Iran's warning to attack data centers of Microsoft, Google, Palantir, Oracle, Nvidia, and IBM in the Middle East. Since NBIS data centers are mostly in the US and Europe, it stands to gain further

greenpride32

The spread in the current price and buyout price is parts risk (will the deal actually go through) and parts opportunity cost. If you continue to hold WBD today, let's round up to $28/share for simplicity, well absolute best you can do is $3 profit or about 10.7%; that is the ceiling. This deal could take months or possibly year plus. The SP500's annual average return with dividends reivnested is a little over 10%. So by holding WBD, and let's assume the deal takes 1 year to close, you're just matching the SP500 return. Opportunity cost simply means, there will be many who would rather take the money out of WBD, and use it to try and capture a larger profit margin. As the deal closing date approaches and as risk erodes, you will start to see the share price slowly creep to $31. That's because the opportunity cost of the money declines with the time window. I have a year to beat 10%, or I have 3 months to beat 7% or I have 1 month to beat 3% etc. Same pattern plays out for any buyout. If you see something else it means the deal was at risk for whatever reason (another bidder, regulatory approval threat). MSFT and ATVI was an example that bounced all over the map due to regulatory issues. IBM and HCP followed standard playbook.

aidettec

Healthcare sales cycles are notoriously slow. Even if Amesite is 10x faster and cheaper, how do they actually break through the nobody ever got fired for buying IBM mentality of these big hospital chains?

Average_TechSpec

Yall sleeping on IBM 😃

ForsakenRacism

Bezos is way better. At least he’s just a POS. Elon goes in and does this weird as shit. As a fed the shut he pulled with DOGE was insane and didn’t even serve a purpose. I am a Starlink customer but I will happily switch if someone else comes on and offers something competitive. Maybe it won’t be tomorrow but eventually someone will. I doubt you’re typing this on an IBM phone.

Fresh_Boysenberry576

Why do you think that is a good thing? Is IBM so important for America that it needs to function as a public good?

Botasoda102

Bernie Sanders and I like USA taking a equity position in IBM. So, he gained a few points, but he’s still zillions behind.

Baat_Maan

They will have cash but I hope they never get the kind of talent they had before. This place deserves to be the next IBM at best. I know the AI bet will fail eventually because it is extremely overpromised but till it continues getting money, employment is doomed not because AI can replace or reduce humans, but the money going into AI won't leave any cash to hire people.

ohgodthehorror95

Enterprise solutions. Same thing with IBM and SAP. The switching costs outweigh the costs of staying. So it's practically a captive audience

sentientshadeofgreen

I believe that AI isn't going away, what we'll actually see is a shift away from microelectronic semiconductors into photonic chips. With photonics, the absurd miniaturization that only TSMC can achieve using only ASML's EUV machines is not necessary. You can accomplish the same performance on a larger wafer. I think it's possible a Taiwan crisis happens before photonic chips usurp electronic chips, more likely it could even be a catalyst, but things are already moving that direction. That being said, I'm keeping some TSMC stock, geopolitical risk or not, there is nobody else on the planet that can do what they do and electronic chips are not going away. Samsung is second. Furthermore, in the context of AI, AI is waiting on a photonic chip revolution. We're talking light speed communication versus the speed of electrons through materials with resistance. There is a lot of money invested in de-risking the global supply chain away from one company in Taiwan who relies on one company in the Netherlands, so I think the photonic computing revolution is happening one way or another by the end of the decade. If I'm picking one company I think will be very successful, it takes very little creativity - it's going to be Nvidia. That being said, I have investments in Coherent (COHR), Corning (GLW), IBM, and IPG Photonics (IPGP). I'm planning to open positions in POET and Broadcom. Possibly will invest in Lumentum, nLight, and Cisco as well but I have to do more research and get a better idea of what I'm willing to pay. I'm waiting for a big stock market dip to tax-efficiently diversify more into this sector. A lot cheaper to actualize a loss and buy a market dip the same day, than to actualize a profit and overpay the same day. I don't like sitting on cash otherwise.

aquavelva5

MSFT is the worst performing tech stock I own (recently). They are spending too much on AI, ruining their profit. I am thinking IBM in the 80s. I am done buying individual tech stocks for now. Too volatile due to AI spending. I do think one or two of the big tech will be gone in a few years, merged etc. They are too old and no longer growth. These companies are spending like their future depends on it and someone will lose. I dont think its MSFT, but oracle, facebook or google seem iffy.

IDrinkSulfuricAcid

Me with AVGO and IBM recently. So instead I've decided to hold everything all the way to 0 from now on

daninsatx

IBM, CSCO, MSFT in 1996, still holding. should have sold that CSCO when it topped out, but I was young and foolish. I did hold most of the MSFT which i got for between 24 and 40 bucks a share. I was working in Tech so learned about CSCO from the network guys. They said buy as much as you can.

dweaver987

My grandparents gave me two shares of IBM stock around 1970. I sold it when we were scraping together cash for a down payment on our first house in 1999. We had to figure out how to transfer the actual stock certificate.

Full_Pear449

IBM, in the mind of a child may not be of any importance, but, when you were one of the leaders of the computer revoluton you should not be ignored. You need to burn cash in order to eventually make it. How many companies made money the first day they opened their doors. IBM and others burned money for years before becoming teh giant they are today. RELEVANCE, older archtecture although old was still useful. For a small cost withing the first year were even in cost vs profit . Second year our P&L Statement was a +$600MM. Some day you will take ECON 1 & 2 thats when you'll understand what this all means.

tmssqtch

IBM

Nefarious_AI_Agent

IBM is my new god

Full_Pear449

Born 1961. In 2000, the desk I traded on bought an IBM AS/400 ( used) for a very reasonable price. We paid for the shipping and installation on the 12th floor of our firm's building. Out of the desk's budget, 3 programmers were hired, and all maintenance cost was split between our budget and the firm. Our company supplied space, cooling, electricity etc. My Dad was on the original team that developed Fortran. You're out of your league

Full_Pear449

If you don't have IBM as the computer giant, you would never know about Seymour Cray and Bill Norris(ERA) or Sperry or UNIVAC. But I know you are a smart guy and can follow the bouncing ball expertly.

No-Detail-2879

IBM is dog water what’s your point exactly?

Full_Pear449

Do you remember when supercomputers were first born? In the early '50s IBM introduced NORC, the Control Data , then Cray Research; all introductions were met with scorn and disdain. IBM introduced the ThinkPad, something no one needed or wanted. Either get on board or step aside.

Juic3-d

Probably gonna FAFO with IBM

BNA-mod

TSM and ASML all day everyday. All they do is collect profits from chip biz. Nobody gets chips without these two. GOOGL is a value buy at this price. PE ~28? Forget about it. Thank me in 24 months when it’s 🚀 SOFI was better last week but I do think it will continue to rise back into the mid 20’s. LLY under $1020 will pay well as an investment. Bought the unreasonable dip in APP. This will be $700-750 by EOY. On fundamentals, you should buy PICS. Corporate buyers are going to buy every dip because it’s basically PayPal for So. America. $25 near term and $60 within 2-3 years. PDI for the dividends. IBM under $300 is a given.

Rush_Is_Right

>Pasqal is a leader in the industrialization of neutral-atom quantum computing, transforming Nobel Prize-winning research into real-world solutions for industry, science, and governments. Since its founding in 2019, Pasqal has built high-performance quantum systems and cloud-ready software designed to address complex challenges in optimization, simulation, and artificial intelligence. Pasqal, headquartered in France, employs over 275 people and serves over 25 clients, including CMA CGM, OVHcloud, Thales, IBM (Pasqal is part of the IBM Quantum Network), Nvidia, and Sumitomo. Backed by more than $300 million in total funding from leading international investors, Pasqal is accelerating the adoption of scalable, high-performance quantum computing worldwide. From listing track

joepierson123

IBM and GE were tech and they were into everything too.

Acoma1977

bought IBM at $227 and Paypal at $40 recently

jpvestor

IBM

MoaiTrist

Maybe you should research the history of IBM.

Kyrptix

First time in forever that my calls were green. Thanks U and IBM

ktaktb

Power law explains IBM, Exxon, and GE as well. Heck, also the East India Company.  Mag7 are the in peak phase if you want to be honest with yourself about history and the scale of history.  If we expect history to rhyme, the ONLY certainty is that even the Mag7 fade from relevance. Lucky the sp500 and other broad index solutions have handled this type of churn several times before. Scary bit is the nation churn, which is also a historical constant, and this suggests that eventually even the sp500 wont keep your investments safe. Oh well

jda823

They want you to buy IBM and Coca-Cola?

wa_ga_du_gu

I thought they renamed it to Lenovo? It's now Chinese IBM?

RKO_Films

Bro. Nvidia isn't the only one who can make ASICs that can compute tensors. Go back on time and tell me how nobody's going to take IBM's market share, or how AMD can't compete against Intel. Bubbles pop. The dot com bubble burst. That doesn't mean the internet revolution wasn't real.

shunted22

Yeah just like IBM

ZilxDagero

Its inter continental buissness machine, IBM's international branch.

TurnUpThe4D3D3D3

Markets tanked after the Supreme Court struck down Trump's April tariffs, so he immediately announced new 15% global duties (up from 10% announced literally a day earlier). The EU is freezing trade deals in response, creating massive uncertainty. Also, AI disruption fears are hammering software stocks—IBM plunged 13% on worries about Anthropic's new tech, and other names like Datadog and CrowdStrike got smoked. Dow dropped 800+ points Monday. Gold and silver surged as investors fled to safety. Classic volatility while the trade war situation sorts itself out. --- *^(This comment was generated by moonshotai/kimi-k2.5)*

aaron_dresden

The reason for its drop is a real risk that undermines the future value of IBM as a company that heavily relies on sustaining its legacy systems.

Loeki2018

Picked up IBM @229.55 last week. Not sure on 240 as the rebound already happened. It might stay there for a while. Not financial advice

BB448

what do you think of IBM right now? Think its a decent pickup atm at 240, or should wait till during/after monday to see how it goes. Reason being its basically at its lowest in the past year and can see it rebounding fs. Im prettty new to stocks tho js getting into it so would appreciate any advice. Thanks!

Sablus

I mean heck they still use human drivers for a lot of “AI” automobiles to negotiate obstacles and issues. Similarly ChatGPT Health just got in trouble for having issues not diagnosing patient issues from an ED setting that were easily found by residents (junior physicians). We still do not have a coherent or stable use case for AI nor the productivity to justify this expansion. I feel this infrastructure push is due to the fear of companies being caught with their proverbial pants down once a true use case is discovered cuss no one wants to be the next Blackberry or IBM and misread a possible future market.

Top-Albatross-5295

They're competing against Google, IBM, Intel, and Nvidia... all of which have their own quantum chips and more money than they know what to do with.

jobohomeskillet

Someone is an IBM bag holder

sysphus_

If history has taught us one thing it is that if you can make enough money from war to survive a couple of decades, it won't matter how many deaths you have contributed to. Ford motors, IBM, Mercedes, JP Morgan, I mean the list is endless. Anthropic just doesn't have a reward piece big enough as it can't see long term contracts in sight to take such huge risks. Especially if 2028 brings in an administration which will crush them for doing business with Trump.

Gladiz1972

I just sell cheap options CSP as in cash secured puts on stocks I don't mind owning all 7 look like they are going to expire worthless in the next 50 minutes or so Intc 45 puts are the only ones even close Mcd,Brk.B ,IBM etc The OP should be buying McDonald's stock instead of having to work there flipping burgers 🤔

Salt-Cap-9304

And IBM is more secure, their processes meet GDPR, governance and compliance, does Anthropic?

SuggamadexRocuronium

IBM calls free money

AssultLoneWolf

People probably thought the same thing in the 80s when IBM was worth 100 billion. The idea that a company could be worth trillions was probably unfathomable. Back then you could retire off a million dollars. Right now you need a few million. And in 40 years you'll probably need 10 plus million or more.

stickybond009

When it comes to tech the lucky 7 Giants are unbeatable for at least a decade more. The next not so Giant 7s could be our next bet (adobe, oracle, IBM, etc)

allllusernamestaken

bro how did IBM go from putting out groundbreaking research to an irrelevant body shop?

Hairy_Aardvark7755

IBM once was at the same position at PLTR.... IBM then sold its OS and Hardware for cheap and couldn't really keep up with the market. Then they just turned into buying companies/startups to inject new bloods. I think PLTR will props do the same at some point. They also got contracts with foreign governments.

wrongrobertpatrick

IBM, DASH and NFLX holding the port together https://preview.redd.it/u2x8td3jpvlg1.jpeg?width=1320&format=pjpg&auto=webp&s=34256c2c55d8240e4b861371ea8c5159da8f202e

SeaofCrags

Yeah I understand them losing their niche being a problem, but IBM explicitly have set up tools, were developing further tools via Watson, and announced in their earnings report that they were doing this, so that Cobol could be converted to Java, which is far more accessible and not an IBM language. The point I'm making is that if Cobol programming was important to their business, they wouldn't be actively setting up a way for it to be removed or replaced. Cobol as a language isn't important overall to IBM, the consulting on the language is like 1-2% of their business, but managing the systems and infrastructure is where the value lay. The only thing that happened is Anthropic have accelerated the process - but why would IBM care about that if they were already not married to Cobol anymore. It maybe appears the market have somewhat concluded this also, climbing back to the near same price as when the Anthropic announcement was made.

LostAbbott

Quantum is still nothing but smoke and mirrors.  A small firm has little chance of actually making it happen over players like IBM or Microsoft.  All of the pure Quantum plays are nothing but marketing hype.  Similar to the fusion guys on the nuke space.  It simply isn't worth putting your money there until something more legitimate happens.. 

marie_carroll12

The real question isn’t whether LLMs can code — it’s whether IBM captures margin from enterprise AI spend or gets disintermediated. That’s the bet.

Smongk

IBM comeback just started

billyb26

Closed out my IBM position and I’ll be going cash until the next big oversell

wrongrobertpatrick

DASH and IBM holding

billyb26

IBM is in orbit, while you’re bag holding your nvidia calls

billyb26

IBM has been free money since it bottomed out

GainsCity_wsb

!banbet IBM 350 4/17 It's a bulltrain. It's THE BOULLLLLLTRAIN

ComfortableNo5231

If you don’t have extreme confidence in IBM being at a specific price by a specific time, go for in the money options that expire in 1 year+ Even safer would be to do a spread instead of buying a naked call.

giselle_stroman

13% drop on “LLMs can code” is peak market overreaction. IBM has been selling enterprise AI longer than most of these LLM startups existed. Bold move. Respect.

_ram_ok

It’s very simple, Anthropic employees have realised that AI news spooks the market now. So they short IBM stock and announce their shitty COBOL “tool”. Its market manipulation

prestodigitarium

What do you mean? A strong competitor coming into their cozy little niche makes their cozy niche not so cozy. It’s like you have a snake, and a mongoose is coming for it, suddenly you’re not so confident in that snake’s long term future. A lot of people who would’ve paid IBM are going to pay Anthropic instead. And presumably, Anthropic’s coming for their other cash cows. I guess maybe I’m not understanding your question? It seems pretty clear to me why that makes IBM less interesting to own?

Wide_Open_Buttcheeks

Bought IBM and MSFT at the low and looking good so far Wondering how long this climb will last though

SeaofCrags

So why does that have anything to do with Cobol conversion? The market niche people are claiming IBM have (Cobol programming), was already being offered up to be removed by IBM themselves, just now people can use Claude instead of already available IBM tools, and Watson in the next 2-3 months...

SeaofCrags

Converting Cobol to Java doesn't mean they retain a market niche. Neither does using tools to do the conversion. You can literally go online right now and take the Cobol to Java IBM tool and do it, its just less polished than if it were in an LLM.

gizamo

Is IBM in it. Boom, roasted.

falsejaguar

IBM? Like from the 1980s before IBM compatibles lol?

gatovision

I still think this whole thing is madness, even compared to the .com. I just dont see how Software companies can keep spending and doubling down on this when their stocks are getting wrecked. MSFT, ORCL, ADBE, IBM, CRM, INTU, etc, plenty others are really looking bad. So where will the $$ come from? LLMs will be a race to the bottom, and are getting more efficient and need less hardware. I keep thinking were getting close to peak rev but here we are, still going up.

Apex-Editor

You ask about cost basis and get mad when it's IBM from the 60s.

Gom_KBull

Bought 3x IBM Aug 21 2026 310 Call @ $5.60

Crazy_Donkies

You stooopid?   https://newsroom.ibm.com/2026-01-28-IBM-RELEASES-FOURTH-QUARTER-RESULTS#:~:text=Software%20%E2%80%94%20revenues%20of%20$9.0%20billion,3%20percent%20at%20constant%20currency

Scared-Signature-452

IBM is not software

Swisscoinz

Who else bought the dip? IBM is a steal at this price. Go on, buy the fomo stocks if you must

Scared-Signature-452

Whoever sold IBM on Friday / Monday is dumb as fuck

Kanakarhu

IBM published AI that can do COBOL modernization years ago... interesting that market reacts to re-release of a product that has existed for many years.

billyb26

That IBM dump was such an easy buy

Competitive_Goal7735

There are a lot of companies I will take a short position on before IBM. Actually see it as a buy right now.

lalyt93

Claude just requested 50,000 h100’s so they can replace IBM’s service division

Nefarious_AI_Agent

IBM sell off was the bottom, how retarded was that

Puzzleheaded-Sun6987

No matter how hard it is to replace COBOL...IBM can only milk those same old cows, no new source of revenue. Clown tried to reposition themselves as AI governance company, but look at how many research papers they published on AI governance? Even their existing AI Gov tools are lacking in many areas. Stock price going back to $100 range soon.

JJpawz

I give it 6 months before IBM is back and expanding to fix the errors in the AI generated code

Happy-Champion1661

they are quite expensive for IBM

whatsgoingonhonestly

IBM leaps are kinda cheap as hell for April

whatsgoingonhonestly

I'm thinking IBM leaps

GainsCity_wsb

Already sitting on IBM 350 4/17, looking to grab 325s also after this drop. I need 50 contracts. Shit I need to more chips.

stockist420

The funniest part I find is when people scream "everything is priced in". If that were true a report like this would make zero impact, IBM would not drop 13% because of claude can understand COBOL a bit better, only to go up the very next day. Prices move because of people's reaction to news and speculations, fear is the strongest emotion that generally brings about a reaction even in seasoned professionals. I think this report is the first of MANY about to come. All one needs is few friends in media who will bump up a blog, some article, someone's musings.

LHeureux

Competition, market share grab, not having to rely on IBM, not getting price gouged. Like basic economic reason as to why IBM might lose value and market share to Claude

papuniu

seems to be a good time to buy IBM calls

Stocks_N_Bondage

The funny thing is IBM had one of the first AIs with Watson, but I'm guessing they could not figure out how to market or integrate it. Similarly Apple did SIRI but then just stagnated.

Toothlesskinch

Can someone who actually knows space tell me how real a threat anthropic is to IBM? Based on the absolutely massive scale of the data they handle and a.task.specific AI thats been in development for 20 years it kinda feels like a panic sell.

zedmaxx

So what I’m hearing is calls Seriously tho, I worked at IBM 20 years ago and people were trying to move then. They still make billions on mainframes.