IBM

TernTheNumbers

Wow a whole 3 job openings at IBM, probably all fake.

orangeyougladiator

> IBM is tripling the number of Gen Z entry-level jobs after finding the limits of AI adoption And that’s the sound of the bubble deflating faster than you can blow air in to it

Yogi_DMT

They're a holding company they don't innovate anything and are hugely bloated. Basically just IBM but also half Berkshire Hathaway so they're not completely tanking.

DollarBillAxeCap

If that's the case then why is IBM hiring a boatload of entry level people (mostly devs) in the next few years? [Source](https://fortune.com/2026/02/13/tech-giant-ibm-tripling-gen-z-entry-level-hiring-according-to-chro-rewriting-jobs-ai-era/)

TheLegendTwoSeven

IBM released the first smartphone in 1994. Research in Motion released the BlackBerry in 1999, which gained popularity in the business world in the 00s. Apple released the iPhone in 2007, Samsung released the Galaxy in 2009, and by 2014 smartphones were everywhere. That’s 20 years from the first smartphone. If we want to pull back a bit further, the first commercially available cell phone was released by Motorola in 1983. So it took about 40 years from the first cell phones to smart phones being common and high quality.

Plus-Bookkeeper-8454

Part of the concern stems from ongoing fraud allegations and investigations tied to the company’s CEO, a former IBM CFO. Short seller Gotham City released a report claiming that key financial metrics were manipulated to conceal spending and overstate cash flow; if those claims prove accurate, they would imply serious criminal liability for CEO Martin Schroeter. The abrupt departures of both the CFO and general counsel shortly after the announcement of an SEC investigation focused on cash-flow reporting further intensify the appearance of potential governance and accounting issues, making the overall situation appear highly suspicious.

Plus-Bookkeeper-8454

Part of this is because of repeated fraud accusations and investigations involving their CEO, who used to be the CFO at IBM. Gotham City, the short seller, released a report alleging he manipulated metrics to hide spending. If they are right, the CEO Martin Schroeter is a criminal.

Vimes-NW

Long time ago, working in IT, we dealt with IBM global services - bodyshop of incompetent and useless offshore resources. They fucked up the project so bad, we had to redo most of their work, while paying them. So, for the next big project (millions of dollars) when our CIO said he wants to use them again, everyone in the room turned to him and gave him the "Are you a fucking regard?!" stare. Like that reporter did. And he said "what? They wouldn't fuck us twice." This just overshadowed it. (excluding politics)

Lopsided-Magician-36

Could happen last quarter $IBM earnings was a vicious dip then supercomputer news Friday to an 8%rip I saw calls go from $6 to $1300 in a day

IDrinkSulfuricAcid

Had hella SNDK calls and still did not save my anoos from getting gaped today. Thanks AAPL and IBM

Independent_Name_601

Grandpa needs to sell IBM and buy something with a little juice. 🥤

dtlabsa

Damn 100 year bonds, the exact cause of IBM "not being on top in any specific field".

Max_Danger_Power

AMZN, DIS, FPI, IBM, INTC (money printer backed), KMB, PG, LAND, MSFT, SONY

aaron_dresden

That doesn’t mean they’re not a sizeable tech company involved in lots of different companies. Even today every company I’ve worked in has had some product or service from IBM. With the purchase of Hashicorp they are a big player in orchestration for example.

aaron_dresden

Your narrative matches as poorly as Burry’s as the poster you’re replying to is point out. IBM the company that started in 1911, a very long running businesses. With long established revenue streams, still selling and maintaining old tech that companies and governments keep using. A company that is also in the race for new tech like quantum computing. YouTube, a service that started in 2005 and was bought quickly by Alphabet in 2006 for $1.65 billion and is now worth an estimated $550 billion. While TikTok was only able to be partially sold after unusual government intervention, it’s a different beast being Chinese owned, it also hasn’t replaced YouTube, it’s carved a different niche, that YouTube has since tried to expand into. Large IT companies buy competitors all the time to avoid competition and make themselves stronger. It’s often easier for them than to start from the ground and try to catch up. Alphabet has 256 acquisitions alone. At least 217 acquisitions for IBM. Over 225 acquisitions for Microsoft.

Nefarious_AI_Agent

Look what they did to grandpa IBM, disrespectful

Just_Butterfly4052

Thank you IBM, very cool.

mohelgamal

There is a difference though. Disney and Coca-Cola are long running businesses with established revenue streams that aren’t easy to replace especially that they can just buy up competitors easily when said competitors are very small and have a long time frame to scale up grow their customer base to be a serious problem. Motorola and IBM are tech companies, and in tech things play differently because when a competitor come with new better tech, the adoption is very fast and by the time you notice they exist, they are already too expensive to gobble up. Basically like TikTok and YouTube, if Alphabet had enough warning, they could have just bought it early, but by the time TikTok showed to be a success, it was already too big to buy without forking out many billions. Whereas Disney can simply buy any kids show that gains some fans if they want

mohelgamal

IBM used to be the number one name in both the PC market and the server market. They built all the DOD supercomputers, they made the computers that helped NASA do the first space and moon missions. They were to all of tech what Google is to search engines. Now they aren’t even on top in any specific field

tika_dengu

5Y - MSFT (65%) v IBM (143%)

TheSixthNonsense

*How* they stayed relevant is beside the point. The point is out of the few companies who issued 100-year bonds in the 90s (Coca-Cola, Disney, IBM, Motorola), dude is cherry picking the only one that fits his narrative.

H3rbert_K0rnfeld

IBM almost fell out of relevance. IBM outperformed some MAG7 because of obnoxious government spending. Why do you think Nvidia is so high? If you guessed something other than obnoxious government spending then you would be wrong. IBM carrying an awfully large debt load. Things that make ya go hmmm.

Facebook_Lawyer_Gym

According to Google, the IBM bond was 7%

TheSixthNonsense

I mean IBM issued 100-year bonds in 1996 and it didn't exactly fell out of relevance. It's still around and worth hundreds of billions. Its stock has outperformed some of MAG7 in the past few years, too.

YakResident_3069

Western auto companies were de linked from the tech revolution. BYD came from batteries and mobile phone market. This is a classic case of IBM or NOKIA or Motorola not understanding new tech ie software at the time and losing entire markets. Us auto giants are dinos that reaped what they sowed. Americans talking free market and competition only when it suits them.

Astronaut100

The clueless, snarky commenters in this thread seem to have forgotten that Google brings in 400 billion per year at 32% operating margins. GCP just recorded a growth of 48% and backlogs grew 55% from **last quarter**. The entire company, a 4 trillion behemoth, is growing at 18%. Google is not Motorola or IBM. They have their hands in every future industry you can think of, and they hire the smartest people.

spy_bunny

ummm IBM was a power 5 stock.... its nowhere near that now. it doesnt matter what it does now. Its got out of all the profitable industries i.e. hardware and chips, and is mostly software now. Go back and look at the stock market history by market cap..... from the 1990s... then find out when they did there 100 year bond.... 1996 lets say , because you knew and lived it. Then see what happened over the next 10 years.... do the same for 1860s railways and you'll start to notice a pattern, and what it says about the state of the market. its like having to talk very slowly to a child about history i lived and traded back then. Its not often i'm like this but well clearly you dont remember big blues dominance.

groceriesN1trip

IBM hit all time highs a few months ago, driven by their AI investments and software. 

Badmoodsbear

A lot of these are a mix of AI resilient and Human based SAAS. Personally would not want to own those as a large part of their market cap is the latter and has quite a bit of transitional risk. Also, large companies tend to be less adaptive. Just my 02. My personal list is: MDB, NET, DDOG, SNOW, S, ESTC. Too bad Confluent is getting acquired by IBM or I would have them on their too.

elpresidentedeljunta

There is no denying that the chinese are stealing ip, but just as 1989 indicated: We don´t need to pretend western companies don´t do the same. There is literally a movie about apple stealing from IBM and Microsoft stealing from apple. However the attiude of thinking the chinese weren´t able to develop themselves by now is exactly the arrogance (which I know I presented a lot of myself today) which allowed the japanese to become better car producers than the US. And recently the chinese. Those new EVs weren´t stolen by anybody. Western companies partner with chinese companies right now in order to get that ip. And the sheer numbers are turning against the west. Until recently the US made up for having less of a human reservoir than China by attracting foreign talent and enabling young people from lower wealth background to go to college. It could pick the very top of talent from 7 billion people and easily outcompete China. Those talent pipelines are just now being shut down. Within a couple of years the US will have the top pick of 100 million americans who can afford to go to college and compete against one and a half billion chinese whose education is fostered by their government. And while the US has some advantage left, techologically China is closing in.

daviddjg0033

A year with no jobs and no recession? -Claudia Sahm https://stayathomemacro.substack.com/p/a-year-with-no-jobsbut-no-recession I remember 10y/2y was a signal but it has not led to a recession and read college graduates are facing a 2003 like market. "Summer and fall of 2024 revised will show notably more weakness in payroll employment. July 2024 was also when the rise in the unemployment rate triggered the Sahm rule recession indicator. At the time, the unemployment rate appeared out of step with payrolls, but that gap largely reflected the long lags in measuring employment. The unemployment rate remains a critical indicator of labor market conditions and will not be revised in the January report. Labor demand has not kept pace with labor supply: the unemployment rate is rising, but at a much slower rate than the deceleration in job creation - 3% to 5%." What part of this time is different do we not understand? IBM hired 500,000 and NVDA has 50,000 because you do more with less. Coalie the cartoon? We extract more coal but with a fraction of the labor. How do cities cope with large white collar job losses?

ATypingDog

I briefly looked at tech companies from 20 years ago. The data that I found said these were the biggest then, and here is their 20-year CAGR since: Microsoft - 11.8% Intel - 3.9% Cisco - 5.6% IBM - 4.7% Oracle - 10.4% The average CAGR if I held the 5 biggest tech stocks for 20 years was 7.33%. SP500 - 8.4% QQQ - 9.8% So back then, you needed to pick Microsoft and Oracle to benefit. 3 out of the other 5 choices lost, holding all 5 lost. If we as humans were more stressed from holding the individual stocks for 20 years, that adds to the loss. I think it's much easier to hold the market for 20 years for most people than it is to hold individual stocks and have periods where they feel stressed or have doubts or tinker with portfolio more. It allows them to say "well that's just the market" instead of "I made a mistake, why did I pick these", etc.

spy_bunny

one word... motorola. and an acronym ... IBM. because 100 year bonds have always worked out well right? right? I considered google a potential long time future top 10 company until they did this. Now the kiss of death has been applied, i fully expect them to go the way of IBM, impossible though it may seem right now. too bad i cant put a banbet in for 2050 on this. in the crazy event they can make the bond work, then its calls on the stock for the next 20 years... steam trains though... steam trains. in the 1860s railway companies decided 100 year bonds were a good idea.... then came 1873.... I have a personal belief in 2035-2040 as a cyclical crash hopefully AI/ private equity debt driven, and this is good news to me another nail in the coffin of this bull market. Isnt history great... we get to repeat all the regarded things from 150 years ago.

IDrinkSulfuricAcid

IBM 6 month chart is giving me an air embolism

Realistic-Tank809

Confluent was bought by IBM.....

FarrisAT

Exxon Mobil and IBM have higher PE ratios than Microsoft and Alphabet, respectively. Both reported flat revenue in Q4 2025.

DigitalAquarius

“When deep space exploration ramps up, it'll be the corporations that name everything, the IBM Stellar Sphere, the Microsoft Galaxy, Planet Starbucks.”

bigmeatbag

Why they need to sell $20 Billion in 100 year bonds when they have all that cash? Something isn't adding up, when IBM did that it's when they started to go to shit and marked the start of their decline.

itsatrashaccount

IBM generates $20bn a year consulting on problems their legacy infrastructure creates. If you buy IBM new without legacy systems you deserve to be fired, lol. Cybersecurity is slightly more nuanced than Betamax vs VHS. CrowdStrike won't work for a lot of users, either due do connectivity or policy issues. Not every company wants to rearchitect everything to implement endpoint protection. The idea CrowdStrike will achieve market consolidation is untrue. S1 has great potential and isn't disappearing soon, but catching the knife is hard.

Unusual_Onion_983

Nowhere in my post did I mention quality. At the end of the day F500 CISOs don’t give a shit about low level features like auto-quarantining or whether CS should move from kernel mode to user mode, they want to shake hands with George at F1 and be told that he’s protecting them. When shit hits the fan they want a CS TAM to be on the phone. Leave this Betamax vs VHS shit to the engineers. Nobody ever got fired for buying CrowdStrike, Microsoft, or IBM.

Vimes-NW

You may have not yet been a swimmer in your dad's testicles yet, but once upon a time there was this company called Novell. And they were everywhere your business had networks. And there were blackberries. And IBM computers. And Bell Networks. And Xerox. And countless other "forever" dinosaurs with valuations higher than your hot air balloon take

Aggravating_Path206

Understand this HISTORICAL FACT. Every single company that issued ultra long corporate bonds in history started declinig immediately, money invested in them became dead money for 5-10 years at least. Motorola, IBM, Coca-Cola, Disney, JCPenney, Ford. Every single one of them, there is literally not a single exception in history, for GOOGL to not decline or flatline for the next 5-10 years, it needs to be a case of "this time it's different".

bobber18

Seems unlikely in tech, yet IBM was founded in 1911 and still going strong.

tnguyen5057

Holy shit IBM

IDFCommitsGenocide

isn't that how it happens everywhere? bill gates said he had his OS ready and sold it to IBM, but it didn't actually exist and had it created in time for the contract delivery elizabeth holmes wasn't as lucky

HashMapsData2Value

I mean IBM stretches back into the 19th century, so well over 100 years old. Who knows, with how powerful some of these private enterprises have become maybe Alphabet will have its own moon colony one day.

AluminiumCaffeine

"Microsoft now trades at a lower forward multiple than IBM, for the first time in 10+ years. Forward P/E: $MSFT: 22.9x $IBM: 24.1x" Crazy times lol

asdf_lord

IBM is the only real example of a tech company lasting over 100 years and they've done it by the skin of their teeth. Will Google be around in 100 years? I actually don't believe so. I think apple will buy them one day.

birdman1972

Kyndryl Stock Crashes After Former IBM Unit Discloses Accounting Review -- WSJ

Dal-Thrax

Depends. The original 1929 crash was about 30%. If that happens, the sun rises and we continue on. The problem was that the original crash caused a meltdown of the system that had been circulating gold around the world. That caused the US currency to melt up (deflation) and a number of banks to fail. The follow on lead to stocks being down about 85%. Full recovery if the index did not happen until the 1950s (though actual recovery might have been earlier, IBM hit itself kicked out of the DOW for a number of reasons, including selling early databasing systems to the Nazis to round up Jews). If Great Depression round 2 happens the only thing that does not die is sovereign bonds and even some of those sovereigns might not be around at the end of it. In this situation gold is not a certain safe haven. During the depression the price of gold DROPPED when the US went off the gold standard, as the US was providing price supports. Nothing does well. Paid off house and investment in TIPS might cause the least day to day disruption (though TIPs in the depression would have suffered major losses due to deflation). That said there were some Germans who had their currency crash, there homes burned out, then the Soviets take anything that was left. At that point the question becomes who in the family died, not how the investments did.

Real-City-251

Already have IBM

Hamataru

I got burned so hard on my CCCX play this last week. I still think they’re the best value in the market. They had some rotten fucking luck, and me too by extension. A government shutdown each time they started to get momentum. Other quantum companies shitting the bed with dilution or whatever this last go around. The narrative of quantum going from revolutionary to “highly speculative and overbought penny stocks” in October as well. I see quantum in two separate ways, there’s the revolutionary logical qubit super computers and then there are deployable applications. IBM and google are a league above everyone else on the logical qubit side last I checked. INFQ is the front runner for deployable applications. It’s like comparing data centers to laptops imo. There’s always the breakthrough chance though for any of these companies. If I was responsible and a believer in quantum, I’d go in CCCX/INFQ, IBM and a quantum ETF. I’m a degenerate though and see CCCX as having the largest upside in the next 6 months though FYI, I believe INFQ shares are locked post merger. So only CCCX buyers will be taking losses if it falls below $10.

Cinq_A_Sept

Try IBM..

No-Reflection5141

“Permabuy.” That’s what was said about IBM and GE once.

silentstorm2008

Their platform looks like it was developed in the 90s and never updated. Only legacy companies will use them until they become like IBM. Newer companies will use platforms developed for the .modern workplace and don't have a high barrier to integrate and maintain. Our workforce has a SNOW team of about 10 and they are in 6 month backlog of requests for maintenance, fixes, and enhancements.

someguy-79

100%. It reminds me when I worked at IBM and they tried so hard to ban Excel and use their Lotus product. Huge flop and everyone went back to Excel pretty quickly. Huge moat and huge pricing power.

krossPlains

I felt this way about IBM when it was at 160.

RD_006

Seeking an exposure to the US grid through a solid company with strong fundamentals, I've picked GEV. Expensive, yes but the US electrical infrastructure requires complete turnaround upgrade and expansion to keep up capacity for growing power demand. GEV was sort of IBM. Has it all, but needed major restructure and restart. From getting rid of dead weight to changing company mentality. Got a first hand experience with its machinery. God tier quality. Besides, they have some renewables branches if memory serves. As for Chinese vendors, Huawei, SunGrow and Trina Im most familiar with. Huawei offers best integrated solutions. Every year a new upgrade. SunGrow provides Switzerland level quality and manufactures everything from PV panels to transformers. Trina. Welp, Trina is just like Ford. Bear in mind, renewable stocks boomed after Covid just like SaaS, AI and semi companies did, so Im not entirely sure if they go parabolic again. Also, high competition and low level entry barrier on Chinese market.

BaconSarnie2025

NVDA TSM ASML . MSFT GOOG TSLA and META will go sideways due to capex impinged earnings. In 2001 after the crash in internet stocks, there were only three or so winners at the top of the S&P 100. CSCO IBM MSFT AOL etc went sideways.

Potential_Try_2193

Adding to Alphabet and Boeing...already bought some more crowdstrike and snowflake...looking at IBM and Cisco...

MannerProfessional24

IBM

ybmeng

Let's not talk about Amazon as a whole. We have to talk about Amazon Retail+Ads (ARA) and Amazon Web Services (AWS). They are two completely separate businesses bundled into one. ARA is actually a bad business (comparatively) that I wouldn't invest in. Growing 10% on $127B US and 17% on 50.7B intl, with margins around 9% and 2% respectively. Retail is hard to scale and profit. Your autonomous warehouse thesis hits here, they might be able to get a few points of margin here but it won't be game changing. AWS is what everyone's watching, the growth and backlog are slowing relative to GOOG/MSFT. The world is changing very actively and the newest tech companies and legacy companies are all choosing their AI cloud providers now, it's a new inning and every legacy and new tech company's cloud and AI spend is up for grabs. AWS's lackluster chips program and their lack of AI bundling like GOOG makes them the dumb choice for any enterprise or AI startup. It really comes down to this: Any startup or executive will choose 1) GOOG or 2) MSFT for their AI/Cloud strategy going forward. If you choose AWS/Oracle/IBM you will be laughed out of the room and fired (or your company will slowly sink). This is the current state of play. AWS might catch up later as startups and enterprises start going multicloud, but the current GOOG offering is just too attractive.

_rockthemike

Yeah maybe. Or maybe Google or IBM win the quantum race

Z28Daytona

But I do think that one day soon it will be able to do that. When it comes back asking for documentation of income and expenses then it’s prime time. “Create an order entry system using Salesforce customized for company XYZ”. Then when it starts asking questions and documents for analysis then I will be impressed. 15 years ago IBM came in to the company I worked at and demonstrated Watson. It didn’t work with the simplest of tasks. I’m guessing it’s progressed.

PatientHelicopter123

Recent Layoff Announcements: US Government: 307,000 employees UPS: 78,000 employees Amazon: 30,000 employees Intel: 25,000 employees Nissan: 20,000 employees Nestle: 16,000 employees Microsoft: 15,000 employees Bosch: 13,000 employees Dell: 12,000 employees Verizon: 13,000 employees Accenture: 11,000 employees Ford: 11,000 employees Novo Nordisk: 9,000 employees Microsoft: 7,000 employees 15 PwC: 5,600 employees Salesforce: 4,000 employees IBM: 2,700 employees American Airlines: 2,700 employees Paramount: 2,000 employees Target: 1,800 employees General Motors: 1,500 employees Applied Materials: 1,444 employees Kroger: 1,000 employees Meta: 1,000 employees AI is officially replacing jobs at mass scale in the US. Where will all of these people go? where is the best place to see aggregated numbers like this? US Bureau of Labor Statistics keeps a complete historical record here: [https://fred.stlouisfed.org/series/JTSLDL](https://fred.stlouisfed.org/series/JTSLDL)

yatruthordare

IBM

PoePlayerbf

There are so many cloud providers, alibaba cloud, oracle, microsoft, amazon, google, IBM cloud, tencent cloud. They’re like a commodity, nothing special between them. You raise your price I’m gone. I’ll switch to the next cloud provider.

rogue163

$IBM

East-Description-243

Last time I made the same bet on a big IBM drop with no news it gained me 20k overnight, chasing the same luck but didn’t work this time.

East-Description-243

One earnings bet per day while I’m on vacation. So far I’m 2/2. Today’s bet is 2000 shares of SNAP I bought this morning for $5.90, iv is too much or I woulda bought calls. I know shares, ewww😂.  Mon- PLTR 2/6 128c, +$1234.33 58% gain  Tues- SMCI 5/15 28c, +$537.98 33% gain Wed- SNAP 2000 shares, Side note I lost $1500 on a drunken IBM call purchase I made yesterday. 

East-Description-243

I’m good bro. Port gained 800% playing mostly options last few years. Gotta know when to hold them and know when to fold them. Only reason I made this play was previous luck in the same situation with IBM… hesitation and it wouldn’t have worked. Last time it gained me 20k in 23 hours.

EnginrA

We know that but he was asking what IBM stands for

jglhk

What does IBM even stand for anyway 

CoughRock

this kind of "racial thinking" is what caused the bamboo salary ceiling in the late 80s. and that drive tsmc ceo away from his IBM job and went back to taiwan and found TSMC. So many great companies that could of be founded in the usa by immigrant end up getting shun away. USA get to brain drain the rest of the world for free, yet they are still complaining about it. Kind of spoiled tbh

joepierson123

There was always tech stocks, in the 1960s there were Xerox, IBM Polaroid, Kodak, AT&T, Xerox stock gained 500,000% during his lifetime it was the Google of the time, Buffett missed all those too, but he missed all the tech clunkers too.  His secret sauce was always not losing money.

turbo_dude

feels like when IBM said "hey we are launching OS/2 and it will dominate personal computing!!"

yikaiy

The cloud revolution favored startup Salesforce over incumbent Siebel. The iPhone revolution favored Uber and Airbnb over legacy taxis and hotels. The internet revolution favored Amazon over incumbent retailers. Netflix beat Blockbuster. Apple beat IBM. Ford beat the horse and buggy.

HokieMarkle

They used to say “you’ll never get fired for buying IBM” but now I think it’s “you’ll never get fired for buying Salesforce”…

517UATION

And Microsoft, IBM, Micron to name a few.

Responsible-Pitch996

In the 1980's IBM wasn't going anywhere, then someone bought a PC to work.

Responsible-Pitch996

When I started in I.T, PC's were a bit of a joke, as was Microsoft. IBM was the only brand you touched when it came to the enterprise. Then it all changed overnight. Not saying this will happen re google, but with google coming out with a new Android Desktop (and chromebooks already making a mark in education), the industry often moves to whatever the young people are gelling with. Not everything is coding related either when it come to AI, there's probably a bigger future in robotics. Gemini will prob be the consumer/personal assistant AI.

Brilliant_Voice1126

We'll be downvoted to hell for saying true but unpopular stuff. This sector is not done falling. It will not be done falling for a while. The rules have changed and these just aren't the cool kids like they were between 1999-2020. This is like the run up to the dot com boom and obsessing about IBM being great again as it got outplayed in a new game. It stayed flat for 20 fucking years, and has just started kicking again. They're gonna waste a lot of time looking at flat curves, at best.

Distended_Scrotum

Possibly more IBM calls.

Eastern-Joke-7537

“I am beginning to think that IBM and Texas Instruments haven’t paid a light bill since 1972.” 😂

FarrisAT

IBM guidance was for 3-5% constant currency growth. Trades at 35x FWD PE.

tachyonvelocity

Somehow MSFT got cheaper than IBM, just ridiculous lol

drakilian

IBM is down like 10% today

Low_Plastic363

The boring ones. IBM. Pepsi. Walmart.

sandygws

WRECKED: **ORCL > META > AVGO > NFLX > HOOD > MSFT > PYPL > RDDT > NVO > IBM > NVDA** Next = ?

IDrinkSulfuricAcid

IBM down 10% off no news. You can't make this shit up.

gizamo

I heard the same about Sears, Bear Stearns, BlackBerry, etc. I'm not anti-MSFT, in fact I like them quite a bit. I'd just caution away from saying that anything is 100% safe. For example, imagine someone develops a computer replacement with, say, a helmet that connects directly to your brain or AR goggles that obsolete their Windows OS and Office products. That would cut 35% of their revenue. It's also possible that Google, Amazon, Apple, or one of the Chinese replicas could make some massive investments or innovative products that replace MSFT's server products. That could kill 40% of their business. I don't think any of those things will happen. I'm just throwing out wild ideas that could conceivably make MSFT the next, IBM or GE....a former giant that's now a shell of their former selves.

AlGAdams

IBM LEAPS on a day its down 9%?  You absolute mad lad next you'll be buying SPY.

funkdizzletron

Jesus chroist IBM getting thrown out with the software bathwater. I’m so cooked

Raccoonpug

Wtf!!! Sofi, EXPE, SPOT, IBM, SHOP and literally every other software!!!

sandygws

ORCL, META, NFLX, HOOD, MSFT, PYPL, RDDT, NVO... now IBM Next = ?

sandygws

WTF happened to IBM? Down 8.5%

roundupinthesky

wtf happened to IBM today? Anyone know? I don't see anything on the wire.

drakilian

Your portfolio is FIG, IBM, PYPL?

mixtape312

IBM, huge flush to the bottom of the range! -8%

Thisispaartaaa

Did IBM break the internet or something?