IBM
International Business Machines
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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
The Most Exciting Thing About Quantum Computing Right Now Is That It Keeps Getting Bigger
Our Bond $OBAI: CEO has sold companies to HPE ($650M) and IBM ($200M). Now he runs an $11M nano cap and won't sell a share. DD.
Thank you Lisa Su! Arvind and spez please take it from here.
The Most Interesting Technology Race In The Market Right Now Might Not Be AI
I Started Researching AI And Somehow Ended Up Bullish On Quantum Computing
Government is buying tech stocks directly now. What is going on?
Why I Think Quantum Computing Is Finally Moving From Hype to Infrastructure
quantum stocks suddenly feel a lot more important after the new $2B government move
Quantum watchlist for 2026-2027: who actually has the best setup?
The US government is now buying stock in private tech companies. Here is why.
The federal government just gave quantum stocks one of the strongest tailwinds I’ve seen
No Huang Answers : NVIDIA GTC Taipei 2026 Keynote Sent the Jensen Bump Across the AI Food Chain
I posted this last night. $IBM is up 30%ish today…!
The boring "boomer stock" IBM is flying pre-market 😲
Pre-Market Gainers and Losers for Today (June 1, 2026) 📈 📉
🚨 Some of the world’s most iconic companies faced serious financial struggles at one point in their history:
$IBM is the latest stock trump has referred.
Donald Trump Is Calling Stocks Again — Could $IBM Be Next?
$VIVO now at 153% SI… up another 9% today
Best of May (INTC, IBM, MU) and one painful loss.
Ignored potential for IBM selling quantum as a service to AI companies
US to invest $2 billion in quantum computing firms
Which stock from this watchlist has the highest 10x potential for the mid-to-long term?
Quantum computing catalyst drives capital into semiconductor infrastructure leaders
US awards IBM and other firms $2 billion to give America the edge in quantum computing
US awards IBM and other firms $2 billion to give America the edge in quantum computing
IBM and U.S. Department of Commerce Announce America’s First Purpose-Built Quantum Foundry, Supported by Proposed $1 Billion CHIPS Award
Lmao guys - my research was "hey Cisco is popping off. I bet IBM follows suit." That's it. I'm a genius.
ALPRG prologue Sa , quantum software stock at 25m
Trump’s Quantum Push Might Be Bigger Than Tech Stocks, The Hidden Trade Is In The Hardware
IBM and DoC announce Anderon, a $2B quantum foundry
Pre-Market Gainers and Losers for Today (May 21, 2026) 📈 📉
GlobalFoundries +15% and IBM +6% premarket after U.S. quantum computing awards. IBM gets $1B and GFS gets $375M
GlobalFoundries +15% and IBM +6% premarket after U.S. quantum computing awards. IBM gets $1B and GFS gets $375M
Stock market today: Dow, S&P 500, and Nasdaq slide as oil rises
IBM stock tanks as quarterly results fail to quell AI concerns
Amazon + Anthropic 5GW compute + $100B spend contract
Our Bond ($OBAI): Just Signed Pharma Giants, a Top 3 US Telecom, and a Trillion Dollar Corporation in 60 days. While Having a $20M Market Cap.
Japanese investments when EU bans US companies - fujitsu and others
Serious question - what happens if even half of this pipeline converts?
Recent DVLT timeline is kind of wild when you line it up
Datavault’s latest numbers make this story harder to dismiss (getting closer to a full operating stack)
The execution path here is starting to look clearer
At some point the numbers start speaking louder than the narrative
While everyone watches US markets, tokenization is quietly expanding globally… and that might matter more than people think
This is what it looks like when momentum gets backed by real numbers
When fundamentals start catching up to momentum, things can move fast
Is anyone else noticing how fast this went from concept to actual contracts?
750M in Contracts Sounds Big – The Details Matter More
Warren Buffett's 22 biggest investments since 1970, charted by duration and outcome [OC]
I tracked 15 investment themes against the S&P 500- here's who's winning, who's bleeding, and what it actually means for 2026
DVLT Building the Rails or Just Riding the Trend? Read on to find out.
Prepare for a Massive Drop in the list of the following companies tomorrow
BREAKING: 🇮🇷 Iran’s IRGC warns 18 major US tech firms will be treated as “legitimate targets” from April 1
IRGC threatens strikes on US tech giants across the Middle East
IRGC threatens strikes on US tech giants across the Middle East
IRGC threatens strikes on US tech giants across the Middle East
The WAR Report: High Stock Market Volatility During the Wars in Afghanistan and Iraq
The WAR Report: High Stock Market Volatility During the Wars in Afghanistan and Iraq
$750k on SM Energy (Undervalued US Oil Producer)
$CHAC A Quantum Computing Name Backed By Big Capital and Investors.
$CHAC A Quantum Computing Name Backed By Big Capital and Investors.
The WAR Report: High Volatility During the Wars in Afghanistan and Iraq
The WAR Report: High Volatility During the Wars in Afghanistan and Iraq
The WAR Report: High Volatility During the Wars in Afghanistan and Iraq
The WAR Report: High Volatility During the Wars in Afghanistan and Iraq
Everspin Technologies $MRAM Q4 earnings
Everspin Technologies (MRAM) Q4 2025 Earnings Summary & Earnings Call
$FIVN - An AI CX Company that's actually profitable
Mentions
IBM go up you crock of shit
Why tf did I buy all that IBM?
IBM is tanking now WHAT THE FUCK!!!!!!!!
IBM is flat while everything is pumping 😩
Everything is skyrocketing and I’m stuck with these IBM longs that are down 50%
PL - bought back RKLB - bought back MRVL - doubled position IBM/HPE - ready to buy more leaps NVDA - ready to add 1dte Bull thesis is back, moonshot is on track.
Damn IBM with no signs of life
Fuck it, I'm done looking at 10 different calls and incremental gains getting wiped out in one bad day. MRVL is in the right business, got shilled by Papa Leatherjacket and will get bought by all the S&P500 and NASDAQ bogleheads soon enough. Holding only this for the summer. Plus an extra IBM call that will expire next week at 0, unless El Taco shills it on his Temu Xitter.
Need big fat greenies on IBM and ServiceNOW to feel alive again
HPE IBM the two most undervalued stocks. Reminds me of csco when i went balls deep then sold it to move onto rklb/ionq. Was a good bet to 100x my account but csco fucking mooned.
IBM has cpu stuff/IP as well. I think we can agree, data Center CPU is dominated by x86 and ARM. Broadcom isn’t really there. Whilst accelerated compute, Nvidia gpu and Broadcom TPU. In networking, is Nvidia mellanox and Broadcom tomahawk. And IBM holds tonnes of filed IP, whether you can hit the jackpot in that stack of IP depends on the ability of your engineers, foresight and some luck.
How would buying IBM make them more competitive? Their main competitive challenge is their customers are looking to diversify away from their main revenue driver (custom silicon). Best way to address that is through R&D to improve its technology.
Is it possible that the US government takes a stake on IBM I think it might be possible since: a) the US government considers quantum strategic because security/military implications. Ibm is leader in the field along a few others b) ibm processes 99 percent of credit card and bank transactions. It is deeply strategic . To me it is similar to Intel, legacy but strategic. What do you think?
Isn't IBM a market leader in Quantum computing Mainframe And Linux with REHL
Right, it has already been seen with INTC, MP, DELL, and IBM to name a few
The AVGO M&A playbook heavily focuses on “franchises” where the acquired have a clear market leading position in an area. IBM’s consulting arm seems like a bad fit for that. I’ve always thought AVGO should be targeting ADSK. Market leader in CAD software and horrifically inefficient. The problem is CAD might not be a good fit with the rest of AVGO’s software business.
If the administration announces investing in either $CTM or $BBAI, I’m loading the boat with them; I’m not missing another $INTC $IBM opportunity. As they’re penny stocks they could go a lot farther too. Until that, I’m not touching $CTM with a 10’ pole. I’ve sold some $2 $BBAI puts if anyone wants to drop the price that far 🤙 Also check out $NU, one I think is expensive right now, but the company is solid. I sold some $5 puts on that in case it wants to go back to being a penny stock.
he really did love US computers: [https://en.wikipedia.org/wiki/IBM\_and\_the\_Holocaust](https://en.wikipedia.org/wiki/IBM_and_the_Holocaust)
Market falls and the bulls can't buy the dip as they are already loaded up, many with leverage. SpaceX IPO price gets slashed because Elon insisted on setting his own price. Falling market allows the less bullish narrative to take over - most consumers don't want to pay for AI. Enough corporates find that return on investment in AI is not quite as good as hoped, or at least hard to gauge. AI related infrastructure supply contracts, many with 90 day cancellation terms, start to get reined in. Fears grow over capex cycle, directionally towards the IBM CEO's version - that current capex plans are 2x that required. AI multiples get cut in half.
I can see the strategic fit, but IBM feels way outside Broadcom's usual playbook. The size, regulatory scrutiny, and complexity would make it a tough deal to pull off, even if the numbers work. i would be surprised if they went after IBM before targeting something smaller and easier to integrate.
Very interesting post that I appreciate is not written by AI. I genuinely think the acquisition would pass through the courts, I just don’t think IBM would be the ideal target. Like you mentioned, the premium would be enormous. Looking at the average they paid for past acquisition, you’re looking at a 30-40% premium, or around $350B. I don’t think IBM brings anywhere close to enough value to justify that, especially in the age of AI where AVGO is already designing the picks and shovels. Buying IBM would either dilute shareholders or massively raise debt, raising their WACC, and likely lowering ROIC considering IBM is not growing as quickly as Broadcom. The quantum part of IBM is the most interesting to me, and the only piece outside of software that I think Broadcom would want. The synergies between the 2 could probably unlock something and make Broadcom a massive player in the space. If they did acquire them for some reason, I would hope they spin off the consulting side of the business. That’s unnecessary baggage that could help lower the cost and debt load
I think he alluded to this in his interview today with Bloomberg. He mentioned that he does not want to get distracted by another M&A in this wild AI buildout era. Acquiring a company like IBM will suck up a lot of his focus.
NOW, ONDS, UMAC, IBM are the only trustworthy tickers for months to come
If I get it right Oracle, Salesforce, IBM, and Accenture are not part of NASDAQ 100, are all tech companies and part of the top 100 US companies. NASDAQ 100 is top 100 non financial companies traded at NASDAQ and there many non financial companies. So there is no reason to select NASDAQ 100 or QQQ for tech and NASDAQ selection is a bit random. If you really want tech, why not take a tech sector fund ?
Bro I need IBM to recover 25% by end of month at this point lol
1. That is just straight-up wrong. Vanguard, Instacart, Walmart, Samsung, McKinsey, IBM, and Microsoft all heavily deploy open-source AI. Major enterprises use open-source precisely because they can’t risk throwing proprietary data or regulated client info into a third-party, commercial black box. They run it inside their own secure, isolated cloud perimeters where they actually control the data. 2. No shit it takes compute. Nobody said it runs on magic. But you’re completely missing how enterprise unit economics work. With open source, you can utilize quantization and right-sizing to shrink a model's footprint so it runs on a fraction of the hardware. A fine-tuned 8B model handling a specific task like billing routing is exponentially cheaper than bleeding money on variable per-token fees to a proprietary API. Plus, dedicated leased hardware turns variable costs into a flat, predictable operational expense at scale. There is a massive difference between having an actual conversation and whatever this clueless, aggressive nonsense is. Your entire communication style is just talking out of your ass to cover for a total lack of actual insight.
Jesus Christ dude IBM is about to be 20% down the past few days.
Remember how IBM's Watson was able to use LLM to answer questions on Jeopardy 10+ years ago, the Ai hype now is just that but as a chatbot.
IBM is down 15% in three days my god I’m poor
they are murdering my boy IBM
I bought 20k oh Jan IBM calls on 6/1 and they are now only worth 11k lol
I'm super ehhhh on IBM. They've lied for the past 10 years about their quantum computing progress if you look back at what they've said versus what has actually been produced.
Also was extra beat down because it's partially priced as SaaS too. When SaaS recovers , IBM will go even higher. Avg. price $223 here, but I'd honestly consider buying some more if the dump continues.
Any time I buy IBM stock, it immediately starts tanking
IBM feels like a classic stock to buy low and ignore when high.
Went big on PLTR calls earlier this week. Nada. Bought one IBM call a week or so ago just so I wouldn't hate myself if it mooned. Hit 500% gains.
IBM and GOOGL are better
IBM and GOOGL are the two best
Im 100% sure im the cause of IBM's dip lately, cause i bought some
Opens thread, searches IBM, no results...feels bad
Do you really think quantum will be profitable soon or are you holding for 10+ years? Because as someone who's been following quantum for years (as in, I used IBM's quantum computer back in 2017), I cannot possibly see it launching the same way NVDA and MU did.
IBM leads the field but Google and IBM swap depending on time of the year and latest milestones. IBM will be first to market.
IBM will get you closer to actual commercial availability. These will be sold in 2029 by IBM.
Do you really think quantum will be profitable soon or are you holding for 10+ years? Because as someone who's been following quantum for years (as in, I used IBM's quantum computer back in 2017), I cannot possibly see it launching the same way NVDA and MU did.
This is the quantum company I've been waiting years to own, hoping they would go public. If you follow the sector you know they're the one for pure play. Honeywell and Cambridge, which yes actually came out of The University of Cambridge, have led in this space for a while. I've held IBM, IONQ while waiting for this IPO. With smaller positions in INFQ, QBTS, RGTI, and XNDU. But as of this IPO QNT is my new largest position for the sector. People are constantly whining about missing out on NVDA, and then MU, and asking what's next, well it's right here in front of you.
IBM and GOOGL are the only two worth investing in
Share price = market cap / shares outstanding. Nvidia has 5 trillion market cap, 24 billion shares outstanding. NOK has 90 billion market cap, 5 billion shares outstanding. To get to $50 share price NOK has to increase market cap by $200 billion. Bringing it to the same market cap as IBM, Intel, AMD. But these companies have share price of atleast $100 because they don't have so many outstanding shares. It has potential but I just mentioned how limited they are by the huge outstanding shares. Your choice.
Stock price is directly calculated based on Shares outstanding and NOK has huge amount. More than Sandisk, Micron and IBM combined.
Just buy IBM - GOOGL and now QNT
Share price = market cap / shares outstanding. Nvidia has 5 trillion market cap, 24 billion shares outstanding. NOK has 90 billion market cap, 5 billion shares outstanding. To get to $50 share price NOK has to increase market cap by $200 billion. Bringing it to the same standing as IBM, Intel, AMD. It has potential but I just mentioned how limited they are at the moment.
Stock price is directly calculated based on Shares outstanding and NOK has huge amount. More than Sandisk, Micron and IBM combined.
NOK 5.5 billion shares outstanding, more than IBM, Sandisk, Micron combined.
I do agree optics and photonics companies have the best potential but they all mooned already. AAOI, LITE, COHR... I think only MRVL and IBM has potential now for catch up, except it's not the same kind of market cap.
I should have sold my IBM calls on Wednesday. This is driving me insane. It’s going to be down more tomorrow too.
HNRG about to get the IBM treatment
Is IBM dead? What kind of pa is this
Waiting for entry on IBM and AVGO. If I’m wrong I’m wrong, but I think AVGO has a leg down left
IBM gonna be a monster
Little bit of NVDA and IBM. Still scared to buy calls just yet.
I’m so fucking sick of losing money on IBM
Jesus fucking Christ dude I’ve lost so much money on IBM the last two days. Is it ever going to go back up or am I fucked.
Seriously what the fuck is going on with IBM?????
Where’s the pop for IBM with the Google + IBM headline for today
Cmon IBM! Jesus Christ you fucking gay stock. Google is up 4% on the news and this piece of shit is red wtf.
Everything recovering except IBM, like cmon dude
tried to scalp some MU calls at open and cut my arm off for a 35% loss, gave back some of my IBM wins [TT.TT](http://TT.TT)
IBM seems like it should be higher
Loading up on IBM due to the Google partnership
Only IBM and TSLA can save my port now
IBM, baby, let me move you.
Reddit will give you a lot of nonsense on this topic, and they will rarely support their position with actual data. notice how nobody other than me provided any links or data to outside sources of information. additionally reddit skews very young and suffers from 'recency bias', in assuming the last 10-15 years with investing predicts the next 10-15 years. but that's rarely the case. investing strategies are typically successful for a period of time, then things change and the old regime gets stomped and a new things is more successful. there's a good reason many active managers take dividends into account when analyzing companies. >for younger investors, do dividend stocks really offer any meaningful advantages compared to focusing on growth? over the last 40+ years, dividend paying stocks within the S&P 500/VOO outperformed the non-dividend paying stocks by a wide margin: https://wealthcapitalist.com/wp-content/uploads/2018/07/divi_non_divi.jpg the best performing stocks that were in the S&P 500 from 1957 starting date to 2005 were all dividend payers. see the list on page 24: https://r.jordan.im/download/investing/siegel2006.pdf Yes. The PDF you linked is the 2006 CFA Institute article *“Long-Term Returns on the Original S&P 500 Companies”* by Jeremy J. Siegel and Jeremy D. Schwartz. The page labeled **24** in the journal contains **Table 4: Returns of the 20 Top Survivors, March 1957–December 2003**. ([Jordan][1]) The stocks in that first table/chart are: 1. Altria Group (Philip Morris Companies) 2. Abbott Laboratories 3. Bristol-Myers Squibb 4. Tootsie Roll Industries 5. Pfizer 6. The Coca-Cola Company 7. Merck & Co. 8. PepsiCo 9. Colgate-Palmolive 10. Crane Company 11. H. J. Heinz Company 12. Wm. Wrigley Jr. Company 13. Fortune Brands 14. Kroger 15. Schering-Plough 16. Procter & Gamble 17. The Hershey Company 18. Wyeth 19. General Mills 20. Royal Dutch Petroleum Notice there are no tech stocks on this list, despite the importance of IBM, AT&T, Burroughs, Wang, Xerox and other tech stocks. what's your definition of 'growth'? Growth stocks like SCHG? 'growth' means 'the company's profits or revenue are growing faster than peers', not 'the stock price grows faster than other stocks' ... sometimes yes, other times no there is ample data showing dividend paying stocks can offer superior long-term results. there are several reasons: - dividend-paying stocks tend to skew towards value stocks, and value tends to beat growth over the long-term. - dividends tend to indicate profits and free cashflow which are good things for investors. - dividends tend to come from more mature, stable and boring companies which means the stocks is more reasonably valued or priced and less subject to hype and trends, all of which are good for investors. - dividend stocks tend to be more stable in downturns or long bear markets, so they win more by losing less durign major crashes. the data is summarized here: https://www.tweedy.com/managed/wp-content/uploads/sites/15/2021/03/HighDividendYieldReturnAdvantageMNGD.pdf
NOW and PANW giving me hope that the bags won't be heavy for too long. ARM, MRVL and IBM also V'ing nicely. But I swear, if this shit tanks at opening...
Mango Durango invested in it heavy months ago. Same thing with Dell and that shot tf up. IBM next I think
What about IBM? Is it gonna drill next?
Nvda at almost 2 month ago valuation. Generational buy - same with IBM - HPE. Some insane potential here unless you’re already full ported into 2x leverage.
my portoflio is 100 shares IBM (@305) and 100 shares META (@611) using 70k leverage, what should i do
IBM imploding for no apparent reason while SNDK casually reaches 2000
I think Quantum Computing(IBM, Intel) gonna be online in 2035. However Quantum Sensing(INFQ) and Quantum Annealing(QBTS) seems to be getting online this year.
Google gonna spend 2 trillion on data centers then AI bubble will pop. The debt will make it IBM
IBM please don't dump all the way down to my entry i don't want to regret not selling at 340
And uhhhh IBM right...right?!?
With the sell off after hours, next IBM buying traunch 292-270 Zone.
IBM got the ass blaster today, same for ORCL
IBM - Instant Bankruptcy Machine NOW - Net-worth Obliteration Weapon
I just wish I had done a bigger position with Dell. Doubled my money in like 3 months. Next one is IBM. I went in on that one in at $287. Bought a good chunk at $315 and now it's down today of course.
Can anyone give it to me straight? Does IBM have any chance of going back to $325 by the end of June? It’s down almost 10% today and will probably go further tomorrow. I’ve never experienced calls I’ve purchased tanking this much. I’ve been doing this for years too lol.
I need to apply for SNAP benefits tomorrow. Thanks IBM!
Damn. Just checked IBM. They got fucked up today and some more in AH.