IBM

CompetitiveDrawing89

No I bought IBM because it is an old company what has its customers and focus on slow and steady growth with hefty dividends 5.5%. I am a dividend investor.

mankee81

I'm really annoyed i can't find Microsoft and IBM is there like 4 times

DeweyCheatemHoweLLP

Four IBM's?

bullrfuk

How is it that IBM is up 60% year over year LMAO

Hot-Hurry3199

No, IBM and Oracle both have departments that are working doing computing for different sectors. It is not just theoretical.

Able_Worker_904

IBM wasn’t weighted at 30% of the index though. https://www.visualcapitalist.com/sp/visualized-the-rising-concentration-of-the-sp-500-tema01/

IronyElSupremo

IBM was top stock from 1967 to the late 1980s, except for a few years of AT&T (that era’s Big Tech and Big Commo)They are still big companies. Then Toyota and other Japanese companies took top global spots (industrial, finance) until the mid ‘90s approached. There were oil giants (American, Euro, .. Chinese) when the energy sector was tops through most of the ‘00s, all of who are still around or got consolidated like Texaco.

LeBhikariLe

5Y IBM return > 5Y GOOGL return

TheStarKiller

I bought in 2021 because that was my graphics card brand. Same with IBM. I just thought I use all these companies in my computers why wouldn’t I start with stocks I believe in. My profit isn’t as high as yours but I’m still insanely happy with where it’s gotten my portfolio.

Urc0mp

IBM had massive advantages and hired the best and brightest. Ain’t betting against the google overlord but ain’t claiming they will win neither.

CompetitiveDrawing89

I bought IBM in 2022 because I like quantum, wish me luck

Try_finger-but_hole

IBM

HBAR_10_DOLLARS

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TheINTL

So instead of backing up you claims by research which I now see you deleted (happy to remind you that you said Google's time is over since 90% of their profit is via search and that they are the next IBM) You do a simple search via ChatGPT to back up your claim - amazing critical thinking skills there champ. Then instead of using the 70% provided to you, you instead make up numbers of your own to fit 90%. Since you mentioned all the top talents left, you must mean that Jeff Dean, Sanjay Ghemawat, Urs Hölzle aren't top talents. Yep you are definitely well informed buddy! Please show us your portfolio returns sometimes so we can marvel at your excellence!

Truci219

Uhh, maybe go look at IBM chart lol

CouncilmanRickPrime

>It is the next IBM Remind me to never get investing advice from reddit.

TheINTL

Wrong on so many levels. All their top talent is not gone, search doesn't not make up 90% of Google's profit. IBM just hit their ATH a few days ago. Keep in mind IBM went public in 1915. Google went public in 2004. Do you even bother to fact check your own statements? How do you even invest?

GamblerTechiePilot

Google is a big sell. All their top talent is gone. Search makes 90% of the profit. It is the next IBM. This story plays out every 20 years. Google’s time is up.

UnexpectedFisting

\> I don't think it's that far out, IBM developed a quantum computer a while ago but and everyone said AI would be so far out too but it's hear and rapidly developing. So I'll start by saying we don't have AI. We have LLM's (Large Language Models) that have gotten to be pretty good at things like coding, storytelling, and some light research. Adding thinking modalities into the training sets for these models enhances their results/accuracy, but drops off massively after a certain thinking threshold. Also things like image and video generation, all very cool and cutting edge, but not AI. Quantum computing is in an even more nascent state. Now this is not my specialty, so don't crucify me if I mess this analogy up. Quantum computing right now is like trying to code the Matrix on a MacBook submerged in liquid nitrogen, while bugs randomly rewrite your source code from parallel dimensions and your MacBook occasionally decides to phase out of our dimension. Building a quantum computer to be stable for long periods of time and mitigating the effects of quantum tunneling while simultaneously running at near absolute zero using superconductive cooling is probably one of the hardest engineering problems on the planet right now aside from GenAI and Fusion.

NATEDAWG9111

I don't think it's that far out, IBM developed a quantum computer a while ago but and everyone said AI would be so far out too but it's hear and rapidly developing. Quantum computing compliments AI like a nice red wine with a steak. Companies like D-wave and IONQ and Rigetti are working to bring quantum computing in the consumer market instead of just in the "tech lab" it would definitely benefit someone who adds 50-100$ a month or 1000$ a year for the next 4-5 yrs, like someone who bought Nvidia 3-5 yrs ago.

EvolvingDior

!banbet IBM 296 16d

Mediocre-District368

Yes, but their return in the last ten years has only around 86%. Nvda has a 10 year return of over 33,000%. I see them as a current growth investment, whereas IBM and GE Are part of the Blue Chip group. They are good stable investments with low risks. But, imo you won’t make the gains that can be made investing in a growth company like NVDA, although you do have a much bigger risk🥴

banbetit

Hello. You made a confident prediction on price action for *IBM*. To banbet it, please use (without quotations and parentheses): “!banbet (ticker symbol) (price action) (deadline)”. It’s just that easy! If you are unwilling to banbet it, just reply with one of the following: “I’m actually not confident at all” “I spam predictions for fake internet points and zero accountability” or “I need mommy’s permission first.” Either works. We won’t judge (we will).

wolf_of_rapestreet

IBM 300 by end of week

spellbadgrammargood

IBM's Watson kicks ass on Jeopardy, 14 years ago. AI, today, essential copy and paste answers like Watson. Investors: AI is soooo cool now!

EvolvingDior

Nothing beats IBM right now.

thisisillphil

Have you seen IBM lately? They're doing great lmao

Mediocre-District368

Nvda is the IBM of the past. When Jensen is no longer there, they will no longer be a growth leader.

contrarian1970

There will be winners and losers in AI just as there have been in every industry. Google and Meta are not necessarily going to be among the winners. They could be the next Xerox and IBM. The biggest winners in AI will be names you have never heard of today. They will resist being bought up by Google or Meta or even paid six figure salaries to work for them. For the next decade it really will be like the dot com boom and bust. It might even be like the tulip bulb frenzy if every board of directors just throws money at the person they think is going to come up with a new niche their competitor hasn't thought of.

Ok_Example_4819

I'm not sure why you mentioned IBM they have been performing very well and are up 150% over the past 5 years.

Spy300

IBM 50x Net Income -34% y/y last quarter "Al darling" my ass

joepierson123

Speaking of the dot com boom I'm old enough to remember when Sears and IBM, the Amazon and Google of the day, started their online shopping news presence in the 1980s with prodigy. They eventually lost the business when the newcomers like Amazon came on the scene I wonder if the same thing is going to happen with all the big tech companies today. 

FluorescentCheddar

People are using NVDA, MSFT and IBM in the same sentence? My dad is going to cum

Mobile-Fly484

I was bullish on GOOG in 2004. Now it’s the new IBM. Stagnant for years.

Try_finger-but_hole

IBM. Now they found the right size for the company and are transitioning to AI and Quantum. Also the low beta is attractive in this environment.

Best_Fish_2941

In tech, most people don’t like IBM

Best_Fish_2941

Are you IBM employee ? Why do you like IBM

Best_Fish_2941

Thank you. Keep buying IBM and hold it. And good luck for that.

Best_Fish_2941

I still wouldn’t bet on IBM. They’re dinosaur. No sane smart people will go to work there. Looking at their logo even disgust me.

Acceptable-Return

Except IBM keeps exceeding expectations for 4 years. One of my best performers 

Best_Fish_2941

Sell IBM, Intel and never look back. And tech stock market is not down, nowhere near. All undervalued rising tech companies went high and it is high. The one that was beat down is not undervalued tech companies. They’re dinosaurs losing the steam. IBM and intel are ones of them

WeakCalligrapher336

SMCI, AVGO, PLTR, IBM, AIQ, AMZN. Amazon is getting ready to expand same-day delivery outside city centers to smaller cities.

Fuzzy_Bell_4992

One only needs to look at their capex compared to the likes of Amazon ,meta, Microsoft, even IBM making moves to future proof. Apple will be left behind unless they buy a major player- and even then it will struggle because they need in house talent to stay remotely competitive in the new landscape which many people are underestimating

Typical_Regular_7973

IBM?

EvolvingDior

What are your covered call plays during earnings season. I'm playing RTX and IBM right now.

IveGotAThought

So what did you decide to do? I think there's a lot of good advice here - that is, invest in the big names: IBM, Google, and Honeywell. That said, QTUM ETF gives you broad access to the industry which mitigates risk. There are 3 main "pure plays" - small companies that are only quantum stocks unlike the big boys who have their fingers in a lot of pies. IONQ, QBTS, and RGTI. I own all 3 but they are definitely riskier stocks that I'll keep close tabs on. Good luck!

Spankynpetey

Times are different. Take a shell company, add a business, do some crowdfunding, private investment banking and you have an IPO. None of that existed when Nvidia hit the scene. You couldn’t use an IBM computer in the 1970’s without either a huge investment or paying relatively large consulting fees. Your point is moot.

Delicious_Nature_280

NVDA was a computer chip company from the beginning. what are you talking about? Their product was commercially viable 4 years before they went public. they actually had customers and improved computations. QBTS computer is offline and the only way anyone can use it is by paying hundreds of thousands in consulting fees. You can't use it like the IBM computer. QBTS is trading at 400x sales with no revenue growth. 2022: 7.2m, 2023: 8.9m, 2024: 8.4m

Spankynpetey

OP said a lot of upside potential. So depends what he means. I bought my first thousand shares of Nvidia at ~0.33/share. I think it was 2009. Just a blip on the gamer radar at that time. Wish I could go back and buy a few thousand more at that price. Next time I bought it was ~10 years later and then again in 2024. So comparably, I figure buying the three quantum stocks might do for my son what Nvidia, Apple, Merck and Lilly did for me. Never should’ve sold my IBM but I did when Intel and Microsoft took the headlines. Tbh, I don’t like the idea of picking 1 stock. I’d spread it around for the long haul.

rriggsco

I just wanted IBM to dip a wee bit today.

noplanman_srslynone

wish you good fortune out there. Trying to buck them odds; getting in deep with some IBM calls UNH probably as well. Puts are doing well over all but want some runners on the calls. Think we are heading into a downtrend though; got within 0.16 High / Low of 30% in less than 90 days on SPY. Not healthy, time for some more bad news I figure.

Olmsteadchic

Just a quick FYI, Wulf is not the only domestic chip maker. What about Intel, micron, IBM and Nvidia to name a few

rriggsco

IBM up 1% today.

dreadpiratewombat

In what universe is IBM big in enterprise AI? Microsoft or AWS maybe.  Salesforce might even be able to make a case.  IBM? Not even a distant third player.  They’re the only player in cloud declining while the big clouds are growing double digits every year.  They have few compelling offerings in the enterprise space and are losing ground rapidly in what they do have.  Their consulting business is doing well but that’s about it.  

GlitteringAsk7191

I mean Google and IBM having projects quantum computer as well (IBM was actually the very first player) and I feel more comfortable to bet my money on them. For others I'm only investing RGTI and LAES with very small portion of my portfolio.

opedinto

AMSC, ROK, IBM, XOM and PLTR. I’ve owned all of these for at least a year. Oh I forgot own FB from the beginning too.

Direct_Exchange1534

Not necessarily because there hasn't been any rate cuts announced. Allot of the price declines are likely far more related to Trump tarrifing most of the world while threatening invasion of Iran, Mexico, Greenland, and Canada. As a currency trader, myself, Trump has created a tonne of volitility and it's been great. As an Investor, I generally only buy dividend stocks across several industries. I can count on companies like Mcdonalds, IBM, and Chevron being worth more in 25 years paying a higher dividend. 

itsthebear

For QRNGs and PQC I'm in Quantum eMotion. Entering commercialization and they have equity and contracts with a company doing digital health apps with BD, they are licensing their software and hardware for PQC crypto wallets that will be available by next year. Tested successfully against an IBM quantum computer, the only cybersecurity company who can say so. Super low overhead, former Mayor of Irvine on staff and ex IBM lifers on the board and working at the company, Canada research chair in quantum noise and one of the most cited quantum scientists ever leading the development side. Seems well positioned to outperform and is valued at QRNG competitors right now despite more verticals. Their tech is unique using electron tunneling and orders of magnitude faster than photonic QRNG. Entropy is key, and their tech solves pseudorandomness by leveraging quantum mechanics. That's worth a lot of money, buyout target when they hit a billy.

callsonreddit

For the retards, the ticker is $IBM

rriggsco

IBM. The Quantum Computing king.

lsthrowaway12345678

The DOW is also arbitrary and depends heavily on the performance of a small handful of companies. It was an “ok” metric in the 1880s when it was created because there wasn’t anything better, but now there are so many better metrics that we can use to gauge the stock market, that the DOW isn’t really worth mentioning. I remember a while back there was a post doing the math and saying that if the DOW would have held onto IBM a little while longer, it would be over 200,000 today. That one stock in the 70’s would have made the metric nearly five times larger than it is today, showing why the DOW isn’t a good indicator of the overall market’s performance.

Superb_Weekend_5485

Even if it is next - why would someone not buy a Quantum ETF. There are so many companies in this space both public and private - who the hell knows who will come out on top? More likely IBM. Especially with this valuation. I don't understand how people can't see this bubble. The company had $7million in sales last quarter (zero growth).

neolobe

I was on the Internet with a Mac, Amiga, and IBM computers and a 1200 baud Hayes modem in 1985. The Internet and the World Wide Web are not the same thing. It's the Internet that was and still is the really big deal. The Web was part of that rise, but it's been dying off for years. Apps run on the Internet, but not the Web. This Internet "bubble" that people refer to was quite real. And it didn't ever go away. We're in it.

IronyElSupremo

> falling dollar During ‘70s stagflation Big Oil and natural resource stocks (including ag-biz) had their heydey .. and they are around today though some were consolidated. Tech-wise, IBM was the top dog of the S&P 500 from 1967-1990 including late 1970s inflation period, though AT&T took the lead briefly in the early 1980s. So you could see tech being called on to fight inflation and bring communications services along for the ride. Even early 1920s, German stocks in the Weimar Republic did very well, even 90% of the time gaining in USD until near the end. Obviously some stocks will get hit, and currency was recognized as one factor in the old non-US taking the lead in repeating several year cycles: 1950-1960, late ‘80s, late ‘80s to very early ‘90s and ‘99 into most of the ‘00s. The pullback to non-U.S. stocks (mostly Europe) started in mid-2024 with U.S. overvaluation concerns and, along with USD concerns, has just continued due to cybersecurity, wanting some for the “home teams”, etc. (also Buffett started buying Japanese value in 2019 and has simply increased that). So there’s an entire rtm (reversion to the mean) to consider where some say the U.S. fiscal stimuli of 2009 and then 2020 further boosted the U.S. market .. along with tech . IMHO the U.S. has the lead in “Big Tech”, though it’s an interest rate sensitive sector. That’ll probably trickle down to other sectors globally though slower than most anticipate. Stockwise, the U.S. seems more growth-oriented, while non-U.S. developed seem more value-oriented. Emerging Mkts will follow Chinese growth policies that can be ended by govt decree, but India will likely grow too.

bedlog

IBM, also watch the segment 60 Minutes had on quantum computing [https://www.cbsnews.com/news/quantum-computing-google-ibm-advances-60-minutes-transcript/](https://www.cbsnews.com/news/quantum-computing-google-ibm-advances-60-minutes-transcript/)

Muted-Woodpecker-469

Percentage gains only please I’m up 115? On C and IBM too. 

B1azingSadd1e

IBM

groceriesN1trip

IBM would be the only other one

DrXaos

No, computers were put into industrialization very rapidly. Quantum computing has been investigated for at least 25 years. In 25 years humanity progressed from ENIAC to major IBM mainframes as a product and one of the largest companies on Earth. The cryogenic requirements are intrinsic to the physics. I think all stocks in this are probably shorts

Fun-Personality-8008

Google, IBM, and Honeywell will be the field leaders either organically or by acquisition. Buying Google now also gets you exposure to SpaceX.

Serious_Vast_4937

IBM. They already have working quantum computers on a commercial scale.

CanYouPleaseChill

Fun fact: IBM has outperformed GOOGL, MSFT, AAPL, and AMZN over the past five years.

SnooSketches5403

IBM

Shdwrptr

At this point none of the “pure” ones. IONQ and similar have price posts that are laughable and I wouldn’t put a dollar in there. If I was going to bet on Quantum I would put it into NVDA, IBM, or MSFT to ride the wave without the ridiculous risk.

DerpSkeeZy

Honeywell and IBM.

No_Cow_8702

Cause why not? I could also say that IBM has outperformed Apple over the same period and arguably stronger growth prospects with their Red hat/Quantum divisions then Apple and their lack of innovation and now having to adjust their supply chain for China and India.

WillingnessFlaky6218

The manipulation is clear obviously. A big reason for it is the uncertainty of which AI company is going to be coming out on top in terms of global competition which will end in there being one or maybe two of them left within a few years. There’s always going to be so much volatility, and yes there are AI algorithms and programs running causing it and the fact that people can’t get away from the FOMO. Ex: PLTR, META, NVDA, IBM, GOOGL etc..

Purple_Bearkat

IBM quantum: superpositions India employees

EvolvingDior

My quantum play, IBM, has been on the move.

stiff_tipper

> IBM hasn't been at the top of any field since MS was born... nonsense they're the backbone of the weather app i use and frankly i think it's the best one out there, so they got that going for them

dubbawubalublubwub

IBM? been watching the peak waiting for thr right time to bet against them. even *if* IBM has some actual headstart in quantum whatever the fuck, i guarenfuckintee you they will fuck it up (and my money is on their quantum whatver just being them blowing smoke, IBM hasn't been at the top of any field since MS was born

EvolvingDior

IBM is the OG quantum computing company. Sold their first QC system outside the US last month. Way ahead of anyone else right now.

EvolvingDior

Selling 7/25 covered calls against my IBM shares looks too juicy to pass up.

EvolvingDior

I don't know why anyone in their right mind would think PLTR is worth more than IBM.

Andrew4Life

I've got an IBM PC to sell. Same speed and will cost only $1 Billion.

rriggsco

IBM is my quantum haven

Return_Of_OGPine

Yeah listen to the other guy. I own PLTR and IBM for individual equity and I'm up 772% and 120% respectively. I have QQQ in my portfolio, don't want to deal with individual dramas on these tech mega caps.

ewlred

IBM's generative AI business is already producing $6 billion in annual revenue. Considering demand for AI solutions is expected to grow by more than 30% over the next decade, this could soon become one of IBM's biggest profit drivers.

CONHEO13

IBM up all time highs.

Ok_Cry7572

IBM reportedly paying employees to leave and take jobs at Meta to improve the prestige of their AI program First of all, why would meta let anyone from IBM inside their building including janitor😂

contrarian1970

Zuckerberg will keep hiring people from other AI projects and doubling their salaries. The average investor will slowly figure out he has no real long term vision for what he wants to accomplish. By the 2030's I think Meta could go the way of IBM and Xerox of the 1990's. It will still exist but in much diminished stature.

im_a_squishy_ai

Do you think no one else could have made an Amazon, dude have you seen Alibaba? It's the same thing. It's not like Bezos had some super novel idea that was unique technology. His brilliant idea was "sell shit online and ship it to people". That existed back decades earlier in a similar form called the Sears-Robuck catalogue. The reason Amazon became successful wasn't because Bezos had some novel idea, he was just the first to move the Sears-Robuck catalogue to the internet. Sears could have done it first, but they didn't think the Internet was going to be a big deal. Even AWS wasn't some brilliant technology, it's just a mainframe IBM connected to the internet lol. Like it's lit rally just taking a massive computing cluster akin to how the old IBM mainframes were used by many different people, and then connecting that to the internet. Tons of other companies have their own internal computer clusters that individuals can use to perform computational needs or networking needs that can't be done from a desktop. It's not really a novel idea, it's just a modern implementation of an existing idea. Anyone and any company who started these things first would be in the same position as Amazon. Bezos didn't invent the internet lol, he just modernized existing ideas. Any company that did that would be in the same place. It's simple first mover and most aggressive mover advantage.

CONHEO13

What is it with the bots being hard for Google. It has done nothing for a whole year. IBM is all time highs.

DorkAtYork

Commenting after 4 years lol IBM is MOONING

FarrisAT

Overvalued just like Costco Same issue is coming to all the meme stocks and high valuation slow growers (IBM, CSCO, GEV).

FarrisAT

IBM forecasts 4% constant currency revenue growth in Q2 2025… trades at 30 FWD PE. More than Meta!

im_a_squishy_ai

> There can be billionaires but no one should be poor This should just be the slogan of all progressives. Socialism is actually the policy that powered America's economy from the mid 1930's to 1980, and it was so powerful that we are still coasting on the momentum that period provided today, although we're about out of coast. IBM labs, Bell Labs, the national laboratories, NACA/NASA, NIH, University research. This is where the transitory, internet, integrated circuit, space technology, personal computers, some of our most advanced modern medicine capabilities, radiation therapy, cancer treatments, understanding of the brain and intelligence, genetic engineering for crops, all came from strong institutions funded by high tax rates on corporations and wealthy, and the outcome of that was industry research, University research, national labs, making fundamental discoveries that are powering our modern world. And the gains of those efforts were shared around so that we had an era of prosperity amongst the middle and working classes we haven't seen before or since. People still got fucking rich, but it wasn't at the expense of the masses.

ThrowawayAl2018

Didn't DeepSeek taught us anything about CharGPT? Anyone old enough remember Yahoo! and prior to that AOL and IBM around the same time? Tech changes fast with innovation and so does valuation of companies.

JLeeSaxon

Oh shoot, I forgot IBM was a legit player in quantum. I'm editing my joke to say "3dfx" :D

JLeeSaxon

NVDA. I think IBM is gonna win the AI race.