IBM

TheBooneyBunes

That’s what normies are doing…you know IBM has been working on a fully capable AI doctor for years right?

Kemilio

IBM and UNH. Oversold dividend giants for the win.

jovi_1986

IBM = Intracate bean measurements Confirms if your beans are small or not .. good service

Thisispaartaaa

I like IBM....on top of all the shit they do, their quantum arm seems to be top notch

EvolvingDior

Meanwhile, IBM is having another +1% day.

Kemilio

IBM

bornagy

He was very deep in IBM in the 2010s and sold his position in 2017. 5 years later IBM prices started to soar. Not sure what is the lesson in this…

db_deuce

Because solid tech stocks hardly enter into value territory. Besides Apple, Berkshire owned and then sold IBM at the worst time. I will never buy a company (or consider the manager as anything other than above average, much less legendary) that hoards 300B in cash and put it into treasury bills, that is treating shareholder like regards.

EvolvingDior

I don't know how many noticed, but IBM is up over 3% today.

dimdada

Sometimes you just need to take a leap of faith. I always liked the business model. I believed back then the internet would explode. Plus, I learned to buy and hold from my parents who got in on IBM in the early 70s and held into the 90s with the divvy always reinvested. I saw just how much that compounding did for them. Even though AMZN doesn’t pay a dividend, I thought at one time they would. But the growth was so explosive it made up for that shortcoming.

siddsp

>All knowledge is backwards looking then projected forward. Unless you have a magic 8 Ball that's all we got. That's fine, but it doesn't prove that your insight is meaningful or accurate. >Large companies simple cannot grow forever at a rate a small company can grow. The market for any product is only so big. The planet is finite. This doesn't really refute the idea that the companies that are large today can't remain large in the future. It also doesn't refute the possibility of acquisition. Large cap stocks don't need to have the highest growth rate in order to remain the largest. They only need to have the highest market cap, which doesn't really rely on having a high growth rate, but rather just having reliable cash generation, high margins, and a reasonably high total addressable market. >Large companies also have difficulty transitioning to new technology due to focus on legacy business. Not if they are at the forefront of innovation itself. >Intel missed the boat on smartphones and AI. IBM missed the boat on personal computers. GE failed simply because of financial mismanagement. Microsoft was able to hang on by adapting to cloud computing. But that's the exception to the rule of history, which you seem to think is totally irrelevant for some reason. Never really argued that Microsoft being the exception is irrelevant. I simply pointed out that your argument of what will happen on the future based on what has happened in the past is weak given that the future isn't the past.

joepierson123

All knowledge is backwards looking then projected forward. Unless you have a magic 8 Ball that's all we got. Large companies simple cannot grow forever at a rate a small company can grow. The market for any product is only so big. Large companies also have difficulty transitioning to new technology due to focus on legacy business. Intel missed the boat on smartphones and AI. IBM missed the boat on personal computers. GE failed simply because of financial mismanagement. Microsoft was able to hang on by adapting to cloud computing. But that's the exception to the rule of history, which you seem to think is totally irrelevant for some reason. The MAG7 20 years from now are unknown but I guarantee that they will be in the S&P 500.

East-Description-243

Man… my limit order on IBM leaps didn’t happen this morning😭

geooooorge

Any IBM news???

ThrowawayAl2018

Well historically Yahoo! and AOL was once at the top. So was IBM and Blackberry. Hence current AI companies (pure hype for now) might overtake some of these Mag7. Or something better comes along to topple everything.

joepierson123

Yeah there's hard data to show that investing in the current highest market capitalization stocks underperforms the General market in the future 10 years https://www.forbes.com/sites/kristinmckenna/2021/06/07/is-bigger-better-stocks-tend-to-underperform-after-joining-top-10/ Remember in the 1990s highest market capitalization stocks were Intel, General Electric, Cisco systems, Exxon, Microsoft, IBM, Walmart, Philip Morris. Most likely the MAG 7 will not be the MAG7 7 in the future. 

Mother-Chipmunk2778

The random Nov IBM calls I got for no reason are up 61 percent

EnthusiasmClassic182

IBM 🫡❤️

Broad-Count-729

IBM

Diffidente

At those valuations I' m not touching anything myself and sticking to ETFs. Especially NVIDIA, given that their ASICs for AI are not so unique in respect to other vendors ASICs, AMD and Broadcom mostly but also Intel, Apple, IBM, Samsung and Amazon have their hands on custom chips. Currently memory-bandwidth and memory capacity are the major limitations Certainly not touching Intel, the PC enthusiasts community follows it closely and they are in the process of massive layoffs in R&D and closing of fabs, current processor sales are miserable, and none in the pipeline. Google is a sleepy giant, sitting on data, data-center capabilities, quantum computing research, Autonomous Driving research, AI research like no other and Monopolies in Ads, Android and Chrome. Certainly one of the most R&D heavy but it's a decade that it's unable to turn it into products. Currently I' m watching ARM, ASML, Broadcom, AMD, Micron, Google and IBM. of the big ones at least. Btw don't take suggestions from strangers on the internet. Good luck man.

slashinvestor

Tech has been on a rip for decades... SSUUURREEE.... Let me give you some historical context. In the last dot com bubble there was Netscape, Sun, SGI, HP, and IBM. Tell me how many exist today? Tell me how many have great stock returns? The biggest mistake you are making is that you assume tech going up implies it is all tech. Right now the companies are Google, Facebook, and Microsoft. The darlings of the last bubble are for all intensive purposes gone. I have not even talked about Nortel. Cisco has just barely managed to hit the highs of the dot com bubble. Cisco was the darling of the dot com era. Bitcoin and crypto IMO is not investable. Just like Gold is not investable. They are not growing assets. They are shiny toys. Sure people like shiny toys, but that is not an investment thesis. Search why Buffett things of Gold.

moutonbleu

100%, hindsight is 20/20. Where is IBM now these days?

Dull_Cranberry_5139

Im looking at Tradingview on a Saturday. I need to kick it. IBM leaps will be fine.... wheres my weed at..

zxc123zxc123

I always thought of it as the MAG4 It's always been and always will be in my mind: Alphabet, Microsoft, Amazon, and Apple. They have been the constants and every time they've been tested they rebounded stronger. Meta being an honorary 5th, but I feel it lacks the wide range of products, services, industries, and the like to be classified in the same class as the other 4. Meta relies heavily on it's monopoly in socials. The others seem to come and go be it Netflix, Tesla, Broadcom, the Chinese BATs, Nvidia, TSMC, Oracle, IBM, Cisco, Intel, etcetc. Honestly, I'd prefer it if people put a bit more respect into BRK because it isn't always in the top 10 but it's super consistent.

TonyzTone

You're basically just proving my point that this principle works. McDonald's was one of the elite performers over those years. It's currently down year over year. [Here's a post about this phenomenon, granted for just the first 6 months of 2023. ](https://www.reddit.com/r/dataisbeautiful/comments/140zh2k/oc_seven_companies_account_for_all_of_the_gains/)Those 7 companies accounted for 28% of the S&P's weight but accounted for 97% of it's growht. [Here's a more recent analysis about the market concentration showing that 5 stocks](https://seekingalpha.com/article/4680525-5-stocks-account-for-nearly-60-percent-of-the-s-and-p-500-gains-in-2024) account for nearly 60% of the returns in the S&P500.. [Here's another post about a similar phenomenon, but focused on the comparison with T-bills and looks at returns from 1926-2016. ](https://www.reddit.com/r/investing/comments/rk4udc/only_4_of_us_stocks_from_19262016_outperformed/)Of those 4% firms (1,097 total) just 5-- Exxon Mobile, Apple, Microsoft, GE, IBM-- account for 10% of all wealth growth over just simply holding 1-mo. T-Bills. Just over 0.33% account for over half. Market concentration is a very real thing, and there are questions bubbling up about whether ETF's are actually diversified investments and whether they are effectively capturing returns.

This-Manufacturer388

Did you call Airbus a tech company and bring up game studios? Lol List of tech companies with over 100 billion market cap. US: Nvidia, Microsoft, Apple, Google, Amazon, Meta, Crowdstrike, Broadcom, Tesla, Oracle, Netflix, Palantir, Cisco, AMD, Salesforce, IBM, Uber, ServiceNow, Intuit, Artista, Booking, Qualcomm, Texas Instruments, Adobe, AppLovin, Micron, Palo Alto, Lam, AMAT, Analog Devices, ADP, KLA, Synopsys, Intel , Doordash, Cadance (Over 27 trillion in mkt cap) EU: Spotify and SAP.... (450 billion mkt cap)

Straight-Scratch1167

Question for you option nerds: is it a bad strategy to buy call option which are 20-30 over the current value for big companies which are down, and are expiring in 200-300d range? Let's take IBM for example, trading at 246 ATM, down from 291. Historically, it doesn't stay down for a long time. So why wouldn't you buy a 270 call expiring June 2025?

CookieChoice5457

Most don't, some do.  The past 10 years I did a hybrid of: pick stocks and buy broad market ETFs, roughly 50/50 over that time period. Started out mostly picking stocks. Then kept shifting more and more into ETFs. Today I am holding 75% ETFs, 25% stocks while investing only in ETFs.  I was mostly buying super depressed oversold blue chips that then typically outperformed the market (like IBM) within a few months, then sold. And I bought tech: Bought Google Amazon Tesla and Nvidia early, also made some good money with Xpeng, Xiaomi, buying them very early and selling at 5x. I sold off and rebalanced a lot of these stocks and put that money into ETFs then. I got really lucky. My history of picking stocks and selling within 6-24 months is very profitable. Never with large sums though. Overall I came out ahead about 150k through the single stock picks over this roughly 10 year period. Now that I locked in most of it in ETFs, I kind of "cheated the system" and have a small head start.  If you are young, you can take the added volatility and can take a loss. I wouldn't advise anyone to do it if they have a larger net worth or are older than 40.

Hodr

I agree it's an unrealistic goal, but if you had even read the full post here (let alone the actual linked story) you would see their projected growth is everywhere but retail vehicle sales. Your argument is like saying IBM will never be a trillion dollar company because nobody buys IBM branded home computers anymore.

SidonyD

i'm pretty sure you can find some pieces from IBM in these "revolutionnery" stuff..

Illustrious_Hotel527

Something truly revolutionary w/ mass market appeal like the iPhone, direct to order personal computer, internet search engine, electric car, etc. IBM has done none of those in 40+ years.

SidonyD

I've just read the IBM quantum chipset broke a 6bits key ...

rain168

IBM : I can Be Me

yhaz1y

IBM is simply not sexy enough to attract public attention. Especially to those WSBERs, It's like an old bIGot. XD

Salt-Protection-629

It’s really just a classic case of a good company but a bad stock. Quantum computing is still far from commercial use, as many estimates put it at least 10–15 years out. Meanwhile, investors want fast monetization stories like AI, which makes IBM’s long-term work less exciting in today’s market narrative. You can also say that IBM is a good but a boring company for investors.

DickFineman73

It's worth keeping in mind that a large amount of their customer base replaced a significant number of humans with UiPath's products. These companies have three options: 1) Continue paying UiPath the annual license fees (which contributed to UiPath's ARR), but reduce development and maintenance expenses for keeping UiPath running over time as they become familiar with the product and its nuances. 2) Switch to another product, which saves them money on UiPath licensing and technical debt, but costs significantly more in new investments to move to the new product, learn the tech stack, ensure a seamless migration, etc. 3) Dump UiPath and go back to humans. UiPath's ARR is showing a slowdown in growth quarter over quarter; it's growing, but not like it used to. It's probably going to be a long time before it starts to shrink, but that's because UiPath and similar tech is becoming legacy infrastructure in many companies. It's like asking IBM's mainframe division to be making huge profit gains every quarter - that ain't happening. But they CAN maintain their revenue and maybe make some profitability improvements bit by bit over time while they reduce staff or fix bugs. The price is reflective of UiPath's likelihood of making major returns on investment - that likelihood is continuing to fade.

poutoi

IBM

Dull_Cranberry_5139

Might wanna check IBM before we hit 300 this year.

Dull_Cranberry_5139

Feels god damn good to be up a weeks pay on my IBM calls with over a month of premium left after averaging down for 2-3 weeks.

Dull_Cranberry_5139

!banbet IBM 280 7w

Dull_Cranberry_5139

!Banbet IBM 280 7W

Dull_Cranberry_5139

*Shhh, before the kids wake up...* !Banbet $IBM 280 7weeks

Brave_Increase_1440

True but that is what they said about the internet companies and Amazon book store way back when. And crypto more recently. I don’t mind risking a little with a potential to lose that little bit, break even or gain a lot. Perspective, I bought many of these listed stocks at under a dollar with some for pennies and still hold them. I buy broad across the sector and quantum focus stocks. Google and IBM has their gains quantum diluted by everything else they do. Safe but lower return or potential percent growth.

Brave_Increase_1440

I 2nd the QNCCF and add ARQQ. The hidden part of Quantum computing needs is the new security needed to protect against it. Think of pre-quantum computer safe encryption versus post-quantum computer safe encryption in banking, medical, governments, utilities and communications including all those cell phones. The quantum computer changes a lot in the world. As for is it applicable. I feel we are in the Gates “Why would we need more than 4Gb of memory blocks.” Or IBM’s giant room size computers and comment about no usefulness of home computers. I remember 20 years ago my physics professor saying, we won’t see quantum applications outside of research in our lifetime… it will be 100 to 150 years from now. Now look at the technologies out there. The next generation or two will only want “quantum inside” on the labels.

Party-apocalypse1999

Most reigns come to an end in predictable cycles. Google has done well with the cycles so far, though. Better than like IBM in 2000ish or something; choose your SP500 top stock from a given year. I'm also in Google waiting for them to come out on top of the quantum race, but I am also well diversified. Not financial advice..

TheBoldManLaughsOnce

There's some element to knowing your market makers too though. In thinner stocks there are few MMs. So if you show your hand as a buyer in the middle they'll likely pull back their offers. So what I have done (and I'll admit that this is not for amateurs) is approach a different/contiguous strike on the opposite side of the market (if you want to buy, approach the different strike as a seller)... so approach THAT market as worse than mid market. To see if they pull back on their markets. Now, it is illegal to make a two-way market in a single strike unless you're a market-maker. So the strike you actually want to buy you now approach THAT market with a slightly better-than-mid-bid. And quickly cancel the offer! LOOK AT THE BIRDY!!! I have had to do these things/games (put/call parity) in thinner stocks. But if you stick to GOOG, NVDA, IBM whatever... it shouldn't matter. There's literally 100s of MMs competing for your biz.

Brian_Corey__

Good point. "Nobody ever got fired for buying IBM" still holds true

Akisu30

Also,IBM is integrating DataStax (Cassandra-based NoSQL/AI database) into its watsonx AI platform.Which is going to be great

StandardRequest

Why IBM?

dansdansy

IBM has been doing pretty well under the radar. Management has been doing well focusing their business and making good acquisitions. They've come a long way to come back since losing out to big tech in the 00's-10's

VoidMageZero

Eh you’ve got companies like AMD, ARM, PLTR, ORCL, even IBM which are kinda high right now.

skat_in_the_hat

Which part? The bleed to death? or the moving to India? They've been doing layoffs every 6 months. They've been calling it "resource allocations." Which means fire Americans to hire Indians. Lets see how that works out when IBM decides to change its HQ to Bangalore. Watch the mass exodus of US federal customers. They're practically handing it to canonical. They are WAY behind on the AI they claim they are replacing employees with. Watson is literal trash in comparison to Bedrock. They scream quantum from the roof tops, but if thats anything like how they scream AI, then nothing substantial will come from it.

I_am_Nerman

TSM is already building. Apple is building. Novartis is building. Hyundai is building. Roche, John Deere, Gilead, Sanofi, Blackstone, Google, Amazon, Astra Zeneca, Bristol Myers, IBM, Micron, Nvidia and the list goes on for companies that are investing huge sums. This isn't even the countries. Your politics will keep you poor.

HonkHeaven

Just bought a ton of Polaroid & IBM

Grim_Reaper17

Tesla are the IBM PC of their day. Everyone will remember them but the competition became better and cheaper. Eventually they'll stop selling them.

deadlychambers

IBM owns Red Hat, and HashiCorp, and is the leading contributor podman, so I don’t know that I can agree with you on that one

ChairmanMeow1986

Largely agree, but I think the real question, more than trying to pick a winner(s) or even if it will end up as a dead-end technology, is really chip requirements and consumption. Whether or not Quantum computing will be viable, especially at scale, depends heavily on cost vs performance in the future. However, I think there are current front runners right now. Not my favorite for price, but IONQ seems pretty firmly established in the space. Trading at less than 7$ a year ago, a billion dollar acquisition, Patents surpassing 1k, with revenue growth focused on Hardware sales, consulting and support. At some price I don't see how they're not established in the Sector. They well integrated with Nividia's VUDA-Q platform, directly participated in NVDA's 'Quantum Day' panel, and NVDA is building a quantum computing research center in Boston that they are probably involved in (revenue support). The acquisition was Oxford Ionics (UK) scaling for a machine that can possibly do 2 million pairs and 80 thousand qubits by 2030. At least a semi realistic horizon in my view. RGTI is in a weaker position right now, but in my view a better long-term buy at it's price. If they can manage 100 Qubits by EOY, with high fidelity, using chiplets they could easily explode. Huge downside, most of their revenue has been R&D and research. My quantum preference/play (not finical advice and I am invested like this currently) is weirdly AMD, IBM and RGTI. AMD and IBM are established Firms with healthy revenue steams (so also a Semi/Chip/Tech sectors investment), they teamed up to combine tech with quantum. RGTI is trying to scale chiplets also, clear connection I hope they partner of get a mou.

llmws

Yea but none of the quantum computing companies currently will be worth jack shit when it matters. Maybe one or two, but like how many early computer companies are still relevant or even around ? IBM? Sun? Commodore?

Charlie_Q_Brown

IBM and Google are heavily involved, that is a good start. Throw in QTUM for a broad coverage of Quantum in an ETF. QTUM is doing Ok for a technology in it's infancy.

skat_in_the_hat

IBM is lucky to be alive. They'll move their entire company to India in the next 10 years, and slowly bleed to death. I agree with the other two.

sphericalbesseleq

The only companies that actually have a viable future with QC are those like Google, Microsoft, IBM, etc. It will be very difficult for companies like IonQ or Rigetti catch up with them since most people forget there is a hardware component to QC (which is a main challenge). I don’t know what’s needed for software since I wasn’t involved on that aspect but the hardware will be its bottleneck. Also it’s worth noting no one really knows if QC will “work”. I think it will, but I think the same for nuclear fusion. Now aside from the tech, when general AI interest starts going down, QC will be one of the next ones that will go into its “hype” phase and I suspect it will happen when QC isn’t mature and basically repeat the dot com bubble. It would be better to invest in companies that QC hardware will depend on like companies that develop superconductor materials or optical circuits.

No-Heat8467

There are several quantum computing companies generating revenue from their operations, some will report 100M in revenue this year, despite being so early in its development. And IBM says they have accumulated 1B in quantum based revenue. Of course given that it's early, these numbers don't represent profit, but these numbers are proving commercial viability

StormAeons

Use cases evolve from capability all the time in tech. Just because you can’t think of one doesn’t mean someone won’t in the future. That’s like being in the 70s and saying that nobody could have a use for these huge IBM warehouse computers.

Costy-Jacques

Not really a tech junkie cause I stick to steady dividend plays. But if you want some quantum computing exposure, IBM’s a solid pick (also for dividends as said here the dividend increased to something like $1.68 per share [https://www.dunefolio.com/stocks/ibm](https://www.dunefolio.com/stocks/ibm?utm_source=chatgpt.com)). Been holding it for years, pays reliable dividends and invests highly in quantum computing as said here: [https://newsroom.ibm.com/2025-04-28-ibm-unveils-150-billion-investment-in-america-to-accelerate-technology-opportunity](https://newsroom.ibm.com/2025-04-28-ibm-unveils-150-billion-investment-in-america-to-accelerate-technology-opportunity) I know it doesn't really answer the question 'will it be the next big thing?' but at least you've got some exposure while holding a valuable asset in your portfolio.

MentalAdversity

I think the “quantum will be the next Nvidia” take is a stretch. Nvidia blew up because GPUs had immediate commercial use cases (gaming, then AI, then data centers). The money followed quickly. Quantum is still mostly lab science. The hardware is fragile, the error rates are high, and you need cryogenic cooling. There’s no mass market pull yet and no killer app outside of niche simulations. Even if it matures, it probably gets split between big players like IBM, Google, Amazon, and Microsoft rather than one company running away with it. If you’re hunting for the next Nvidia, you’re more likely to find it in AI infrastructure, biotech, or energy. Those already have commercial traction while quantum is still years away from being investable at scale.

IHadTacosYesterday

> Don't underestimate IBM's incompetence I work for a government agency that processes a ton of documents. Our management decided to completely revamp the system that we've been using for the last couple of decades, and IBM is the company doing it. We recently started using this new system for one of our forms, and to say it's a disaster is putting it mildly. I used to own IBM stock and I would have sold all my shares the next day after my first crack at using this new system. Literally everybody that I work with is asking management to go back to our previous system

IHadTacosYesterday

Michio Kaku, the Japanese guy that goes on a ton of podcasts to talk about science stuff is really into Quantum Computing right now. It's all he talks about on the various podcasts. He said that IBM and Google are basically neck and neck and that Honeywell or whoever Honeywell's spinoff is, is in 3rd. Prior to Google's Willow Chip announcement, I think he was saying that IBM was in the lead with Google closely following. The exponential reduction in error rates for the Willow chip move Google into a photo finish with IBM at the moment.

nazbot

How does IBM make money these days. What services are they providing?

1M-to-Zero

* Lot of peope had asked me about plays: SPY. IBM, TSLA, SLV, BABA, SHOP, PDD. I had one screenshot on the way up.

Stonks-8063

IBM?

Junglebook3

It *is* possible that they're turning the corner, but 2012 to 2021 IBM was down 75% against the SP500. They're up 20% since then... we'll see. You could have bought MSFT or AAPL in 2012 (both mainstream, sane picks, I didn't mention NVIDIA, Uber, Meta etc) and would have been better off by orders of magnitude, even inclusive of the recent trend shift.

Junglebook3

They also had Watson in the 2010's and completely fumbled when it comes to AI. They also lost cloud. Don't underestimate IBM's incompetence, they haven't delivered a winning product in decades.

Mobile_Tism_420

IBM is far and ahead of all the quantum competition, and they have massive capital and a proven deployment track record across any number of tech fields. I'm not sure I believe in quantum computing as a viable business in the near future, but IBM will absolutely win when that happens.

MLB-LeakyLeak

GOOGL, MSFT, IBM are the leaders in quantum computing and are well diversified in other areas.

Apprehensive_Wish142

IBM has a very public roadmap for a quantum computer by 2029, see Project Starling.

MLB-LeakyLeak

While there are some smaller companies that are only in QC, its important to note that IBM, GOOGL, MSFT are the leaders in this space

Try_finger-but_hole

IBM, qubit,dwave, and to some extent Arqq

HBAR_10_DOLLARS

Regarding crypto - look into $HBAR, the leader for mass enterprise adoption, governed by global enterprises like Google, IBM, Dell, and many others. It's the safest hold in crypto by far. https://hedera.com/

Smok3dSalmon

I was at IBM and someone had 38 years and was doing nothing except trying to get laid off. The policy was 1 month per year. They changed the policy to cap it at 3 and that person was GONE. My advice is the next time you think there are layoffs, ask for one. 

cool_yuwen

IBM provides the quantum brain, AMD provides the powerful classical nervous system to make it work. It's a logical team-up to build a full stack to compete with what Nvidia and others are doing in HPC/AI.

Ctofaname

I never edited the comment. It shows when a comment is edited. I am neutral on IBM but an in a position to know where they stand in the hardware space.

gamblingPharmaStocks

Actually among the PhDs in quantum computing that I know, IBM is quite respected. Agreed about it not being considered cool for any other software field.

Turbulent-Push-4657

IBM doesn't know how to make money. They create technology that others grab. It was IBM PC, yet they gave all away.

xAragon_

He never said IBM is a good investment choice though...? Did you even read his comment to the end?

Fancy-Bluebird-1071

You sorta just repeated what he said. IBM is a leader in quantum and thats a fact, not a conviction. Whether they fail to capitalize on this is another story.

xcorv42

IBM is not the future it's the dinausaure

______deleted__

“I hope I get the offer from IBM” said no talented CS/SWE/CE/AI graduate ever since the 2010s.

grouseOfChards

> IBM is far and above the leader in quantum computing Not an expert but Goog seems in a good place too

Leroy--Brown

IBM is GE from 2002 leading up to 2008. Good luck with your conviction, I don't wish you harm with your investment choices, but you've picked the wrong pony. IBM has managed to successfully purchase and become a leader in many, many promising businesses that they were excellent at squandering and destroying. Quantum compute is just one in a long line of promising new technologies that IBMs leadership will find a way to fail at monetizing.

Ctofaname

IBM is far and above the leader in quantum computing. They are just old and boring. If there is anything they do well its the mainframe which has crazy margins is a monopoly with no competition and has a stranglehold on the world... and quantum computing. The quantum computing race is literally theirs to lose at this point. IBM is great at failing to capitalize things they've been industry leaders in however.

weegbeeg

All of the headwinds were a boomer's idea of headwinds. Durrr I saw IBM and AOL get disrupted in my day, here comes AI for search!

strolls

Most people should be invested wholly in index funds, so the answer is maybe 2% or 3%. When I take a punt on an individual stock I think in terms of how much I'm prepared to lose. I have a mid 6-figure portfolio, but £10,000 would still be quite a lot to lose. Back in the day Intel and IBM were regarded as blue chip tech stocks - why can't the same happen to Microsoft? I doubt you're familiar with where the company's earnings are coming from, which business sectors are growing for them and what their margins are (by sector), so you should diversify.

VoidMageZero

CRM feels like a midtier software company like ADBE, they could become a dinosaur like IBM pretty soon...

d0rkprincess

IBM is riding behind them on their 1997 Toyota Corolla.

OG_L0c

IBM will save the nasdaq

Bitedamnn

Okay. I BUY IBM and Nvidia tomorrow.

RandomRocketScience

NVDA sure, but D-Wave is ass. Before you buy more go on their website, create an account and try to ACTUALLY use the damn thing. Only Cloud Provider that doesnt let you use their machines lol. If you want quantum (which is a bad play IMO) go with RGTI, IBM or IONQ, they've got actual machines you can rent, at least.

idlefordays

Grab some IBM 🚀🫣

Teabagger_Vance

Sorry I meant IBM

HiTechSoldierplus

!banbet IBM 260 2w