IBM - International Business Machines Corporation 0 WATCHERS

There's a variation on selling early that's cost me a lot. Buy at a nice low price, thesis is simply that stock or sector is out of favor for any one of a number of reasons that happen all the time. Stock shows some sign of life, fails at prior …

LOL because people like the CEO of IBM is an idiot.

Buffetts “area of competence” seems to be very limited Or am I wrong? Buffett seems to mostly buy banks, insurance, financial related, snack foods/beverage, and oil stocks. Really, you could say, “Your grandfather’s portfolio” 😁 sprinkle in a few tech stocks but not many 😁 Remember, Buffett was in IBM, …

IBM...weren't they relevant 30 years ago? I wonder how America Online feels about AI data centers.

Strategic Suggestion from a Shareholder – The Importance of Design & Visual Identity in Strengthening ESS’s Market Position I wont write down, why the iron-flow and the tech of ESS is superior. But the end product looks old. So I write them today an email with some design concepts: My …

LITE, GFS, AVGO, GOOGL, COHR, CRDO, MRVL, IBM, CIEN and MTSI would be my top 10

How is IBM still relevant, what do they do?

I would say all you listed although I think it will be a few days before some of the weird news gets clarified with MSFT. Regardless, the big boys will endure & add NVDA, CSCO & IBM to your list. Other don’t sells… TSM, ASML & AAPL.

IBM now trying to figure out how to put ai into their quantum typewriters

That’s cute and all but IBM is a dead dinosaur for a reason.

3M, IBM & B

Coming from IBM? They haven't exactly been the land of innovation for 4+ decades.

Oh yeah, highly relevant IBM

IBM CEO's have form regarding predictions. In the early 1940s, IBM's president, Thomas J Watson, reputedly said: "I think there is a world market for about five computers."

This comment section is full of people that have convinced themselves that they understand all this better than the person running IBM, a multinational technology company with a market cap of almost $300 billion.

Was it the previous head of IBM who said there will be a market for like 5 computers worldwide?

That is why IBM is behind all the other competitors in today's market.

"I think there is a world market for about five computers" - Thomas J. Watson, Chairman of IBM, 1943

IBM has good scientists but they forgot the world is run by finance.

Alternative headline: "IBM CEO says literally anything he can to maintain relevance"

Because IBM cannot afford to participate in the race without cash like the other players, that’s why they have to downplay AI

IBM ceo mad he missed the hype train He’s also not wrong but if he was on the other side of this, it would be all about geometric space data centers and shit

Wtf does IBM even do now. Seriouslyx I work with every OEM, hyperscaler, storage company, and consultant under the sun . Never once ever run into IBM

And that’s why he is the CEO of IBM

What is IBM?

“IBM CEO later bragged about how his quantum projects will be the real winner worth 80 gazillion dollars”

IBM CEO says there is 'no way' spending trillions on AI data centers will pay off at today's infrastructure costs Arvind Krishna, CEO of IBM, has argued that the recent surge in spending by Big Tech on AI-data centers is economically unrealistic. On the “Decoder” podcast he estimated that building …

MA, AXP, BRKB, RTX, UNH, CNC, ALL, BLK, BA, LMT, BP, CAT, BROS, DIS, IBM, MRK, LLY, NFLX, PLD, WELL,and WRB. List goes on, boring and consistent for the majority.

CSCO, IBM, CAT Boring as hell but they get busy.

IBM and Mastercard

Sadly, I keep a list with sold prices, current price, and how much more i would have if i didn't sell. Yes. I am a masochist. And none of these are "kinda regret", they are full "please God, let me go back in time so i can prevent this". ABBV …

$IBM is the best long play out there

He is 100% CORRECT! IBM & “Google Willow" refers to Google's new, 105-qubit quantum processor.

“AI Winners Basket” includes NVDA (not covered), GOOGL, MSFT, AMZN, META, AVGO (not covered), TSMC (not covered), ORCL, PLTR, AMD (not covered), MU (not covered), & IBM (we exclude major nonAI outperformers like AAPL, TSLA, & LLY). This basket added ~$15T in market cap (~$14T ex-TSMC) since the launch of …

DVLT paid IBM $5m to build databases for the company or 20,000 hours of data engineers and data scientists. Not the other way round. If you care to read the agreement thoroughly. Which means DVLT pays $5m for the advert which features IBM. That’s why the share price didn’t hit …

If it sparks some ideas, heres my portfolio Holdings 45 35% BRK.B 30% TFX (Custom tech foundations pie) +521% > 5Y 20% AVGO 12% NVDA 10% EQIX 9% GOOGL 9% AMZN 8% PLTR 6% ANET 6% CRWD 6% PANW 5% IBM 15% CEF (Costom Clean energy foundations pie) 350% > …

my portfolio Holdings 45 35% BRK.B 30% TFX (Custom tech foundations ETF) +521% > 5Y 20% AVGO 12% NVDA 10% EQIX 9% GOOGL 9% AMZN 8% PLTR 6% ANET 6% CRWD 6% PANW 5% IBM 15% CEF (Costom Clean energy foundations ETF) 350% > 5Y 21% PWR 18% NEE 13% …

IBM, DVLT Canada Commits $210M to Strengthen Semiconductor Manufacturing Canada has announced a major $210 million investment through the Strategic Innovation Fund to boost the country’s semiconductor industry especially in advanced chip packaging, AI-related components, and high-performance computing hardware. This funding is part of a larger $662 million national initiative …

BRK did it with IBM. Bought in 2011, held for 7 yrs and sold at a loss in about 2018. Then 5 yrs later it went parabolic. Even the Oracle makes mistakes. Although I think it was the CEO, Ginni Rometty that held IBM back and then the new CEO …

lRCX - Lam research AMAT - Applied Materials ASML IBM AMZN AMD MELI (I’d consider tech adjacent - similar to AMZN’s marketplace but for South America) SN - SharkNinja (consumer durables, but I’m looking at it to benefit from the robotics/AI advancements) HON - Honeywell

IBM?

No one ever believed in quantum's growth potential, they believed in quantum as a hedge against nVidia. But by now, it's clear this batch of companies, to the extent they're progressing toward anything, is still 10 years away, and the spoils, if there are any, will go to IBM or …

What are the repercussions of falling OpenAI valuation? There is a lot of speculation now that OpenAI is cooked since their spending is huge with not much revenue yet and most of the AI are caught up with their best models. OpenAI is not a public company but it is …

$IBM?

Real Quantum companies are IBM, Google those big tech etc Not these small unknown companies

IBM study shows that 99% of America’s 1.7 million typists will become obsolete with the advent of personal computers. ~1950 Otis company predicts that 99% of the elevator operators will become obsolete in the next decade. -1945 Don’t get me started with pin setters and switchboard operators. What is your …

RDDT, SOFI, ACHR, JPM, BAC, UNH, BRKB, NVDA, GOOG, MSFT, META, AAPL, RIVN, FBTC, OPEN, TQQQ, MA, AXP, IBM, EQIX, and WELL

Games are a complete failure, XBox is a laughingstock, and are dragging down the brand. Offices are going the way of the dodo so they’ll struggle to sell corporate licenses. Windows 11 transition was a joke. Microsoft is a dinosaur that’s likely to slowly descend into a Xerox or IBM …

Short Pure Play Quantum ($RGTI, $QBTS, $IONQ) Remember back in 2022 the wave of scam companies like Nikola that went out of business? We got another class of worthless companies valued at ($8-9B+) that generate virtually no revenue and are betting on tech that is at least 5 years into …

# Collaborators Albemarle AMD Amazon Web Services Anthropic Applied Materials Atomic Canyon AVEVA Cerebras Chemspeed Cisco Collins Aerospace ComEd Cornelis Networks Critical Materials Recycling Dell Technologies Emerald Cloud Lab EPRI Esri FutureHouse GE Aerospace Google HPE Hugging Face IBM ISO New England Kitware LILA Micron Microsoft MP Materials New York …

IBM

This post sounds like every bear who thought the PC was a useless toy or those who thought IBM would go out of business in a few years. If OP was half as smart as he think he is, he would be getting paid half a billion by one of …

NEE VST IBM QBTS ONDS PLTR

IBM are mostly a legacy tech company. Companies still own old mainframes and pay for support. I doubt anyone is buying new IBM.

I doubt any company with shit tier talent can stay leader in any field. You should have seen Watson product quality- former IBM employee

Worth it. I fucked up last month I saw IBM calls dip after earnings from $600 to $5 then they ripped right back up to $1200 smh I though about loading up too

I think IBM will be a leader in developing quantum computers

Could IBM be considered Value? I was thinking IBM may be good value, they don't seem overexposed to the AI bubble, they have long term revenue streams, and new ones opening up with their Quantum division which seems to be the most profitable of the available quantum systems

what about IBM?

ASTS GOOGL TSM NTDOY RDDT GLW STRL ANET IBM

I see his argument about AI companies overstating earnings because they are depreciating the infrastructure over too long a period... fine... that's something to beat Sam Altman and OpenAI over the head with... but how is this anything but stellar news for NVidia and other hardware vendors? Gee... my hardware …

IMO Amazon is slowly turning into the next IBM. They can still do some cool stuff using their profits but they are always chasing. Only exception is their lead in warehouse robotics that could increase their margins on retail business by a few points. May be self driving delivering vehicles …

IBM will disappear by being fragmented into many smaller companies. They are far from being the giant they once were.

We are still years behind to see quantum computing but that’s what actually will transform the electric needs to upkeep AI. Many will tell me I’m crazy but IBM is ahead on the topic and will transform the market just as they did in the 90s with eBusiness and again …

There were no index funds tracking the broad market until the early-mid 1970s, so in 1967 there was no way to broadly buy the market. Michael Lipper tried to start a retail Dow index for the public in 1967 or '68 but it never got off the ground. the S&P …

IBM: Quantum computing

Buffet is a boomer (95 years old). IBM was once *the* tech company, the primary manufacturer and owner of the large mainframe computers before the personal PC revolution starting in the 80's. But it just shows that Buffet's strategy which has always been to invest based on fundamentals, is an …

I'm excited by the possibility of quantum computing as well, so last November I bought a total of $50k in IBM. Unlike $OONEF, IBM has revenue, that grows. It also pays a dividend, like clockwork. It also owns an internationally recognized lab which has been doing cutting edge research for …

Yeah public companies who have invested a ton in AI will lose and so would the private companies. CEOs would try to pivot/change the narrative. Shareholders would be angry and demand reduction in AI spending. New companies would emerge, leaving behind these companies. So the main question is would Google …

IBM

With how nascent the quantum computing industry is, I really personally wouldn't put any consistent amount of money into anything aside from IBM/Google. While they may not end up being the industry leader in 10-15 years time should a breakthrough occur, they were early enough and are diversified enough to …

Which Quantum Company to DCA I know going to reddit for advice isnt going to bring back Warren Buffet level advice however, most people here do have something i dont have and thats experience. Im looking for a quantum company to DCA into over the next 3-5 years. I have …

VMware... Broadcom raped and pillaged it. Also, IBM will be pieced off as well.

I believe he has already bought IBM but do not disclose yet.

Yeah its weird because if he kept the IBM stake (did he?) he would be up very happily. 5 years up 173.67%

He would get 100%+ (dividend not included) if holding IBM, he has no patience just like regular investors

Buffett once said he wouldn’t want to buy Google or Apple stock but he would buy IBM. At his 2012 meeting, Warren Buffett said he wouldn't buy Google or Apple stock, but now he owns large stakes in both companies in his portfolio. • Whether the facts change (or even …

IBM

How much of it could you stand to lose? That'd be the starting off point. Whatever you can't stand to lose should be moved to fixed income. There is a ton of risk with individual stocks, and to be blunt it's far more likely you got lucky than have the …

Microsoft and IBM! They have a strong portfolio of devices! I think Apple is gonna be more a consumer staple so it’s so so! I’m not a huge fan of google but I can’t say it’s bad at all! I personally love Intel! Ppl love saying bubble this bubble that! …

And IBM

🥇ATCH - earnings call yesterday - profitable - run don’t walk + bank acquisition 🥈MBOT - The Tesla Of Robotic Surgery WITH FDA APPROVAL 🥉DVLT - not profitable, heavily backed with IBM & loaded with patents (my sleeper stock which can be volatile depending on earnings on Monday) Let me …

AI isn’t a bubble. IBM recently sacked 8,000 due to AI efficiencies and other reasons. AI will get bigger and bigger because all businesses care about is making money and AI increases margins

AMD, IBM (if quantum succeeds)