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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
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Values over 50% Short often indicate hidden bearish pressure from institutions.
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Institutional Holdings (Whales)
| Institution | Shares | Value | % Held | Date |
|---|---|---|---|---|
| Vanguard Group Inc | 95,776,307 | $29.6 billion | 0.1025% | Sep 30, 2025 |
| Blackrock Inc. | 76,907,528 | $23.7 billion | 0.0823% | Sep 30, 2025 |
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| JPMORGAN CHASE & CO | 33,503,954 | $10.3 billion | 0.0358% | Sep 30, 2025 |
| Geode Capital Management, LLC | 22,269,014 | $6.9 billion | 0.0238% | Sep 30, 2025 |
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| Morgan Stanley | 16,024,101 | $4.9 billion | 0.0171% | Sep 30, 2025 |
| Bank of America Corporation | 15,367,707 | $4.7 billion | 0.0164% | Sep 30, 2025 |
| Northern Trust Corporation | 10,270,991 | $3.2 billion | 0.0110% | Sep 30, 2025 |
| Legal & General Group PLC | 7,302,722 | $2.3 billion | 0.0078% | Sep 30, 2025 |

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