IBM
International Business Machines Corporation
stock NYSE

Yeah, I’m diversified and hold shares of IBM, which is tied into the AI side of the market.

I think Buffet never really invested in tech (aside from Apple, IBM and in recent years Google) much because he doesn't understand the sector very well and he's more of a value investor than a growth investor

Yeah, I’m diversified and hold shares of IBM, which is tied into the AI side of the market.

I think Buffet never really invested in tech (aside from Apple, IBM and in recent years Google) much because he doesn't understand the sector very well and he's more of a value investor than a growth investor

Not another short squeeze pump and dump so don’t ban me please. I want to check my hypothesis on valid real companies who are being hammered by BS lawsuits from some institutions who are shorting them. These lawsuit (distractions) slows innovation and focuses capital to be burnt of fighting the lawsuit vs executing on the company’s plan and delivering value to the stock holders. Since what the shorts are doing is not illegal, I’m hoping the market can penalize their attempts.
Dug into the numbers – short interest, catalysts, all that jazz. Here’s the quick DD.
Why I’m long…
Market TAM $65B by 2030 (likely more if you think AI on Quantum).
Shorts betting on hype fail – big mistake.
And pressuring with fabricated lawsuits.
Tech has evolved pasted theoretical you can already run quantum workloads in the cloud. Been available through IBM since 2016 (yeah I was surprised too). IBM, Google and Rigetti use superconductivity which requires near absolute zero temperatures and no noise vibration to work.
IONQ uses trapped ION Qubits and QUBT uses photonic Qubits approach making them probable acquisition targets for big tech.
I spread evenly across multiple names early last year, but here’s why I’m thinking of Yolo’ing these two:
1 $QUBT – Sleeper hit.
25% shorted, 3.4 days to cover, 1.2% borrow fee. Just bought Luminar for $110M – optics boost. Sales doubling ’26, targets screaming $32 from \\\~$9. Low float = rocket fuel. Could double easy on volume spike. More speculative but claims are their tech
works at room temp not sub zero if this is proven it’s a game changer.
2 $IONQ – Heavy hitter.
21% shorted, 3-4 days to cover. Wolfpack FUD dipped it, but $1.8B SkyWater deal and Feb earnings could crush. AWS/Azure ties mean real cash. Targets $75 from $43.
Shorts need to feel the suck.
Setup: Jan dumps (10-20% down), Feb rebounds on deals. X buzzing with long bets and– one earnings beat or news drop, acquisition and bears cover in panic.
Worse case: low point entry HODL for the long run.
What do y’all think 🚀 or 🪦?
(Not advice, DYOR – markets love eating noobs.)

Depends. The original 1929 crash was about 30%. If that happens, the sun rises and we continue on. The problem was that the original crash caused a meltdown of the system that had been circulating gold around the world. That caused the US currency to melt up (deflation) and a number of banks to fail.
The follow on lead to stocks being down about 85%. Full recovery if the index did not happen until the 1950s (though actual recovery might have been earlier, IBM hit itself kicked out of the DOW for a number of reasons, including selling early databasing systems to the Nazis to round up Jews).
If Great Depression round 2 happens the only thing that does not die is sovereign bonds and even some of those sovereigns might not be around at the end of it. In this situation gold is not a certain safe haven. During the depression the price of gold DROPPED when the US went off the gold standard, as the US was providing price supports.
Nothing does well. Paid off house and investment in TIPS might cause the least day to day disruption (though TIPs in the depression would have suffered major losses due to deflation).
That said there were some Germans who had their currency crash, there homes burned out, then the Soviets take anything that was left. At that point the question becomes who in the family died, not how the investments did.

I got burned so hard on my CCCX play this last week. I still think they’re the best value in the market. They had some rotten fucking luck, and me too by extension. A government shutdown each time they started to get momentum. Other quantum companies shitting the bed with dilution or whatever this last go around. The narrative of quantum going from revolutionary to “highly speculative and overbought penny stocks” in October as well.
I see quantum in two separate ways, there’s the revolutionary logical qubit super computers and then there are deployable applications.
IBM and google are a league above everyone else on the logical qubit side last I checked. INFQ is the front runner for deployable applications. It’s like comparing data centers to laptops imo. There’s always the breakthrough chance though for any of these companies.
If I was responsible and a believer in quantum, I’d go in CCCX/INFQ, IBM and a quantum ETF. I’m a degenerate though and see CCCX as having the largest upside in the next 6 months though
FYI, I believe INFQ shares are locked post merger. So only CCCX buyers will be taking losses if it falls below $10.

Already have IBM

Try IBM..

At current pricing, HPQ is a good deal imo.
Dividend is high and somewhat safe, given the low payout ratio. It's not the domineering company it once was, but still sells over 30 million printers annually.
Best case, HPQ will find a more profitable direction to go in (like IBM). Worst case, it'll get bought out by some player like Lenovo, Canon or Brother.

Big Tech companies are starting to look like IBM in the 1960s

“Permabuy.” That’s what was said about IBM and GE once.

Their platform looks like it was developed in the 90s and never updated. Only legacy companies will use them until they become like IBM. Newer companies will use platforms developed for the .modern workplace and don't have a high barrier to integrate and maintain. Our workforce has a SNOW team of about 10 and they are in 6 month backlog of requests for maintenance, fixes, and enhancements.

MSFT has been faced with so many 'disruptors' over the years. 40 years later it's still standing tall, while 99% of the next big things are deep in the tech graveyard, even if they have great products, they need lots of other things to go right.
MSFT will decline at some point like INTC and IBM before it, but it being due a flashy new toy from Anthropic is highly doubtful.