IBM
International Business Machines Corporation
stock NYSE

INOD was lackluster after earnings.
Earnings were above expectations and should have kicked the price up.
An announcement that the CEO will step down to Executive Chairman. He is 65 and been with the company since 1997. No surprise he wants to retire. His successor is not a Schlub off the street, but a 7 year colleague highly professional from IBM and to INOD in high level strategic positions Chief Revenue Officer and currently President, so a no brainer he would be picked.
Also investors spooked over some insider selling. The sales were planned and filed months ago, some for profit taking some for tax lots, these guys have to pay taxes like every one else.

The only real negative was a shelf filing giving the right to issue shares at a later date.

Still holding positions acquired last year and some this year.
Based on New CEO, his credentials are good moving up at INOD through executive positions and has strategic input on current AI strategies, so expecting his leadership to continue with revenue growth.
​Analyzed pattern of insider selling. No different than most companies, executives wanting to get paid and pay taxes.
INOD continues trend of increasing revenue, reiterated their guidance.
Thier customer base, the magnificent 7, increased revenues, INOD should continue to generate high profits.
Based on this data placing 100 strike calls January 2027, and 120 strike January 2028.
Plan when enough time decay of 70% occurs buy back re-evaluate and sell or place new Calls.

IBM

IBM crashed 25% at earnings
Think how much NBIS, CRWV. Crash after earnings, 20-30% crash possibly for burning cash

After the tech disaster predicting about internet will change our life. Microsoft took 16 years to recover. Intel if not from recent govt grant it will never recover. It rose very recently broke prior peak from 26 years ago. But guess what? It tanked -35% from June 26 peak. Veteran IBM is seen to get pushed around again. To put money into stock market you could get 5% dividend. So 40K is a realistic target. You will be investing in high yield fixed income not tech stocks which almost no company will pay a dividend.

Tweet Mirror:[FirstSquawk](https://twitter.com/FirstSquawk/status/2087148509741125924)
>NOVO NORDISK: AWIQLI ONCE WEEKLY INSULIN DRUG NOW AVAILABLE IN US
Tweet Mirror:[StockMKTNewz](https://twitter.com/StockMKTNewz/status/2087148842596651342)
>IBM [$IBM](https://www.tradingview.com/symbols/IBM) JUST SIGNED A $240M MULTI\-YEAR DEAL WITH TOGETHER AI TO DEPLOY THE FIRST LARGE\-SCALE INFERENCE CLUSTER OF ITS KIND ON IBM CLOUD
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>The cluster runs on NVIDIA [$NVDA](https://www.tradingview.com/symbols/NVDA) HGX B300 systems and Spectrum\-X Ethernet networking, expected to be available in Q1 2027\. It's the first
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>[\[Twitter Image 1\]](https://pbs.twimg.com/media/HPcKVSEWkAEP2BI.jpg:large)

That depends. Gates left msft because he could not get the stock price up. It took 16 years to recover from dot com disasters. Price recovered is only a recent thing. Prior it was like Intel. In fact its OS was choppy from several versions. Users even refuse to use it. No company is worth holding. Look at IBM and a few others. As for me not planning to sell but if I need money I will part it. My cost basis is $53 for msft.

You think wall street cares about earnings in Quantum? You're deeply mistaken.
Wall Street cares about technical milestones when it comes to quantum. $rgti is deep value when you look at what they own and their patents.
Their chiplet architecture and ICMs are where the value is. They may have cracked the code for scaling superconducting chips. And even if IBM or Google reach fault tolerance first, it only reinforces $rgti and their thesis regarding superconducting.
$rgti is also the only publicly traded superconducting Quantum Computing pure play.
Gate speeds and scaling will be the bottleneck of quantum and they might actually have the tools to solve those problems.
Look at the roadmap. Value them on their tech and manufacturing scalability. Wall street prices in future earnings today, not when the check comes in.

IBM as a quantum bet is safe and solid, 50 euros in ASTS is pointless, i would DCA some more in, 1-3% of your portfolio depending how much faith you have in it, though 1% is more of a FOMO cure, it isn't going to make a huge difference to your net worth even if it reaches the cap of AT&T

IBM was the original Ai. I remember the Watson commercials.

PC became an IBM standard in the late 80s. The AI bubble is *nothing* like the dot com boom. Just because you can make the metaphor doesn't mean it sticks lol

Luke is 100% correct. There is no quantum threat. It is all hype.
Here's a recent review of the state of affairs in quantum computing:
[https://eprint.iacr.org/2025/1237.pdf](https://eprint.iacr.org/2025/1237.pdf)

" ... In 1994, mathematician Peter Shor proposed his quantum factorisation algorithm1 , now known as Shor’s Algorithm \[1\]. In 2001, a group at IBM used it to factorise the number 15 \[2\]. Eleven years later this was extended to factorise the number 21 \[3\]. Another seven years later a factorisation of 35 was attempted but failed \[4\]. Since then no new records have been set ..."

I’m curious what other people’s current stock to cash ratio is.
Are you bearish or bullish in the near term?
I’m currently slightly bearish while still investing weekly into all world ETFs and picking stocks that are on discount.
I’m currently 70/30 stock/cash. I was 100% in stock a couple of months ago but it was too risky for me.
Recently sold off some of my winners. Sold Reddit, IBM, Microsoft, and 25% of my Intel shares. Also sold 30% of my ETF holdings.
I’m still holding Oracle, Intel, IBM (bought $233, sold at $300 and bought back again at $200), and META that are somewhat at risk with AI.
My thinking was it’s better to be safe than sorry. With AI being implemented at my job and cost cuts. I don’t have much job security.
Worse case scenario, I hold onto the cash and use it as a down payment for a house or expenses if I lose my job.

Anyone looking at IBM?

$PFE $NKE $DIS $FDX $BA $IBM $TJX $TGT look market cap and earnings each quarter.
$SPCX. Market cap $1.7Trillion
Look how little its revenue, per quarter attached ? Still burning cash.
$MU $STX $WDC hype cooling.
How many Situational Awareness like funds pump dump by Algo?

IBM at $199 was the dip

look at IBM... it is going up after a crash... look at MSFT ... it ripped in a few weeks. He is hoping for such a rip, but all that is happening is his port being rip.

$ASPI breakdown of their three si28 contracts and why Intel, IBM and Linde are plausible customers.

Why I Believe Linde, Intel, Argonne and/or IBM/Anderon Could Be Behind ASP Isotopes Silicon-28 Contracts

I see you are still using one of those old IBM computers that only use green