IBM
International Business Machines Corporation
stock NYSE

SPY500, just kidding, man. Probably quantum computing. The thing is, bigger companies like IBM, Google, and others will probably have their own solutions rather than one single company exploding, like IonQ or Rigetti Computing.

I guess we'll know after they report earnings next week to see if anything has changed, but if you need an iron stomach for IONQ, QBTS to me requires being able to swallow ghost peppers whole. Like put it this way: IONQ is showing actual signs of organic growth and consistent revenue and it still trades at a near 100 P/S. QBTS is at somewhere between 280-350 P/S. QBTS has also not shown consistent revenue yet whereas IONQ has had 3 substantially better quarters than expected now in a row. QBTS is also carrying a much heavier debt load. IONQ has the higher cash burn right now, but also have more cash behind them.
To me, I just don't like the pricing on QBTS right now. Looking at the charts of the 3 you commonly see tossed around (including RGTI here), they've got similar movements. So QBTS is benefiting from Jensen Huang's recent comments as well as IONQ having a surprisingly good quarter. Which suggests the market is trying to just lump the sector together. But I want to see more from QBTS at this price level personally. I do like their view of trying to focus on a more narrow and practical application of the tech. I just don't love it quite yet at this price level.
Lastly, remember \*small\* portions on any allotment on a speculative play. I watched a friend recently lose 3500 Euros on a speculative biotech play that others were posting about losing 5 figures on. For me, I prefer the approach of spreading a few hundred apiece between 5-10 speculative plays so the odds are if just one turns out to be the proverbial 10-bagger, I'm at least breaking even for the whole lot. And if you're looking to get into Quantum plays, do remember plays like Google and IBM give you Quantum exposure while not being high-risk.

IMO almost all the big tech companies are done being growth. its simple age. the concept they were founded for has been optimized and their growth is over. They will try to expand into new areas, but it will not go well and certainly not keep the company growing. A better smaller company will do it. There are not too many 70 year old companies that are still growth companies. they are dividend or value.
I think a few of the big tech will go under or be taken over due to AI. I dont think it will be MSFT, maybe google or oracle or META. I mean kodak GM, and IBM were growing and dominant and now they are not. my thoughts are based on simple age. Show me a growing 100 year old stock and I will reconsider. companies are like people.
I stopped buying MSFT awhile back. I dont buy any tech company separate stocks now. Not even buying a tech sector, like VGT. Once you calculate who much you really own, due to it being a top stock in a 500 etf, i dont want the added risk.
Selling? I am interested in dollar averaging out, but not sure when I should start that. when the war ends or some other thing that jumps the entire market?

You’re wrong on all accounts. AI has been moving co trainers for the last 15 years at least. IBM SAP and other logistic software companies have been using it so just because you don’t see it doesn’t mean it’s not there.
Drilling and all the other things you mentioned are high susceptible to automation. Of war can be fought with drones, you better believe that oil wells can be dug with drones. In fact they already use drones for exploration.
Houses can be 3D printed by AI it’s just a matter of time.
Tech and AI are in everything, it’s like the wheel or the combustion engine… it’s an Industrial Revolution and there’s no need to be afraid or hide from it

I believe Jimmy Kimmel’s dad was a big wig at IBM so I’m sure he has an agenda

quantum stock my long term holdings liek IONQ, RGTI and giants like GOOG , MSFT, AMZN, IBM

401K is a bit of a trap, where everything will be taxed as income, anything beyond the match you should start a Roth or even a taxable brokerage. Long term investments get preferential tax treatment and you won't HAVE to wait until 59.5. I stopped working for anyone else at 48 and considered starting a business with my savings/investments, but instead just decided to actively trade. This has been an extremely lucrative time to do so. My sister spent 30+ years in management for IBM, Nokia, Microsoft, while I, most certainly, did not and she nearly shit when we compared notes, she's 10 years older than me too. I'd been offering her a little guidance, straight up telling her what to consider buying. She had told me I had given her trajectory changing trades, but we had never compared notes

IBM

Wow,
Claude AI told me the smart money was not AMD, Google, or MU. Claude AI said IBM, Netflix, & Home Depot.
And I am being 100% serious and not joking. I actually ran AMD, Google, & MU option strategies past Claude AI when I was much younger and more naive in April.

IBM

IBM for quantum computing, they’ve been working on it for years. I believe!

Just pointing out that WQTM holds pure play quantum companies like IONQ, but also holds GOOGL and IBM as well. If you’re looking to take the bet on these smaller quantum companies, this ETF might be a safer way to get that exposure.

lawl at least IBM and CSCO are still alive
some of my relatives diamond handed Lucent and JDSU in .com crash and came out with -98%

What do people think about IBM???

And IBM is the only one in the field worth a damn.

Lots of good stocks on sale IBM, SAP, charter communications, figma, FIS and PayPal

Msft, IBM, NOW, and if you are looking for consumer cyclical restaurants- Wingstop and Shake Shack.

Exactly. For example, let's look at the last time tech stocks went wild. In 1999, IBM was the most important tech company in the world. Their stock was worth $130, up 1,400% over the past 6 years. Only an idiot wouldn't want to get in on that, right?
Fast forward 24 years to 2023, and IBM stock was worth...$130. Since $130 in 1999 dollars was worth $240 in 2023, IBM had not only gained nothing in nominal value, but had lost nearly half its real value.
Note: I looked at 2023 and not 2026 since all stocks have been going bananas from AI hype ever since ChatGPT 4 was released. IBM is currently at $230, which is still down in real value from 1999.

wow. We have Fidelity Netbenefits through IBM and we have way better choices, including total bond market and total stock market /total international stock market with very low expense ratios (about .01% to .1%)

He's posting from the IBM mainframe at work.