International Business Machines. Every tracked FinTwit mention of $IBM, newest first. 231 mentions since the first on Oct 18, 2025. See the price chart.
July 2026 · 67 mentions
Jul 17
Alphatica — First WHALE moved in on $IBM since the selloff started.
#1 10:42:05 IBM $214.45 +$0.10 607,100shr $130.2M↗
Jul 17
Alphatica — @market_sleuth @TravisMasato John is correct. They give guidance on July 22. $IBM↗
Jul 16
unusual_whales — Previously, Cramer said $IBM was a buy.
To get updates like this, subscribe to Unusual Whales.
See more: https://t.co/KYhYEgQk9a↗
Jul 16
Trade Whisperer — $IBM PINK/RED candles fired: Down -30% from the print and now attempting an intraday recovery. Watching 👀
300+ charts daily. Try it free:
https://t.co/ZQDP5HCFyq https://t.co/rE3…↗
Jul 16
Alphatica — @NirbhayChatani We have a boolean (algo) working in the background. We will alert when we see the whale print. $SPY $IBM So far its retail pushing it up over the last 30 minutes or…↗
Jul 16
Alphatica — $IBM update.
Framework Verdict: 🔴 Distribution Still Active
$195-$200 zone in play. https://t.co/bDOPMA4uRA↗
Jul 16
Midas — $ACN — Accenture
Accenture is running the same script that just burned $IBM.
Their entire business is large consulting engagements. Those are the deals IBM watched slip because c…↗
Jul 16
Midas — The AI bubble is BURSTING right now. The $IBM CEO has mentioned it recently.
Here are 5 companies that can CRASH 25% or more.↗
Jul 16
Midas — Here's what he bought in the last year from @asymmetrix_xyz, which tracks insiders like Trump:
$NOK
$PLTR
$AAPL
$MP
$ORCL
$HOOD
$IBM
$INTC
$DELL
$NOW
$MU
$ONDS
Follow me for mor…↗
Jul 15
Alphatica — Day 1 of 5.
Yesterday we flagged IBM's 8.3x volume spike as the most extreme bucket in our study, base rate negative over the next 5-10 sessions.
Today: IBM -1.8%.
History on 5x…↗
Jul 15
Trade Whisperer — $IBM $IBM PINK/RED candles→ -25% drop
The system flagged it. Two days of distress signals before the drop. Probabilistic, yes. Could be luck. But if you had the system, you were w…↗
Jul 15
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. June U.S. inflation came in much cooler than expected. Headline CPI was 3.5% YoY vs 3.8% expected, wh…↗
Jul 14
mon — $IBM down 25% today.
Perfectly summed up why Hardware is the new Software:
"In the last few weeks of June, we saw clients shift their quarterly capex spend toward servers, storag…↗
Jul 14
Alphatica — @RafikiTrader $IBM is sensitive to extreme volume days.↗
Jul 14
Alphatica — We ran a volume spike event study on IBM after today's 25% decline.
119 volume spike events over the last five years. Every day where volume exceeded twice the average. Here is wh…↗
Jul 14
Shay Boloor — @FuturumEquities You can watch my full $IBM breakdown here:
https://t.co/ccU8ORZPZf↗
Jul 14
Shay Boloor — $IBM is having its worst day in nearly six decades after its CEO said customers redirected quarterly spending toward servers, storage and memory to secure supply-constrained infras…↗
Jul 14
unusual_whales — This is not a meme stock.
This is $IBM, a multi billion dollar company.
It is down 28% today.
It lost billions in marketcap. https://t.co/kgstpDA7Z5↗
Jul 14
Alphatica — @moemarkettech $IBM is a story because they reported early. They did the right thing though.↗
Jul 14
Michael | Hypermarkets — AI bubble will burst right away. CEO $IBM said so in his letter today.
These 8 companies will crash 25%-70%:↗
Jul 14
Michael | Hypermarkets — 1. $ACN — Accenture
This one's almost the same story as $IBM. Accenture lives entirely on big consulting deals, the same deals IBM just watched slip because clients got distracted…↗
Jul 14
Alphatica — @market_sleuth The largest single-day decline in the company's modern history. It was an overreaction. $IBM↗
Jul 14
Michael | Hypermarkets — According to $IBM, $MU should spike to $2000+
These are $IBM CEO exact words:
"In the last few weeks of June, we saw clients shift their quarterly capex spend toward servers, sto…↗
Jul 14
Michael | Hypermarkets — Read the letter closely.
In the final weeks of June, $IBM's own clients stopped buying $IBM and started hoarding servers, storage, and memory instead.
Here are 4 reasons I think…↗
Jul 14
Michael | Hypermarkets — $IBM crashing 25% in 1 day is extremely bullish for $MU $DRAM $SKHY
Here's why:↗
Jul 14
Alphatica — @Jim_Santee No. We think the downside risk from here is small. Be careful. July 22 is the next big date. $IBM↗
Jul 14
Shay Boloor — Fed Chair Kevin Warsh warns the world is moving quickly on quantum computing and the U.S. must harden its technology.
“We’ve got enormous talent at the federal level but we have t…↗
Jul 14
Nancy Pelosi Stock Tracker ♟ — Despite bad earnings, pay attention to IBM 👀
4 politicians have bought IBM this year and didn't sell:
• Ro Khanna (D)
• Julia Letlow (R)
• Lloyd Doggett (D)
• Maria Elvira Salaz…↗
Jul 14
The Assembly — Do not forget that the Trump administration invested in $IBM on May 20, 2026.
The stock was trading at $225 that day.
It’s currently lower than that. Might be one to look at.↗
Shay Boloor — $IBM is down more than 25% marking its largest drop in nearly 60 years. https://t.co/lWb84sGxtG↗
Jul 14
BULL OF BRITAIN — If you want anymore proof that Quantum Technology is not real and just goyslop for boomers to buy because it has the savvy word "Quantum" in the name, then look no further. $IBM -…↗
Jul 14
Leandro — $IGV now up in the day with $IBM down 26%
I guess this means that IBM earnings were good for software (smh)↗
Jul 14
Ben Pouladian — IBM warned this morning: clients shifted quarterly capex to servers, storage and memory in late June, and large software and consulting deals slipped. Stock down 20%, software name…↗
Alphatica — Evidence tilts toward overreaction: the capex dollar rotated (didn't disappear), deferred revenue is at a record, shorts are crowded (covering fuel), and −25% is 2× any prior react…↗
Alphatica — IBM is down 25% today. The largest single-day decline in the company's modern history. We flagged IBM's pre-announcement at 7 AM this morning. Here is why the data says overreactio…↗
Jul 14
Serenity — @cragents Don't really have any strong opinion on $IBM since don't know enough about all their revenue streams.
Was surprising to say the least seeing it drop 24.3% in a day tho…↗
Jul 14
amit — $PLTR
Palantir moves from $122 in the premarket to $131 as the market opens.
It got hit in the premarket because of the $IBM news around software spend shifting to capex spend..…↗
Jul 14
Shay Boloor — $CRWD is up more than 8% as $IBM comments reinforce cybersecurity is the budget enterprises won't cut even while they redirect spending toward AI infrastructure.
Falcon Flex makes…↗
Jul 14
amit — @chutneylife $IBM said they are seeing client capital allocation go to capex over software spend
the market is saying this is true for all SaaS companies
but it seems like its ju…↗
Jul 14
The Future Investors — $IBM IBM plunged more than 20% after reporting preliminary Q2 results below expectations 📉
CEO Arvind Krishna said customers shifted spending from software to AI infrastructure h…↗
Jul 14
TheValueist — $WDAY $HUBS $TEAM $NOW Enterprise SaaS not liking the $IBM preannouncement. Looks like it will be a rough day. https://t.co/cnWAc6XlJq↗
Jul 14
Frenchie — Les SaaS se font pulvériser.
$IBM -22%, ServiceNow $NOW -8% par sympathie
Mais pourquoi ?
1. Les résultats préliminaires d'IBM confirment que les semis restent LA priorité…↗
Jul 14
Alphatica — We need to look at this closer. Might be an opportunity (again). We will update our feed with the forensics today.
$IBM↗
Jul 14
TheValueist — I'm long calendar $IBM -1/15/27 c470 || +1/21/28 c470. Preannouncement clearly not great for IBM; however, if you believe Arvind's explanation, it supports the continued robustness…↗
Jul 14
InvestmentGuru — $IBM
IBM shares dropped ~20% after its preliminary Q2 results missed expectations, raising concerns about enterprise IT spending.
But the bigger picture may be more nuanced.
Rev…↗
Jul 14
Leandro — I’d say that around <1% of people posting that $IBM has killed software today have actually read what caused the miss and/or can explain why that’s the case
$IGV down pre so t…↗
Jul 14
CK Capital — Wow.
“Numerous large deals failed to close on the timelines we expected.”
Not good. $IBM↗
Jul 14
Shay Boloor — $IBM is down more than 23% after revenue missed estimates driven by “weakness in the software and infrastructure business.”
CEO Arvind Krishna said clients shifted capex toward su…↗
Jul 14
amit — $IBM
Woah.
IBM put out preliminary Q2 results...and they are not good.
Revenue was $17.2B vs $17.86B expected, up 1% YoY. Consulting revenue was flat and infrastructure revenue…↗
Alphatica — BREAKING NEWS;
IBM just released preliminary Q2 results early. Companies do not pre-announce when things are going well.
EPS $2.93 versus consensus $3.01. Revenue $17.20 billion…↗
Jul 11
Alphatica — @Ethan_Smartsys Very true. $IBM $MSFT↗
Jul 11
Leandro — In today's NOTW I wrote about $SBUX software crusade against Microsoft $MSFT and $IBM
The headline says one thing, but the story tells another very different one and I actually b…↗
Jul 10
Mike Investing — The literal U.S. President has been telling you what to buy, & doing so with a 100% accuracy.
His most recent callouts include:
$INTC at $19 which is up +590%
$DELL at $240 which…↗
Jul 9
InvestmentGuru — MORNING MOVERS
Semis roaring back — AI demand + easing geopolitical fears lighting a fire under the whole space:
GAPPING UP
$MU +6.7% — $3B US supply-chain investment
$KLAC +5.…↗
Jul 8
Midas — Buy what Trump is buying and you will make generational wealth.
Here's what he bought in the last year:
$NOK
$PLTR
$AAPL
$MP
$ORCL
$HOOD
$IBM
$INTC
$DELL
$NOW
$MU
$ONDS↗
Jul 8
Mike Investing — President Trump has already called out:
$INTC at $19 which ran +590%
$IBM at $203 which ran +63%
$NOW at $81 which ran +71%
Now he’s telling you to buy:
$PLTR at $132
$DELL at $…↗
Jul 8
Michael | Hypermarkets — Every company partnered with $NVDA ⬇️
HYPERSCALE & CLOUD
$AMZN (AWS) — $10B+/yr cloud AI infrastructure, training and inference at scale
$MSFT (Azure) — $10B+/yr cloud GPU comput…↗
Jul 7
Alphatica — Shorts stay in their position too long. Its a hedging tool. That is it. The 10-day SVR on $IBM is crazy. $SPY $IBM↗
Jul 7
Alphatica — IBM UPDATE
Current: $303.42 (+1.30% today). The bullish alert is fully paying off.
IBM was the textbook case of our framework working exactly as designed. Whale conviction print…↗
Jul 7
Michael | Hypermarkets — President Trump invested millions in this company, but has never mentioned it:
$AVGO — Broadcom.
His financial disclosure shows Broadcom held across multiple accounts, with one p…↗
Alphatica — $IBM update:
🟢 Validated Bullish Squeeze
Highest-conviction bullish regime in our framework.
It implies:
1. The bears are committed but wrong (high SVR + price up = they're g…↗
Jun 26
Alex A.C. — Good explanation about the new $IBM technical miracle↗
May 2026 · 36 mentions
May 31
Midas — $IBM
$MU
$NVDA
$ORCL
$ADBE
$MSFT
$AVGO
If this helped you out, follow me for more.↗
May 31
Mike Investing — President Trump is undefeated in the stock market, & has made many generational callouts such as:
$INTC at $19 & is now up +594%
$DELL at $230 & is now up +96%
$NOW at $81 & is no…↗
May 31
Leandro — You spend time looking at fundamentals while X is resurfacing a December video of Trump claiming he owns IBM.
IBM will be up double digits on monday, anon, wake up
$IBM↗
May 31
Alphatica — @Auto_Levels We are aware of the December statement. Our email subscribers knew why we posted it. Thank you for the engagement though. $IBM
April 2026 · 7 mentions
Apr 23
Alphatica — MORNING INTERNALS | 11:04 AM ET
$TSLA beat. Capex shocked. Nasdaq is selling. NYSE is not.
Tesla beat EPS: $0.41 vs $0.33 expected. But Musk guided $25B in capex for 2026, $5B ab…↗
Apr 23
Shay Boloor — $CRWD launched Project QuiltWorks which is an AI security coalition with $IBM, OpenAI and Accenture focused on securing production code from AI-driven threats.
Software is getting…↗
Apr 22
unusual_whales — $IBM earnings:
- EPS: $1.91, est: $1.81
- Revenue: $15.9 billion, est: $15.65 billion↗
Apr 22
Alphatica — IBM reports today after the close.
12 straight beats. 100% rate. The most consistent beater we've covered so far this season.
Street EPS: $1.81
Street Revenue: $15.64B
Alphatica…
March 2026 · 6 mentions
Mar 23
Nick Colas & Jessica Rabe (DataTrek) — 1/2 The 4 largest public acquirers of seed- and venture-backed startups over the last 3 years – since ChatGPT launched – are all US enterprise software companies: $CRM, $IBM, $SNOW…↗
Mar 18
Shay Boloor — Great to be featured in U.S. News discussing my updated thoughts on quantum in 2026.
$IONQ, $QBTS, $RGTI, $IBM, $LAES, $GOOGL, $INFQ https://t.co/wE02XdAmYG↗
Mar 15
InvestmentGuru — NeoClouds & AI Infrastructure — The Backbone of the AI Revolution
Top NeoCloud & AI Compute Plays
High-conviction / public plays:
$CRWV – CoreWeave | Leading GPU cloud, hypersc…↗
Alphatica — @KobeissiLetter One private company just moved more market cap in two weeks than most public companies generate in a lifetime. Anthropic isn't even publicly traded and it erased $1…↗
Feb 27
Black Panther Capital — Jack Dorsey just fired half his company.
and the stock went up 23% after hours.
let that sink in.
@blocks - $XYZ, the parent of Square and Cash App, just cut 4,000+ people.
Nea…↗
Feb 25
InvestmentGuru — The Anthropic “Hit List” – What Just Happened
Cowork / SaaS Productivity
AI agents embedded directly inside enterprise workflows → per-seat SaaS pricing gets challenged.
$TEAM, $…↗
KaizenInvestor — $IBM is up 8% thanks to a strong Q4 double beat.
The surge was powered by double-digit gains in Software, led by Red Hat and Automation, alongside a massive jump in Infrastructur…↗
Jan 28
KaizenInvestor — Some big earnings coming up after the closing tonight. $MSFT, $TSLA, $META, $LRCX, $NOW, $FICO, and $IBM all report tonight.
Which earnings are you looking forward to the most to…
December 2025 · 7 mentions
Dec 31
unusual_whales — $IBM is down nearly 2% today.
100% of analysts have a buy rating on it in the last 2 months. https://t.co/Gqi7revKhw↗
Dec 30
TheValueist — $NVDA $GOOGL $IBM The Hybrid Horizon: State Space Models and Inference Economics↗
Dec 24
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #25
One of our favorite episodes to date since Daniel & I break down our 2026 market predictions:
• Crypto Outlook | $BTC, $ETH, $SOL, $HOOD, $CO…↗
Dec 21
TheValueist — $IBM $ACN $INFY $CTSH IT Services: Navigating the Generative AI Inflection Point
This video analyzes the global IT services sector and its uneven recovery as companies integrate G…
November 2025 · 1 mention
Nov 22
Ben Pouladian — @buccocapital Narrative based market for sure. Is $crm the $ibm of SaaS?↗
October 2025 · 2 mentions
Oct 22
Ray Wang — Samsung Electronics’ President Song Jae-hyeok expressed confidence in reviving its foundry business, targeting leadership in 2nm chip market.
After years of trillion-won quarter…↗
Oct 18
The Future Investors — The first earnings week of the season is in the books! 📊
Next week more earnings reports:
Netflix $NFLX, Tesla $TSLA, Intuitive Surgical $ISRG , Coca-Cola $KO, IBM $IBM, and Inte…↗
The Future Investors — $IBM IBM unveiled the world's first sub-1nm (0.7nm) chip technology, featuring a new 3D "nanostack" architecture 🧩
The breakthrough could deliver up to 50% higher performance or…↗
Jun 25
Shay Boloor — $IBM unveiled a 0.7nm “nanostack” 3D transistor design which it calls the first sub-1nm chip technology.
IBM says it could fit 100B transistors on a fingernail-sized chip, reach p…↗
InvestmentGuru — QUANTUM COMPUTING: THE NEXT TRILLION-DOLLAR TECHNOLOGY RACE?
AI created some of the biggest winners of the decade.
Could Quantum Computing be next?
This week, President Trump si…↗
Jun 23
Shay Boloor — $IBM new quantum foundry Anderon is expanding its New York facility to launch a 300mm quantum wafer fab.
IBM says scalable quantum manufacturing is becoming critical and the goal…↗
Alphatica — JUST IN:
JPMorgan just upgraded IBM to overweight from neutral. Target raised to $291 from $270.
The upgrade comes after a quarter where we tracked multiple catalysts:
IBM and G…↗
Jun 23
The Future Investors — $IBM IBM partnered with OpenAI to integrate advanced AI cybersecurity capabilities into its enterprise security offerings. The collaboration includes a new application security ser…↗
Jun 23
Antonio Costa — Money will flow today from semi-conductors to software stocks today, anyone ? $ADBE $IBM etc…↗
Jun 23
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. A major end-of-Q2 rebalancing wave could hit global markets, with JPMorgan estimating institutional in…↗
Jun 23
Alphatica — @NatashaRunning $IBM The mechanics should take this much higher.↗
Jun 22
unusual_whales — Trump on $IBM: “I used to have that stock when it was much lower. I brilliantly sold it when I became president. That was not a good move.”↗
Jun 22
Chris — $IBM sitting at a key decision zone.
• Price has been grinding lower under the 1H downtrend since the June peak
• Now trying to reclaim structure after basing near $250
• RSI is c…↗
Jun 22
Shay Boloor — President Trump joked about selling his $IBM stock too early after the company’s recent run.
“I used to have that stock when it was much lower. I brilliantly sold it when I became…↗
Jun 22
Shay Boloor — $IBM joined OpenAI’s Daybreak Cyber Partner Program and launched a new app security service for enterprise cyber defense.
The service uses OpenAI models to identify and validate s…↗
Jun 22
Alphatica — To all the bots that doubted us last week on IBM, here we are.
$IBM $SPY $QQQ https://t.co/HonwelhwgW↗
Shay Boloor — President Trump signed two major executive orders on quantum technologies saying they will strengthen America’s position as the “world leader” in the emerging field.
$IONQ, $RGTI,…↗
Jun 22
Alphatica — You should be on your way here. Keep an eye on your own risk tolerance levels.
$IBM $QQQ↗
Jun 21
Michael | Hypermarkets — Its 2040, regular person who bought these 6 ETF's right now are millionaires doing nothing...
Here's 6 steps to follow:
1. Open a tax-free investing account like a Roth IRA.
2. P…↗
Jun 18
Alphatica — @Jim_Santee I'd classify this as more likely a SWING UP (multi-day continuation) than just a today-only bottom. Today's $47.5M print is CONFIRMATION of a pre-existing thesis that g…↗
Jun 18
Alphatica — $IBM Update (4)
All 5 of our bottom signals are now firing. IBM is now ~+3.5% off the intra-day low.
$IBM $ACN $QQQ https://t.co/qPfyIzY2ab↗
Jun 18
Alphatica — $IBM Update (3)
Accumulation just emerged.
We might do something like this if it was us:
#1: Bull Call Spread $250/$260 (6/26 expiry, 8 days) BEST R/R
│ Leg │ Action │ Strik…↗
Jun 18
Alphatica — @hungrydongxi Based on our forensic analysis no. There is no reason for it. $IBM↗
Jun 18
Alphatica — $IBM Update (2) IBM DOWN ALMOST 7% ON ACN SYMPATHY, THE DATA SAYS THE MARKET IS WRONG
Accenture reported this morning: revenue $18.72B (missed by 0.3%), bookings $19.3B (down 2% Y…↗
Jun 18
Alphatica — @releasethefile2 And we are telling you if you exited the next morning you made money. We do not hold hands here. This is not pre school. $IBM↗
Jun 18
Alphatica — @releasethefile2 And concerning the $IBM post if you exited the morning after this post you made money. We provide the data. That's it.
https://t.co/GzcaAE2Psj↗
Jun 18
Alphatica — $IBM UPDATE (1):
89.5% of call volume is closing. 32K closing vs 3.7K opening. The call holders from last week are exiting en masse.
This looks like forced OpEx unwind that over…↗
Jun 18
Alphatica — @NirbhayChatani We think its OPEX dynamics. We are monitoring it. We will have an update by 11 AM. The behavior is strange though. $IBM↗
Jun 17
Alphatica — @hungrydongxi We posted the update. $IBM↗
Jun 17
Alphatica — $IBM UPDATE: The thesis we documented yesterday (🟡 stealth accumulation at $268-270 support) is still active but with a shifted support zone:
- Yesterday's support: $268-270 (hel…↗
Midas — @asymmetrix_xyz $INFQ
$IONQ
$QBTS
$RGTI
$IBM
Posting my analysis on each of these companies here.
Don't miss out and follow me.↗
Jun 11
BULL OF BRITAIN — This is probably one of the most insane SAMSUNG proxy on the market.
$AMPG - AmpliTech Group
> $150M market cap
> Its radios are already installed in TELUS's new 5G network, sid…↗
Jun 11
The Future Investors — $NOW $IBM ServiceNow and IBM expanded their partnership to help enterprises modernize legacy systems, unlock enterprise data, and accelerate AI adoption across business operations…↗
Jun 11
Shay Boloor — $NOW and $IBM are expanding their partnership to help enterprises unlock AI across legacy apps, messy data and IT operations.
The collaboration combines ServiceNow AI Platform wit…↗
Jun 11
Alphatica — Breaking News:
ServiceNow and IBM expand collaboration to unlock enterprise data for AI at scale.
IBM and ServiceNow will deliver joint solutions that modernize aging systems, e…↗
Jun 10
Michael | Hypermarkets — Exactly 1 year from now, you're a millionaire by doing only 1 thing in June:
1. Realize $MU earnings is on June 24.
2. $MU is still undervalued and going lower.
3. You add $MU whe…↗
Jun 9
Michael | Hypermarkets — 2 years ago, I called out $IONQ at $7 it spiked 1000% to $70+
This year, President Trump put $2 billion on more quantum stocks.
Here's 6 stocks exactly like $IONQ:
1. $RGTI — Ri…↗
Jun 9
Michael | Hypermarkets — $SPY already broke under 20SMA at $746 and today retested it. It failed again.
It will need to defend this $730-$732 area this week. CPI is on Wednesday and so is $ORLC earning.…↗
Jun 8
Michael | Hypermarkets — HYPERMARKET WATCHLIST FOR June 8, 2026
$SPY crash continuation or massive reversal
1. $TSLA — $391 Robotaxi + FSD rerating hasn't happened yet; patient money wins Jan 2027
2. $M…↗
Jun 6
Michael | Hypermarkets — President Trump buying AI companies again.
Last time this happened,
$INTC $20 → $130 up 650%
$DELL $235 → $470 up 200%
$MU $320 → $1100 up 350%
$IBM $220 → $330 up 150%
This tim…↗
Jun 4
Shay Boloor — $IBM and $GOOGL Cloud launched a new practice to help enterprises deploy AI agents across hybrid systems.
IBM will use Google Cloud-certified consultants to build industry-specifi…↗
Jun 4
Alphatica — Just In:
IBM and Google Cloud just launched a combined AI practice. This is not a press release partnership. This is an integration.
IBM Consulting Advantage is now connected to…↗
Midas — $INFQ
$QBTS
$RGTI
$IBM
$GOOG
Follow me if you want to see when I enter these companies.↗
Jun 2
Michael | Hypermarkets — In 1 month, $INFQ doubled from $10 → $20 so far.
Most don't know they're losing 6x more money than in 2025.
Trump is pumping these quantum stocks right now:
1. $IBM
Trump's $1…↗
Jun 2
TheValueist — $NVDA $DELL $IBM $INTC J. Huang Capital Management and Trump Catalyst picks are all you need! They are doing your diligence for you!!
If I missed any or should make any edits, le…↗
Jun 2
Michael | Hypermarkets — The easiest way to be a millionaire by 2031:
Is letting your money compound by buying and holding:
For example:
$NOW as demand for agentic AI goes up and token uses increase so…↗
Kevin Maro — @The_S_Optimist The market is bloodthirsty for everything the trump admin is invested in. Today $IBM was up 14% over a clip of him saying the stock was cheap last year. I am bullis…↗
Jun 1
Shay Boloor — $MU is now worth ~$1.2T making it larger than $DIS, $IBM and $ORCL combined. https://t.co/pPCzlzFqCS↗
Jun 1
Michael | Hypermarkets — CEO $NVDA Jensen Huang says the market got it wrong on software stocks.
This is CHEATSHEET for what Jensen wants you to buy right now:
1. $NOW — ServiceNow
"We're working with C…↗
Jun 1
InvestmentGuru — Best setup for today, IMO
$ARM
$MU
$IBM
$PLTR
$NOW↗
Jun 1
KawzInvests 🦑 — @TomSzczypka Sometimes it's best to keep it simple $IBM↗
Jun 1
PhotonBull — A $280B company is moving like this because of X
Truly incredible 😂
$IBM↗
Jun 1
Michael | Hypermarkets — I called out $NOW at $85 → $135 up 160% already.
It's going to triple by 2027 and Trump's favorite stock too.
Right now, these 10 SaaS plays have 1000% potential:
1. $NOW targe…↗
Jun 1
InvestmentGuru — 15 stocks with bullish setup, I’m watching closely in this market.
$IBM — Legacy giant quietly reinventing itself around AI and hybrid cloud. Consulting + watsonx is a sleeper com…↗
Jun 1
InvestmentGuru — AI Trade Continues to Power Higher in Overnight Trading
The AI infrastructure and software rally is showing no signs of slowing down:
AI Server Makers
$DELL +3%
$IBM +13%
$HPE +9…↗
Jun 1
Alphatica — @henry_petzold Not that we put much credence into overnight pricing but it opened this evening as high as +12%. Since then it has settled down at about +8% or ~$322.00. $IBM↗
Jun 1
TheValueist — $IBM Trump catalyst degens got to do their thing. https://t.co/v0TNisrfec↗
TheValueist — $NVDA $DELL $IBM $NOK I suspect a portfolio of Trump catalyst and J. Huang Capital Management picks (adding and subtracting names as announcements are made) would do pretty well un…↗
May 30
TheValueist — $IBM: The Software-Led Evolution of an AI Infrastructure Compounder. Investment Thesis. New: 5-30-26.
IBM under Arvind Krishna is a materially different business than it was five…↗
May 30
Michael | Hypermarkets — It's 2035, you're a millionaire, you did exactly this in June 2026:
1. Open up a ROTH IRA (or tax-free savings account)
2. Buy stocks Trump is telling you to buy when he says it (…↗
May 30
Mike Investing — U.S. President Trump has literally told you what to buy, & has yet to miss.
Thus far he’s called:
$INTC at $19 & is now up +594%
$DELL at $230 & is now up +96%
$NOW at…↗
May 30
TheValueist — My $IBM write-up is below. Given the Trump catalyst, I feel like I need to update it. You can read/watch the current version and get up to speed.
https://t.co/EbOlDrMQbS https://t…↗
May 30
Wolf Capital — @RosannaInvests $NOW and $IBM are next!↗
May 30
Wolf Capital — First $INTC , $DELL
$NOW we have a callout for $IBM !
Well this is going to turn into another trade for sure.
Earnings report is on July 22nd too, marking my calendar.↗
May 30
Tradable Astronaut — @ChartistXBT Great work on your trades!
I missed out on $IBM can’t catch them all
I am glad that my posts have helped you, we are here whenever you are ready❤️↗
May 29
Mike Investing — President Trump quite literally just gave you a guide how to become rich off the stock market in 2026…
Last time he did this was with:
~ $INTC at $19 which ran +595% to $132+
~ $…↗
May 29
Alphatica — @VeinyChungus Do you get our emails? $IBM↗
May 28
Shay Boloor — $IBM plans to invest more than $10B in quantum over the next five years.
The company also reaffirmed its goal of delivering its first large-scale fault-tolerant quantum computer b…↗
May 28
Alphatica — JUST IN:
IBM just committed $10 billion to quantum computing over the next 5 years.
R&D, capex, ecosystem partnerships, manufacturing scaling, and M&A. Filed in an 8-K this morni…↗
May 24
InvestmentGuru — QUANTUM COMPUTING — The Full Sector Map. Every Play. One Post.
PURE-PLAY QUANTUM
$IONQ → Trapped-ion leader. Best-in-class qubit fidelity. Customers include Airbus, AstraZeneca,…↗
May 23
Michael | Hypermarkets — Pay attention, President Trump telling you to buy and hold $MU.
Last year, he said to buy $INTC at $20. It’s going to be 1000% winner.
This week he said to buy $DELL, $NOW, $ORCL…↗
May 22
Mike Investing — The U.S. President & the literal White House are telling you that these 5 sectors are next to squeeze…
1. Space ~ $RKLB, $ASTS, $RDW, $FLY, $LUNR
2. AI Infrastructure ~ $CRWV, $NB…↗
May 22
Michael | Hypermarkets — President Trump knows US is 90% behind China in quantum technology.
China already invested $30B in quantum. The US just $2B.
So now he is catching by buying:
1) $IBM → $1B
2) $G…↗
May 22
InvestmentGuru — Trump Just Put $2 Billion Into Quantum Computing
The Full Quantum Ecosystem to Watch:
Pure-Play Quantum:
→ $IONQ | $QBTS | $RGTI | $INFQ | $QUBT | $XNDU
Quantum Security:
→ $ARQ…↗
May 22
The Future Investors — The U.S. plans to invest nearly $2B in 9 quantum computing companies including IBM, Rigetti, D-Wave, PsiQuantum, and GlobalFoundries, to accelerate domestic quantum technology and…↗
May 22
Mike Investing — The White House is literally telling you what sector to invest into next…
Quantum computing companies were just awarded $2B through the CHIPS & Science Act.
Here are the 5 names…↗
May 21
Nancy Pelosi Stock Tracker ♟ — Breaking: Rumors are swirling that Trump owned $IBM before his administration committed $1B to the company
However according to his Q1 filings, he was a Net Seller
Here's what hi…↗
May 21
Midas — 1) $IBM
2) $GFS
3) $INFQ
4) $QBTS
5) $RGTI
If this helped you out, follow me for more.↗
May 21
Nancy Pelosi Stock Tracker ♟ — The Trump administration just committed $2 billion to quantum computing
How they're distributing the money:
• $IBM: $1 billion
• $GFS: $375 million
• $QBTS, $RGTI, and Infleqtion…↗
May 21
Jason Luongo — 3. $IBM - IBM
Got the biggest check - $1 billion from the Commerce Department alone. IBM has been building quantum infrastructure for years with 1,000+ qubit processors and a netw…↗
May 21
PhotonBull — $2B in federal quantum grants, government takes fresh equity stakes in all nine recipients.
$IBM $1B
$GFS $375M
$QBTS $100M
$RGTI $100M
$INFQ $100M
Diraq $38M
Three recipients st…↗
May 21
InvestmentGuru — $2B Quantum Shock Wave Just Hit
The Trump administration is awarding $2 billion in grants to 9 quantum computing companies — WITH government equity stakes attached.
Here’s who’s…↗
May 21
Shay Boloor — The U.S. is set to award $2B to quantum companies through the CHIPS and Science Act with deals structured as grants plus minority government equity stakes.
Awards reportedly inclu…↗
May 10
Raging Capital Ventures — @DrewCohenMoney AI reduces many of the historical ETL barriers, making platform replacement easier. My thesis is that AI accelerates migration off legacy $IBM and $CSU.TO software…↗
May 7
InvestmentGuru — Black swan innovations that could destroy today’s AI bottleneck trade (HBM, GPUs, power infrastructure):
Everyone is crowded into the same AI scarcity trade:
GPU scarcity → $NVDA…↗
May 2
rubicon59 — And still, the only tech stock he ever bought himself was $IBM. Lessons never learned?↗
Alphatica — IBM is reporting tomorrow after the bell and we will have full coverage tomorrow. Just some thoughts:
The competitor list for IBM's software segment changed. Two of IBM's competi…↗
Apr 15
InvestmentGuru — QUANTUM COMPUTING — THE NEXT BIG TECH WAVE
The quantum race isn’t coming — it’s already here.
→ $1.9B market in 2025
→ Heading toward $9B+ near term
→ Long-term potential…↗
Apr 2
Shay Boloor — $IBM and $ARM are partnering on dual-architecture enterprise hardware for AI and data-heavy workloads.
The goal is to let Arm-based software run across IBM enterprise systems thro…↗
— some of stocks
$IONQ
$RGTI
$QUBT
$QBTS
$IBM
$MSFT
$POET
$LSAR
InvestmentGuru — Quantum Computing could become a $1T industry over the next two decades.
Quantum computers operate very differently from classical computers.
Instead of using bits (0 or 1), they…↗
Mar 3
Jason Luongo — The complete data center stock map.
Every layer. Every name worth watching.
OPERATORS + BUILDERS
$EQIX $CRWV $NBIS $IREN $APLD $CIFR
CHIPS
$NVDA $AMD $INTC $ARM $AMKR $AMZN $GOO…↗
— $IBM crashed 13% because the market found out LLMs can write code.
Totally insane drop.
Whose buying $IBM? https://t.co/olfejVxWfD
KawzInvests 🦑 — China is not trying to out-train the West. They are building intelligence sponges.
24,000 fake Anthropic accounts. $5M in subs extracting $120M+ in inference value. Across $MSFT-b…↗
Feb 23
JC Investing — $IBM just had it’s worst day since Oct 2000
This is what Agentic AI does to companies
This is just the start
Legacy companies will continue to decline in the coming years
It’…↗
Feb 23
KawzInvests 🦑 — $IBM just had its worst day since 2000 because one AI lab announced one tool.
Imagine what happens when every AI lab ships tools for every legacy software vertical simultaneously.…↗
KawzInvests 🦑 — Anthropic confirms what many suspected Chinese AI labs including MiniMax systematically distilled Claude to train their own models. 24,000 fake accounts. 16M+ exchanges.
Hard to p…↗
Feb 23
Jose Najarro Stocks — $NVDA
THE MARKET TODAY: "AI Will Replace Everything!" $IBM $ADBE $CRWD
THE MARKET WEDNESDAY AFTER NVIDIA CRUSHES EARNINGS $NVDA : "I Don't Know, I Don't Trust This AI Demand and…↗
Feb 23
Shay Boloor — $IBM down over 10% after Anthropic launches an AI tool that converts old COBOL code to modern languages.
AI code translation directly competes with IBM's legacy modernization cons…↗
Feb 23
amit — ANTHROPIC ANNOUNCES THAT CLAUDE CAN STREAMLINE COBOL CODE
Common Business-Oriented Language is a programming language created for business data processing.
$IBM is intertwined w…↗
Feb 23
TheValueist — $NVDA $MU $SNDK $LITE $IBM *ANTHROPIC SAYS CLAUDE CODE CAN AUTOMATE COBOL MODERNIZATION
https://t.co/MwaAhk5WFW↗
Feb 4
Jeff York, PPT — $IBM today, is testing KEY support at the Yearly #pivotpoints (YP)! 🎯
The BIGGEST reversals happen at the Yearly #pivotpoints! ⏫⏬ https://t.co/mT3dwZGLAk↗
Trade Whisperer — $QQQ Nasdaq. Are we about to break the structure and challenge ATH $637?
All up to $MSFT $TSLA $META $NOW $IBM $LRCX $CLS earnings tomorrow. Also Fed Interest decision. https://t.…↗
Jan 26
Shay Boloor — THE AI STORAGE STACK
• $ORCL uses flash storage to speed up cloud databases
• $DELL sells all-flash storage systems to large enterprises
• $AMZN deploys SSDs at scale across AWS i…↗
Shay Boloor — NEXT WEEK MARKS THE HARD LAUNCH OF EARNINGS SEASON
Tuesday | $UNH, $BA, $TXN, $NXT
Wednesday | $TSLA, $MSFT, $META, $NOW, $ASML, $IBM, $LRCX
Thursday | $AAPL, $V, $KLAC, $SNDK,…↗
Jan 22
Shay Boloor — Great to be featured in U.S. News today discussing the best quantum stocks to buy in 2026.
$AMZN, $MSFT, $NVDA, $IBM, $IONQ, $QBTS, $RGTI https://t.co/fnxFQdVszJ↗
Jan 22
Raging Capital Ventures — I disagree. I think legacy applications and middleware from companies like $CSU.TO or $IBM are most exposed as AI eliminates many of the historical ETL barriers-to-switch: Upgradi…↗
Jan 21
InvestmentGuru — Stocks in each layer of AI infrastructure.
1️⃣ Application Layer
$MSFT •$GOOGL •$META •$CRM
$SNOW •$NOW •$ADBE
2️⃣ Model Layer
$MSFT •$GOOGL •$AMZN $ORCL •$IBM •$PLTR. •$SA…↗
Jan 18
The Future Investors — What are the Key 𝗤𝘂𝗮𝗻𝘁𝘂𝗺 𝗖𝗼𝗺𝗽𝘂𝘁𝗶𝗻𝗴 Focus Areas? ⚛️👇
🧠 Quantum Computing / Cloud Services
$QUBT | $RGTI | $QBTS | $IONQ
$CCCX | $IBM | $GOOGL | $HON
🔧 Quantum C…↗
Jan 14
TheValueist — $ACN $IBM $CTSH $INFY Build vs. Buy Rebalanced: IT Services in the Agentic Era.↗
Jan 14
TheValueist — With SaaS getting destroyed on vibe coding fears (some real, some red herring), I believe there is a strong case to be made for the IT Services companies to move up the value chain…↗
TheValueist — I noticed that the IT Services sector has begun a breakout recently. I’ll be digging deeper into the names and in the meantime, here is a broader overview.
$IBM $ACN $INFY $CTSH…↗
Dec 21
Midas — Companies supported by Trump's AI Project (Genesis):
$AMD
$CRWV
$DELL
$ORCL
$GOOGL
$HPQ
$AMZN
$IBM
$INTC
$MSFT
$NVDA
$ORCL
$PLTR
Which company are you buying?↗
Dec 8
The Future Investors — $IBM $CFLT IBM is close to buying Confluent for $11B to boost its AI platform watsonx — its biggest deal in years. Talks are advanced but not final 🤝🤖
Does this put IBM back on…↗