IBM (IBM.US) Stock Forum, Discussions & Community Posts

Michael Burry Tracker18 hours ago

Breaking: Michael Burry says AI's biggest customers are "tokenmaxxing"

The pyramid of customers who become competitors:

Tier 1: frontier model builders: OpenAI, Anthropic, Google, Microsoft, Meta, xAI. 7 to 10 companies

Tier 2: vertical LLM builders: Salesforce, ServiceNow, SAP, Bloomberg, IBM. 30 to 50 companies

Tier 3: Fortune 500 building proprietary AI: JPMorgan, UnitedHealth, Walmart, CVS. 200 to 500 companies

Tier 4: true pure consumers: mid-market companies and traditional manufacturers. Fewer companies remain as they climb the pyramid, per Burry's SubStack

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Sunrise Trader1 day ago, 07:30 PM

$IBM(IBM.US) took my paydays off for great payday %. This one will not be easy as it tries to chew on the ER warnings gap. Price is back to 200ema. I moved up all stops.

Source: Sunrise Trader

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Sunrise TraderSep 12 at 12:30 AM

$IBM(IBM.US) with the overhead warning gap every up move won't be easy. Price is now over the 10/21/50ma's. Stops are our control.

Source: Sunrise Trader

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Nancy Pelosi TrackerSep 10 at 02:36 PM

All eyes on SpaceX

Rep. Maria Elvira Salazar (R) just bought up to $30,000 in SpaceX

She's the 7th member of Congress to buy $SpaceX(SPCX.US) since the June IPO

Combined buyers so far: 7

Combined sellers: 0

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Nancy Pelosi TrackerSep 10 at 02:00 PM

Breaking: We found a politician day trading a cancer treatment

Meet Rep. Maria Salazar (R) from Florida

Back on August 19th, Moderna announced their mRNA vaccine successfully prevented melanoma from returning in a Phase 3 trial

The stock had one of the greenest candles you've ever seen and was up ~176% that day alone

Turns out that same day Rep. Salazar bought & sold $Moderna(MRNA.US) within an 8 hour period

It's unclear if she profited or not, but it's safe to assume she bought in early, rode the stock up, and took profits on the way

Not too bad for a sitting politician

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Sunrise TraderSep 9 at 07:40 PM

$IBM(IBM.US) in the base. Longer the base the higher in space. Will that be the case for this name? No one knows.

Source: Sunrise Trader

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Captain's CompassSep 3 at 08:19 AM

Counting Screw Threads: Why Apple Picked an Engineer to Find the Next iPhone

Eight CEOs, nearly fifty years, one unanswered question: after Jobs, how does Apple decide what to bet on next?

Which of Apple's eight CEOs is your favourite?

Single choice

10 voted in PollsPoll ended

N 維 POWER VHOLD HOLD HT CONT HITACHI applei AUT Panasonic pple 誉 LONGPORT

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Apple Ships iOS 27 With All-New Siri AI

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Captain's WatchAug 28 at 11:21 AM

Featured$IGV Surges to Fresh High as AI Rotates to Software

Software and cybersecurity stocks advanced as Salesforce's earnings and AI partnership rekindled enthusiasm for the sector, with investors rotating into application-layer names in search of the next h...

IGV iShares Expanded Tech-Software Sector ETF 128.00 Daily 124.00 119.00 114.00

IGV US Holdings (iShares Expanded Tech-Software Sector ETF)： Change%， since clos

Legal Is Driving Knowledge Work To The Frontier (Recently， At Least) Codex user

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Salesforce +22.6%. AI Fuel Or AI Threat?

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NVIDIA Return Rate

Traded ValueAug 27 at 02:07 PM

$Quantinuum(QNT.US)

I started buying QNT near its post-listing lows after watching sentiment cool down. I actually missed taking profits around the previous peak, so this position has been a good reminder that timing exits is often harder than finding an entry.

For me, QNT has much more upside beta than IBM. It feels like a pure quantum computing theme, so I’m treating it as a higher-volatility satellite position rather than a core holding. I’m comfortable holding a small allocation while the story develops.

Going forward, I won’t chase every spike. If quantum computing becomes a market theme again and the setup improves, I’d rather add gradually than react emotionally to momentum.@Captain's Treasure

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