What top creators are saying about International Business Machines Corporation(IBM)— Page 2

Suffered its worst drop since 2000 (-14%) after it was announced AI could streamline COBOL, a legacy language central to many of its systems.

Stock fell over 10% in a single day after an announcement from Anthropic that its AI model can streamline COBOL code, which directly threatens a core part of IBM's legacy mainframe business.

The stock dropped significantly after an AI company's announcement suggested its models could automate core IBM services, highlighting its vulnerability to AI narratives.

Stock fell over 11% after Anthropic's Claude AI model demonstrated the ability to streamline COBOL code, a legacy programming language that directly threatens IBM's core mainframe business.

Stock had its worst day since 2010, falling 14%, due to a direct threat to its legacy COBOL business from a new AI tool announced by Anthropic.

Stock crashed over 10% on news that an AI could automate COBOL, suggesting its business model is at risk from AI disruption.

The stock declined over 10% following Anthropic's announcement that its AI can streamline COBOL code, a programming language historically intertwined with IBM.

Used as a historical comparison to NVIDIA, highlighting NVIDIA's greater valuation and profitability with a much smaller workforce.

Investing in IBM is presented as a long-term, speculative way to gain direct exposure to the high-risk, high-reward development of quantum computing technology.

Mentioned only as a valuation comparison, noting that Microsoft is trading at a cheaper valuation than even older tech companies like IBM.

Listed as a customer and backer of AI semiconductor company Cerebras, showing its engagement with emerging players in the AI hardware ecosystem.

IBM is successfully monetizing AI, with its Chief Commercial Officer stating that AI has reached the 'ROI stage,' indicating customers are seeing tangible returns from its implementation.

The complexity of deploying AI at scale creates a significant opportunity for IT consulting firms that help enterprises manage this transition.

Mentioned as a company with significant layoffs directly attributed to the rise of AI, indicating vulnerability to AI automation.

Mentioned as a key player in enterprise blockchain through its 'IBM Food Trust' platform, which is being successfully used by major corporations like Walmart, indicating a strong position in the enterprise adoption of blockchain.

Its subsidiary, Red Hat, is pursuing a 'picks and shovels' AI strategy by helping enterprises use smaller, specialized, open-source AI models that can be 100 times cheaper, positioning it to benefit from the AI cost-optimization trend.

Making an $11 billion all-cash acquisition of Confluent (CFLT) to strengthen its AI data layer, which is seen as a positive long-term catalyst for growth in its high-margin software division.

Mentioned by Jim Cramer as a potential opportunity within the speculative and long-term theme of quantum computing.

Mentioned as a 'first tier' quantum company, used as a point of contrast against the 'second and third tier' quantum stocks the speaker is shorting.

Used as a historical analogy to frame Palantir's potential to become the core 'technological backbone to the government' for the modern era, as IBM was in a previous one.

Mentioned as partnering with AMD on quantum computing, contributing to the positive sentiment around AMD's growth story.

IBM's strategy of commercializing quantum computing and building an ecosystem makes it a tangible investment in the near-term growth of the quantum market.

The transcript suggests a historical connection to the Nazi regime, which could be an ESG consideration for investors.

Had a 'disappointing earnings report' that contributed to downward market pressure. The sentiment is currently bearish.

Mentioned as the provider of the quantum computer that the Qubit (QBT) project reportedly rents computing time on.

The stock fell approximately 2% despite beating top and bottom line earnings estimates, with the weakness attributed to its Red Hat software division missing expectations.

Mentioned as a potential investor in the Canton blockchain, signaling strong technological and institutional backing for the future project.

Entered a major partnership with Anthropic to integrate the Claude AI models into its products and consulting services, strengthening its position and enhancing its offerings in enterprise AI.

A research paper co-authored with HSBC on using quantum computing for bond trading was heavily criticized as flawed and "100% bullshit," suggesting the company's positive results in this specific research area are not credible.

Through its subsidiary Red Hat, the company is backing the Agency.org project to establish a secure standard for enterprise AI agents, positioning itself within the key infrastructure layer of the AI market.

A sponsored ad highlights that IBM is actively positioning itself as a key partner for enterprises looking to integrate AI to achieve a return on investment, competing in the B2B AI solutions space.

Viewed as a lagging competitor, with claims from IonQ that it is at least five years behind in quantum technology and its announcements are 'splashy press releases' not backed by functional tech.

Mentioned as a 'weird holding' in the BLOK ETF, suggesting it does not fit the crypto theme well from the speaker's perspective.

Mentioned as an example of a dividend stock whose low yield (around 1.5%) is criticized as being far too low to generate meaningful income or beat real inflation.

A sponsored ad focused on the strength of its AI agents for business, noting they can be tailored and integrated with existing tools.

IBM possesses a powerful enterprise moat and long-term stability due to its mainframe systems (OS/360, Z17), which have extreme backward compatibility, creating a very 'sticky' customer base and predictable revenue.

A retrospective comment noted that 'IBM was so early,' which is viewed as a historical observation rather than a forward-looking investment insight, as it lacks actionable advice or price targets.

Focusing on AI career education programs in a partnership with California, a strategy that solidifies its leadership role and builds a future talent pipeline.

Mentioned as an example of a company increasing its ratio of designers to coders, benefiting from the trend that supports Figma's growth.

Listed as one of several stocks that had a poor reaction to its earnings report, indicating a cautious or profit-taking mood among investors.

Recently sold off after reporting earnings, which is viewed as a potential warning sign for other large tech stocks.

Positioning itself with 'AI built for business' by focusing on smaller, more efficient AI models that can 'cut AI costs up to 90%,' offering a differentiated investment thesis in the enterprise AI space.