Seen this movie with IBM before: acquisitions, rebrands, and then a slow grind toward profitability. If they execute on the AI services and hybrid cloud messaging, this could be the real pivot, not just another earnings pop.

HTPGibson 06/04

With rates still elevated and capex tight, enterprise buyers care about ROI. IBM’s focus on bundled AI services and hybrid cloud could resonate more than pure hardware. If demand stays resilient, margins might finally stabilize despite macro headwinds.

punppis 06/04

Bullish talk again, but guidance still feels cautious.

sithtimesacharm 06/04

$AAPL this is the best mag 7 to buy right now least exposed to AI only one that stayed calm while others see no returnsAAPL--

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sithtimesacharm 06/02

$MRVL $SPY $QQQ correction is coming soon no worries all overinflated pigs will bounce $SOXX is 78% above its 200-day moving averageMRVL--

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