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u/Corpulos

Reddit r/ValueInvesting
· tracked since May 2026
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 1
90d 1
Best Calls
IBM long +3.3%
Worst Calls
No live losers yet
Most Mentioned
IBM ×1
Recent Calls
IBM long 1 month ago
Win Rate 100% Long 1 Short 0
Win Rate
7d 100%
30d —
90d —
Average Return +3.3% Long Return +3.3% Short Return -
Average Return
7d +22.3%
30d —
90d —
Result
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IBM Internat... International Busin...
Long
May 27
$249.82
+3.3%
Q1 2026 revenue $15.9B (+9.5% YoY), operating margins +140 bps, earnings +20% YoY, P/E 22.6 (fwd 17.3), stock down 16% YTD. Low valuation and recent pullback create an entry point; IBM’s enterprise AI/quantum positioning could drive multi-year growth similar to Nvidia’s earlier phase. Bet on IBM as a value play with AI/quantum upside; risk/reward positive given current discount. Quantum timeline is uncertain; enterprise AI adoption may disappoint; competition from hyperscalers could erode market share.
Q1 2026 revenue $15.9B (+9.5% YoY), operating margins +140 bps, earnings +20% YoY, P/E 22.6 (fwd 17.3), stock down 16% YTD. Low valuation and recent pullback create an entry point; IBM’s enterprise AI/quantum positioning could drive multi-year growth similar to Nvidia’s earlier phase. Bet on IBM as a value play with AI/quantum upside; risk/reward positive given current discount. Quantum timeline is uncertain; enterprise AI adoption may disappoint; competition from hyperscalers could erode market share.
AI/Semi
REDDIT
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u/Corpulos has 1 trade idea tracked on Buzzberg across 1 ticker since May 2026. Most covered: IBM.