Some stocks, like shooting stars, streak across the sky and then disappear. But IBM is different. It has achieved an epic comeback, transforming itself from an "outdated tech company" into a major player in the field of AI infrastructure. Let's talk about the story of IBM today 🧵
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IBM was once synonymous with "boring old-school tech company". But it underwent a complete transformation: rebuilding its business around the following core elements. Enterprise AI - Hybrid Cloud - Red Hat - High-profit software From a financial perspective, IBM is anything but "boring."
The financial report figures have completely woken up investors: - Q3 results exceeded expectations across the board - Earnings per share (EPS) exceeded expectations - Revenue exceeded expectations - Full-year earnings guidance revised upward - Free cash flow reached $7.2 billion (year-to-date). Therefore, IBM's stock price has risen by more than 41% this year, easily outperforming the S&P 500 index.
Moreover, IBM's ambitions extend beyond AI. IBM and Cisco announced plans to build a quantum computing internet by the end of the 2030s. This is a long-term investment that, if successful, will redefine secure communications, scientific computing, and enterprise systems. If they can actually achieve this, it will become a strategic moat that competitors will find difficult to overcome.
@IBM @Cisco So, the core issue is: If IBM can maintain its execution capabilities, it will solidify its position as a core pillar of the AI and quantum era. But if it slackens even slightly, the market will quickly and ruthlessly correct itself.
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