You're seeing the fundamentals right. TSLA is insanely overvalued. All speculation.

From what I see id think IBM would be a fundamentally better bet if you were trying to profit from a huge over correction after it has fallen 32% from its 52 week high. But again im new at this and didnt have enough experience to feel confident to make that play. Maybe still not to late to take a position on its dips.

IBM will, likely, not exist in 10 years. I wouldn't drop a dime on them.

Interesting take! Why would you think that???

I bought a few shares of Tesla before the stock splits and sold enough to recover my original investment and then some. I'm gambling with the house's money now. I would also be interested in a discussion on Big Blue. White?

Well, I am certainly no White..... but I think if IBM accomplishes their stated goal of reaching large-scale fault-tolerant quantum computing by 2029 that certainly could be pretty big, especially if no one else beats them to it.

And then there is the fact that just last month they were the first semiconductor company to reveal a chip that was sub-1 nanometers, which many thought was not possible. That greatly increased the chips' memory capacity and also created a roadmap for shrinking chips even further. A pretty dang important component of AI, imo.

I wouldn't count IBM out!!

I don't have a good feeling about Big Blue either but they make take longer than 10 years to die. Look how long Sears managed to hold on.
I am not enamored with technical indicators but......it was just about exactly two years ago that IBM managed to punch through the 200 level which had acted as resistance for quite a while. Looks like there is a good chance they may break below that again.

On the fundamental level I think they are burdened with debt that could become an issue if market rates rise and they have to roll over some short term debt at higher rates. Their current ratio, quick ratio, and cash ratio all stink IMO........

The P/E and net margin are "ok" at this point but they seem to have lost the plot as far as the whole tech world is concerned. They pretty much depend on selling hardware and software to clients and financing that sale through the finance
arm of the business.

I think they are way behind the curve on AI and I think there are a lot of opportunities for other companies using AI to cannibalize IBM market share.
They remind me of INTC & CSCO back in 1997-2000. Just laying back thinking their reputation will carry them for years. I don't think that will happen.
Maybe if they spin off some portions of the business or hire different leadership willing to go another direction...........they might do better.

But for right now I agree with Keck. I would not take a long position. If you want to trade it I would do so with short puts and pay close attention.

Just my 2 cents

Quantum computing has been just around the corner for the last 30 years. Sure IBM MIGHT have a breakthrough. That could certainly be a game changer.

On the other hand..........it almost seems as though they are trying to defy the laws of physics in order to make it work.

It is difficult for me to even formulate a rational opinion about it when a guy needs to have a working knowledge of things like "non-Clifford Magic gates" or the "resource theory of magic"...........and you also need to be able to rationalize "something" being THERE and NOT THERE simultaneously. Heck I am doing all I am capable of to get logged in to TMAN these days.

Schrodinger's Cat is about the limit of my thought process on this subject.

First the Big Bang Theory and now T-man. Thanks for your thoughts on Big Blue.

If tesla and SpaceX merge, Tesla will be toast. Just wait and see what happens when the floodgates open when restrictions on insider and early investor selling happens. That stock just might see $50.00 a share. And it might need Tesla joining to borrow more money soon. And then there is that pesky Elon Pay Package to consider....share dilution might also be an issue. I will continue watching Tesla from the sidelines.

A guy could make a.case.tje whole stock.market is overvalued when comparing to historical people.ratios.

That guy wouldn't hear me argue. But, obviously some companies more than others.

… this post is like debating scratch off tickets for people with a net worth above two hundred dollars

How would you know about that?

… I’m not trying to start an argument now

… but what are you using .,, the robin hood app ?

INTC and CSCO are still around.....

I am in NO WAY indicating I think IBM is my #1 pick as a growth stock! More of a value stock with significant growth potential IF the stars align.

But I think the claim they'll be defunct in a decade is ludicrous.

I use Interactive Brokers.

Go home, son. The adults are trying to talk here.

… you need to invest less in the stock market… and more into doing the laundry

It's Saturday, son. I caught up on laundry today. You'd probably be better off if you invested in shares of Lonestar versus bottles of it. Just sayin'.

…. Ain’t this cute …. Ol gal trying to buck up in here

… you been watching clips of that strawberry blonde from yellerstone or what?

… you know that’s fictional right?