$IBM(IBM)$ ain’t sitting quietly anymore，dropping $150 billion over the next five years to beef up U.S.-based R&D, AI mainframes, and even quantum computing? That’s a serious power play. What caught my eye? They’re clearly taking a page out of $NVIDIA(NVDA)$ ’s book，scaling local compute infrastructure like they’re building the highways of the AI era. The launch of the z17 AI mainframe powered by their own Telum II chip? That’s no joke. Might not be the flashiest ticker out there, but this feels like one of those slow-cook winners you hold for the long game.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
