$IBM - nice rebound from 2Q: TR g +5% vs 1% Q/Q, EPS +11% vs 5% Q/Q, SW +8% vs 5%, Infra +4% vs -7%, Consult in line. FCF $3B vs $2.5B - guide for '26 north $1B.
View original →Chief Investment Strategist, Head of Investment Solutions & PM at Hightower Advisors. CNBC contributor. Treasure family time & a good run. Proud BC alum.
Cite asCryptoQuant has tracked the directional calls on IBM by @Stephanie_Link on X since Jul 2026: not yet scored on IBM (as of Nov 11, 2026).
Other assets covered (14)
1 IBM call on record, a thin history.
Relative view by default: fewer than 30 IBM calls or days on record.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @Stephanie_Link to submit corrections.
Hover the chart to read the thesis of that period · click a day to pin it
$IBM - nice rebound from 2Q: TR g +5% vs 1% Q/Q, EPS +11% vs 5% Q/Q, SW +8% vs 5%, Infra +4% vs -7%, Consult in line. FCF $3B vs $2.5B - guide for '26 north $1B.
View original →Quantum Computing - 1st inning: $QNT: showed that each step up in code distance, the standard measure of how strongly a code protects against errors, cut its logical error rate by about 12x. $IBM
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