🔥 [Yangpa's View] From 1nm Chips to JPMorgan's Upgrade! IBM's Quantum Jump Begins 🚀 - 2026.06.25

Aha, the market is alive! What did I tell you~ Yangpa's intuition from 30 years in the market is spot on! Foreigners bought? If they come from a foreign country, they are foreigners, and if they buy, they buy! Hahaha. Now, everyone pay attention. This week's IBM news is no joke. The bell of opportunity is ringing!

📈 Software Acceleration, Wall Street Applauds

Isn't this something the market should applaud~! JPMorgan upgraded IBM's rating to 'Overweight' and raised the price target to $291 ^[1]. The analysis shows a clear acceleration in the software sector for the second half of the year ^[2]. As subscription revenues roll in, margins improve and cash flow becomes robust. Did you all see the stock surge 5.04% to close at $264 on the 23rd? Although it took a short breather at $258 on the 25th, this kind of fundamental improvement is a massive catalyst.

🚀 The Dual Engine of 1nm Chips and Quantum Momentum

The technological prowess is insane too. IBM unveiled a new nanostack chip packing 100 billion transistors using a sub-1-nanometer process. This is infrastructure innovation itself. Furthermore, as former President Trump signed two executive orders related to quantum computing, the spotlight is pouring onto IBM, a core company in quantum computing ^[3]. Trump even publicly admitted that selling his IBM stock in the past was a mistake ^[3]. Yangpa believes that IBM's complex growth story, extending from quantum technology to AI infrastructure and traditional software, clearly supports a bullish scenario.

☕ Alliance with Palo Alto, Expanding the Security Ecosystem

On top of this, Red Hat is teaming up with Palo Alto Networks to build a solution that blocks software security flaws at lightning speed. As the AI and hybrid cloud markets grow, security is life, and they are perfectly filling this gap. Interest rates dropped? If interest rates drop, stock prices must go up; do dropped interest rates go back up~ This is no joke! With the macro environment's expectations for easing adding up, the bullish scenario is becoming even more solid.

Now, let's all relax and enjoy the market trends! I'll be back with more amazing news next week!

📰 Reference News (2)

International Business Machines (IBM) Upgraded by JPMorgan as Software Growth Boosts Outlook - Insider Monkey

Insider Monkey · 2026.06.24

📰 View original

International Business Machines (IBM) Soars on New Analyst Upgrade - Yahoo Finance

Yahoo Finance · 2026.06.24

📰 View original

📺 Reference Videos (1)

YouTube

[Lee Hang-young's Hit & Beat] Stocks Trump Regrets Selling, Spillover of Korea-Triggered Crash, 4 Decisive Variables for H2 / MTN (Stocks, Securities)

▶MTN 머니투데이방송·2026.06.23