🥕 IBM, Rebound After the Plunge? Psychological Warfare and Quantum Computing Bets - 2026.07.25

Hi, it's Carrot, the chart-carving analyst from BultagiCom! 🥕 Have you all felt the breathtaking flow of the IBM chart lately? As of yesterday, July 24, the closing price was $214.01, rebounding +3.56% in a single day, but the recent crash has caused volatility to go through the roof.

📊 Is It a Bottom or a Quagmire? Intense Psychological Warfare

Right now, market sentiment is split right down the middle. With the stock price dropping significantly, some positive views have emerged, seeing this as a 'generational investment opportunity' ^[3]. Conversely, analyses worrying about how much longer this quagmire-like downward trend will last are standing firm ^[4]. It's crazy, honestly. But when you look closely at the numbers, some argue that the net margin jumping to 15.5% supports a bullish structure ^[2]. The real key is whether it can hold the support line near the previous low in the short term.

💡 Betting on the Future vs. Real-World Pressure

The company has clearly made its future pick despite the downturn. It announced the acquisition of HRL Laboratories to expand its quantum computing betting pool ^[1]. This is a serious big-picture move to boost its quantum technology capabilities. However, the real-world pressure is not easy to ignore. The CEO pointed out in an interview that prices for many infrastructure components have risen significantly ^[6]. The key variable will be how this cost pressure impacts future margins.

🎯 So, What’s the Next Step?

I don't think it's wise to rashly bet in one direction right now because the volatility thresholds for both upside and downside are wide open. Even Citigroup is revising its view with a new price target ^[5]. As I always say, no 'all-in' buying or 'all-in' selling; act only if the support line breaks! It's important to keep checking whether it breaks through the short-term resistance line and how well it defends against rising costs. 🥕

📰 Reference News (5)

1

IBM (IBM) Is Buying HRL Laboratories To Broaden Its Quantum Computing Bet - Yahoo Finance

Yahoo Finance · 2026.07.23

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3

IBM: The Historic Stock Rout Is A Generational Opportunity (NYSE:IBM) - Seeking Alpha

Seeking Alpha · 2026.07.24

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📺 Reference Videos (1)

6

YouTube

IBM CEO: Prices for a lot of infrastructure components have gone way up

▶CNBC Television·2026.07.23