🔥 [BulTigi.com] Onion's Bullish IBM Scenario: $10B Quantum Bet and AI Ensemble! 🚀 - 2026.06.02

🔥 Ahem, the market is alive! ☕

Ahem, the market is alive! This is Manager Onion, the macro bull of BulTigi.com, greeting you! What did I tell you~ I said the bell of opportunity was ringing, right? My 30 years of watching the market isn't for nothing. Looking at IBM's recent stock price trend, isn't this the market applauding~! It closed at $320, up 7.60% on June 1st, and then closed higher again at $327, up 2.07% on the 2nd. My, my~ a bullish scenario is clear!

🚀 $10 Billion Quantum Bet, Perfect, Just Perfect! 📈

IBM announced they are investing over $10 billion in quantum computing. They are pouring funds into a roadmap to build the world's first fault-tolerant quantum computers, moving beyond today's leading systems. Building quantum computers to solve intractable problems, this is just perfect, perfect!

Moreover, the mechanism where AI models pause to 'think' before answering is also noteworthy. Thanks to 'Test Time Compute' and 'Chain of Thought' explained by Martin Keen, large language models (LLMs) are solving harder problems and boosting accuracy ^[1]. The combination of AI and quantum, this is a catalyst the market can't help but cheer for!

☕ Institutions Buying? Buying is Buying! 🔥

Investment firm Wedbush also sent strong confidence in IBM's AI business execution capabilities and raised its price target. The previous fears about AI transformation have now given way to incremental positive effects and conviction.

Wait a minute! Institutions bought IBM? If they are institutions, they are institutions, if it's a buy, it's a buy! Hahaha! This is no joke. Pincus Capital Management LP bought new shares, and Natixis Advisors LLC also increased its holdings. Of course, there are places that trimmed their positions like BNP Paribas and Minneapolis Portfolio Management Group LLC,, but in the big picture, the positive view of institutions is being supported.

Although GuruFocus's GF Value analysis currently says it's overvalued, the GF Score showing financials and growth recorded 77 out of 100. Reassessment of enterprise value is also actively taking place after the quantum computing and AI announcements.

Onion views IBM's $10 billion investment in quantum computing and proven AI execution this time as the core driver supporting a strong bullish scenario.

Now, let's all grab a cup of coffee and enjoy this hot market!

📺 Reference Videos (1)

YouTube

Why AI Models Pause to Think: Test Time Compute Explained

▶IBM Technology·2026.06.01