IBM
0Bull0Bear1Mention
Serenity @aleabitoreddit
Focused on AI photonics and semiconductor supply chains — sourcing asymmetric setups from bottoms-up value-chain research. Tracks CPO & optical modules closely, with ongoing deep-dives on SIVE, AAOI, LITE, POET.
Quick verdict
IBM is neutral (0 bull · 0 bear)
KOL maintains a neutral stance on IBM due to insufficient knowledge of its diverse revenue streams.
Last spoke: 07/14/2026, 14:41 · no conviction
8-10 confidence views use larger markers▲ Bull▼ Bear● Mention
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- @cragents Don't really have any strong opinion on $IBM since don't know enough about all their revenue streams. Was surprising to say the least seeing it drop 24.3% in a day tho after ER.
Ongoing takes on other optical names too
Beyond IBM, his viewpoint library also covers: