IBM 这一页 5 条观点条目，其中 1 条方向发生变化。
有些股票看起来确实适合做空，而不是做多。比如IBM，这东西看起来要更低。
There are stocks that actually like look good short, not not long. Like IBM, this thing looks lower.
IBM 看起来很糟糕，看起来真的很看跌。IBM 唯一的问题不是它涨还是跌，我很喜欢它跌得更低。唯一的问题是止损放在哪里。入场点我们知道是在周五低点之下。止损可以放在这里以求安全，或者放在那里以求激进。
如果你想最大化回报与风险之比，就用紧的止损。如果你想确保自己不被止损出局，那么，没有什么能确保你不被止损出局。但如果你想降低被止损出局的概率，那就用更宽的止损。但当然，这会减少你能赚到的钱。这就是 IBM。
IBM looks horrible. Looks really bearish. Only issue with IBM is not whether it's higher or lower. I like it a lot lower. The only issue is where to place the stop. The entry we know is under Friday's low.
Stop can be placed right here for safety or for aggressiveness right there. If you want to maximize the reward to risk, you use the tight stop. If you want to make sure you don't get stopped out, well, there's no making sure you don't get stopped out.
But if you want to reduce the likelihood of getting stopped out, then you use the wider stop. But of course, that reduces your you what you can make. That's IBM.
IBM的图表不错。你知道吗？IBM上方确实有一个大缺口。我确实认为IBM看起来相当不错。你可以在229之上做多。它确实交易得不错。周五它确实交易得不错。所以，如果你想持有一些IBM，好，IBM今天早上在做什么？
今天早上有资金流向那里吗。是的，看那个。在缺口上方涨了三块。这给了你持有它的理由。看那个缺口。它正在填补一部分。所以，如果你持有IBM，你今天早上心情其实不错。
Um, IBM's got a nice chart. Yeah, you know what? IBM does have a big gap above. I do think IBM looks pretty good. You could be long versus 229. It did trade well. It did trade well on Friday.
So, if you want to be in some IBM, okay, what's IBM doing this morning? Did money flow there this morning. Yeah, look at that. Up three in the gap. This gave you a reason to be in it.
Look at that gap. It's filling some of it. So, you know, if you're in if you're in uh IBM, you're you're actually in a good mood this morning.
是的，完全同意。我还想聊今天最后一只股票。这更像是一家传统业务公司，我觉得它是参与主权 AI 热潮的一种有趣方式。我想谈谈 IBM，对吧？我的意思是，这不是一项新业务，算是一个家喻户晓的名字，而且它很有意思。
Yeah, absolutely. Well, and I wanted to hit one final stock today. This is more of a legacy business that I find to be an interesting way to play the sovereign AI boom. And I wanted to talk about IBM, right?
I mean, this is not a new business. This is sort of a household name. And it's interesting.
然后我在 IBM 上投入了 20，这是一个出色的传统标的，如今在企业解决方案、混合云，尤其是量子计算方面有大量敞口。我其实觉得它像是我最喜欢的、可靠的量子计算潜力股。如果量子计算像很多人认为的那样在未来起飞，IBM 将会是一个非常大的受益者。
所以我肯定会持续买入它们。即便没有量子计算，它也已经是一个非常安全的标的。现在再加上量子计算，就更添一层。它有很好的股息，估值也不错。所以我喜欢 IBM，它是我们投资组合最新加入的成员之一。
Then I spent 20 on um, IBM, great legacy play with, uh, now a ton of exposure to, you know, enterprise solutions, hybrid cloud, especially quantum computing. I actually think it's like my favorite kind of reliable sleeper play on quantum computing.
If quantum computing takes off in the future like so many people think it will. Um IBM is going to be a very big beneficiary. So I'll definitely be collecting them. It's a very safe play already without it.
Now you add quantum computing adds even more to it. Got a great dividend, good valuation. Um so I like IBM and it's one of our newest additions to to the portfolio.
