Substack · Grow or Die · Grow or Die, Chris Wood
My Quantum Security Power Ranking
The companies remaking the internet’s locks before quantum computers can pick them. We’ll start with #10 and work our way up…
US · 5 entries · 5 publications
IBM
IBM
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- Feb 25, 2026
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- Oct 23, 2026
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Jan 25 – Oct 26 · per month
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Alpha of every thesis on IBM at 1, 3 and 6 months and since publication, and the full chart vs its benchmark.Free during launch: log in or sign up with your email to see it.
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2Substack · Let's Analyze · Robert Ross
The AI Boom’s Weakest Link
AI demand is not slowing but financing is a problem...
Timeline
Newest to oldest- October 2026 2 entries
Substack · The Options Oracle · Edward Corona
🔔 Take Profit Alert: IBM | Locking In a 21% Gain
Three months of patience, a choppy chart, and a profitable exit. Time to take the money and move on.
Since publication −0.1% α −0.7 pp vs S&P 500 · USD
Substack · The Global Alpha by InCred Money · InCred Money
Fallen Angels of the AI Panic: These Companies Aren’t Dying, They Are On Sale
In February 2026, IBM lost over a tenth of its value in a single day- its worst since October 2000.
Since publication +14.9% α +16.5 pp vs S&P 500 · USD
- September 2026 1 entry
Substack · The Long View
IBM Claimed Quantum Advantage Three Times in One Day. Then 256 GPUs Answered in 37 Minutes.
IBM (NYSE: IBM), Rigetti (RGTI) and IonQ (IONQ) get the same test. The big one goes first.
Since publication IBM +11.6% α +12.0 pp vs S&P 500 · USD
- April 2026 1 entry
Substack · Asymmetric Node's Substack · Asymmetric_Node
Quantum Computing - Deep Dive Series (Part 2/2)
IONQ | RGTI | QBTS | GOOG | IBM | QUTB | ARQQ
Since publication IBM +3.5% α −5.8 pp vs S&P 500 · USD
- February 2026 1 entry
Substack · ETF Alert · Etf Alert
IBM Business Model At Risk? Anthropic's Claude Can Automate COBOL
Anthropic Wiped $31 Billion Off IBM's Market Cap. Here's What It Means for Your Software ETF Positions
Since publication +6.7% α −3.8 pp vs S&P 500 · USD
Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.