$IBM(IBM)$ Whether you're wait

$IBM(IBM)$ Whether you're waiting for $190 or getting back in at $210, it doesn't make much difference for a stock that will likely be back in the $270-$300 range by year-end. In my view, we probably won't see it go below around $205 again. The major run-up typically starts about 2-3 weeks after earnings, though I wouldn't mind if it takes longer, as that just means more shares through dividend reinvestment.

Earnings are lower because client spending is shifting towards memory and hardware over IBM's software and consulting. That's understandable. But it doesn't mean those business sectors won't recover. The original move to $300 was driven by quantum speculation anyway, not legacy IBM services. So, why does the narrative shift so dramatically over a modest earnings miss? The reality is, it doesn't. It's a matter of showing some patience during the dip.

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