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What the street is doing, not what I think

What top X accounts are doing, not what I think

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IBM

International Business Machines CorporationEarnings 10/21Partly aligned
Close 232.14 (2026-10-16)28 days +1.1%1Y -17.5%28 d mentions 4

Stance mix of tracked accounts 2 accounts mentioned it · latest post counts

BullishNeutralNo stanceBearish
Bullish
0
Neutral
1
No stance
1
Bearish
0
Accounts BullNeuBearNone
@ripster47Views ›0102
@OptionsMikeViews ›0001

Consensus and splits Reasons (analyst tagged) and views from the past 14 days

Bull case
  • none
Bear case
  • none

Partly aligned. No clearly opposing views so far.

Current views Each account’s latest stance and reasoning; change is vs that account’s previous call
No stance
Catalyst · @OptionsMike flags a huge earnings week ahead, listing $NFLX $TSLA $CLF $BE $ISRG $IBM $META $GE $GM $LRCX $ABT $LMT $RTX $TXN $NOK $AXP $NEE $NOC $WDC $CMCSA $MMM $SLB $T $UAL $HAL $CME and others, with a calendar image.
2026-10-18 21:13 HKT Original post ↗
Neutral First call
Basis not tagged · Kicked out of some day-trades but swing/longs less affected. Short term swing portfolio is fine but long term positions in drawdown including $RDDT $TMDX $IBM $BULL $HOOD. $DELL $SKHY $BE $CRDO biggest AI drawdowns. Cut many positions today.
2026-10-17 05:51 HKT Original post ↗
Background How the narrative evolved over time, for context on current views

By week Last 4 weeks

  • 10/13–10/19 · 2 posts · Bull 0 / Bear 0
    @ripster47: Kicked out of some day-trades but swing/longs less affected. Short term swing portfolio is fine but long term positions in drawdown including $RDDT $TMDX $IBM $BULL $HOOD. $DELL $SKHY $BE $CRDO biggest AI drawdowns. Cut many positions today. (Neutral)
  • 10/6–10/12 · 2 posts · Bull 0 / Bear 0
    @ripster47: （@ripster47 轉發）Tenet 10 月 9 日早盤摘要，列出 $SPX $AAPL $NVDA $META $DAL 等一大堆代號與比特幣。 (No stance)
  • 9/29–10/5 · 0 posts · Bull 0 / Bear 0
    No discussion
  • 9/22–9/28 · 0 posts · Bull 0 / Bear 0
    No discussion

Key views and how they evolved Newest first

IBMEarnings 10/21 Neutral2026-10-17 05:51 HKTOriginal post ↗

Kicked out of some day-trades but swing/longs less affected. Short term swing portfolio is fine but long term positions in drawdown including $RDDT $TMDX $IBM $BULL $HOOD. $DELL $SKHY $BE $CRDO biggest AI drawdowns. Cut many positions today.

See original

💡While we kicked out of Park on Day-Trades at Tenet but Swing/Longs not so much Our Short Term Swing Portfolio is fine but long term positions drawdowns $RDDT $TMDX $IBM $BULL $HOOD you name it $DELL $SKHY $BE $CRDO Biggest AI Drawdowns Cut many positions today Hagw❤️

Image 1 ↗

Reasoning: Not tagged by analyst

No-stance mentions (3)
IBMEarnings 10/21 No stance2026-10-18 21:13 HKTOriginal post ↗

@OptionsMike flags a huge earnings week ahead, listing $NFLX $TSLA $CLF $BE $ISRG $IBM $META $GE $GM $LRCX $ABT $LMT $RTX $TXN $NOK $AXP $NEE $NOC $WDC $CMCSA $MMM $SLB $T $UAL $HAL $CME and others, with a calendar image.

See original

Huge Earnings Week on Deck!!! $NFLX $TSLA $CLF $BE $ISRG $IBM $META $GE $GM $LRCX $ABT $LMT $RNG $RTX $MXL $TXN $TCBI $NOK $FITB $CACI $AXP $NEE $NOC $STLD $WDC $MSCI $WDFC $CMCSA $ARGX $MMM $MEDP $PEGA $SMBK $SRCE $SLB $TSCO $T $VICR $UAL $NLY $HAL $HAS $HBAN $KARO $AGNC $ALLY $ALV $CME $CCI

Image 1 ↗

Reasoning: Catalyst

IBMEarnings 10/21 No stance↻ Repost of @TENETTRADEGROUP2026-10-09 20:44 HKTOriginal post ↗

（@ripster47 轉發）Tenet 10 月 9 日早盤摘要，列出 $SPX $AAPL $NVDA $META $DAL 等一大堆代號與比特幣。

Image 1 ↗

Reasoning: Not tagged by analyst

IBMEarnings 10/21 No stance↻ Repost of @TENETTRADEGROUP2026-10-08 20:40 HKTOriginal post ↗

（@ripster47 轉發）Tenet 10月8日早晨市場摘要，列出 $SPX $AVGO $ORCL $SPCX $AMZN $GOOGL $MU $PLTR 等一長串股票，沒有具體觀點。

Image 1 ↗

Reasoning: Not tagged by analyst

Fund flows or trade records mentioned in posts reflect only the account’s own claims, are marked “Per the post” and are unverified.

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