$IBM(IBM)$ ain’t sitting quietly anymore，dropping $150 billion over the next five years to beef up U.S.-based R&D, AI mainframes, and even quantum computing? That’s a serious power play. What caught my eye? They’re clearly taking a page out of $NVIDIA(NVDA)$ ’s book，scaling local compute infrastructure like they’re building the highways of the AI era. The launch of the z17 AI mainframe powered by their own Telum II chip? That’s no joke. Might not be the flashiest ticker out there, but this feels like one of those slow-cook winners you hold for the long game.
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