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To: E_K_S who wrote (67078)	10/22/2025 6:47:43 PM
From: Johnny Canuck	Respond to of 67754

A lot of the AI data center plays have been pretty much identified and they are trading at 52 week highs or had their big move. The issue is to track their earnings to see when there is weakness. Given the high valuation the whole eco-system, a single sign of weakness in one of the links i the chain will crash the sector quickly.

To: E_K_S who wrote (67078)	10/24/2025 3:34:48 PM
From: Johnny Canuck	1 Recommendation Recommended By E_K_S Read Replies (1) \| Respond to of 67754

It looks like we were correct when we were talking about how IBM has technology across the AI eco-system that it can leverage. I am not sure this announcement is as significant as the market thinks. If I understand it from the limited information available it is say IBM can run a simulation of a Quantum Computing algorithm on AMD chips. It does not say it can achieve the actual speeds of a quantum computing computing system. I think we heard a similar early stage break through be GOOGL on Wednesday. >>>>>>>>>>>>>>>>>>> IBM’s stock is having its best day since January, and quantum is a big reason whyA soon-to-be-published IBM paper discusses progress made in the realm of quantum error correction when using an AMD chip By Britney Nguyen Follow and Emily Bary Follow Published: Oct. 24, 2025 at 2:40?p.m. ET Listen (4 min) IBM is known for a lot of different technologies, but its quantum efforts have been getting more attention.Photo: Getty Images Referenced Symbols IBM +7.80% AMD +7.13% QBTS +4.78% IONQ +1.25% Shares of International Business Machines Co. were enjoying their best day since January as optimism builds around the company’s quantum-computing efforts. IBM IBM +7.80% announced a plan back in June to build what it calls “the world’s first large-scale, fault-tolerant quantum computer” by 2029, setting a path toward practical and scalable quantum computing. And on Friday, Reuters reported that the algorithm IBM said it had developed to enable error correction can run on chips made by Advanced Micro Devices Inc. AMD +7.13% , according to an IBM research paper reviewed by the publication. 00:00 / 16:06 I tried to live a tariff-free life. Here's how it went. See All Videos MarketWatch has since reviewed the paper, which cited “high accuracy and state-of-the art per-cycle decoding times” when running the algorithm on a field-programmable gate array chip from AMD. Don’t miss: IBM earnings show growth slowing in this key segment “IBM’s demonstration of a breakthrough quantum error-correction algorithm working with readily available AMD classical hardware is a milestone in our clear path to building IBM Quantum Starling, the world’s first large-scale, fault-tolerant quantum computer by 2029,” an IBM spokesperson said. The company added that “designing and implementing a way to do this at scale, and without requiring expensive GPU clusters, is a significant achievement to scaling useful quantum computers.” Jay Gambetta, who heads IBM’s research, told Reuters that not only has IBM’s algorithm been proven to work, but that it can do so on a chip from AMD that is already available and not “ridiculously expensive.” He added that “showing that the implementation is actually 10 times faster than what is needed is a big deal.” AMD didn’t immediately respond to a request for comment from MarketWatch. IBM’s stock was up 7.3% in afternoon trading Friday and on track to log its best single-day performance since a 13% rally in January, according to Dow Jones Market Data. And with the shares trading near $306, they’re on track to score their first new record closing high since June 30, when they closed at $294.78.