Old is new again, according to Mish Schneider. She thinks IBM Corp. (IBM) can break through $350 as investors realize its potential in the A.I. trade. She doesn't share that bullishness for Nvidia (NVDA). Mish says $135 will be a critical price target for the company to strengthen investor confidence. Tom White turns to a neutral example options trade for IBM and a neutral to bullish trade for Nvidia.