Amidst all the AI hype, it’s crucial to look beyond the noise and focus on fundamentally sound investments. We took a look at IBM as a key case in point.
Instead of recommending the “hype stocks” in the AI space, we are focusing on companies that are positioned for long-term strength.
IBM is playing to its existing strengths, particularly in enterprise spend.
While there has been a lot of hype around smaller, related spending, these numbers are small and could easily fizzle out.
What really matters are the large, stable order books. Companies like IBM accumulate large orders that span 5 to 10 years.
This focus on long-term, accumulated, large-scale enterprise orders is key to sustainable success in the AI game.
What do you think, about this?
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