Helix

Focusing on Fundamentals in the AI Game


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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?

#AI #Investment #EnterpriseTech #IBM #StockMarket #Fundamentals



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HelixBy Sowmy VJ