
Sign up to save your podcasts
Or


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
By Sowmy VJAmidst 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