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Open original source ↗What $IBM will NOT admit is that it is highly at risk from direct enterprise AI-adoption, as $SBUX admitted last week. https://t.co/E6E8g1E3si
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Are investors finally beginning to connect the AI-risk dots at $IBM…?! Particularly given its India-centric body shop model, and recent software acquisitions. Still trading at a premium to the hyperscalers.
RealJimChanos ↗