《Andrew Arons Sees MU Growth Opportunity, IBM Value Play in "Early" AI Days》
IBM有显著上行空间；股价较52周高点低30%，加之125亿美元的AI订单储备，可能带来盈利超预期。
如你所知，我今天提到过，在我看来有两笔看起来会赢的交易，也就是 IBM 和 Home Depot。
As you know, I mentioned today that there are two that look like winning deals to me, namely IBM and Home Depot.
这显然属于这里的人工智能交易的一部分，但它仍远低于52周高点。是的，我一直在关注并推荐 IBM，由于量子计算领域正在发生的事情，这只股票一直非常波动，但他们在人工智能方面有125亿美元的可观订单储备。
It is clearly part of the AI trading here, but it is still well below its 52-week high. Yes, I have been watching and recommending IBM, and the stock has been very volatile because of what is happening in quantum computing, but they have a strong order book in artificial intelligence worth $12.5 billion.