Nanalyze February 5, 2025
Remember the ship that got stuck in the Suez Canal a few years ago? Strong winds caused the massive vessel to run aground along the narrow waterway, blocking billions of dollars of goods from getting to their respective markets. Like a fat man trying to navigate an airplane aisle on a budget airline, the Ever Given was simply too overloaded to respond quick enough to avoid getting stuck. The same could be said of big, bloated corporations like IBM (IBM), a stock that has been sinking under its own weight – until recently.
As we’ve documented over the years, IBM has been trying to pivot into a leaner organization by taking ozempic emphasizing AI and software over its iconic...
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