IBM Was 'Boring' - It's Now An AI Growth Machine (NYSE:IBM)

Core Viewpoint - The article discusses the underperformance of International Business Machines Corporation (IBM) shares and highlights the need for investors to be aware of this trend [1]. Group 1: Analyst Background - The analyst, Uttam, specializes in growth-oriented investment analysis, focusing on sectors such as semiconductors, artificial intelligence, and cloud software [1]. - Uttam has experience working in Silicon Valley with major technology firms like Apple and Google, leading teams [1]. - He co-authors The Pragmatic Optimist Newsletter, which is recognized by leading publications like the Wall Street Journal and Forbes [1]. Group 2: Investment Position - The analyst has a beneficial long position in IBM shares through stock ownership, options, or other derivatives [2].