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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (74318)	11/18/2023 10:04:32 AM
From: Sean Collett	Read Replies (1) of 78715

I think the changes IBM just made to their pension/401K system also already highlight a need to secure cash flows. This should give some caution on buying them is my view. Long-term this will give them some flexibility, but overall I don't take the change as bullish the stock today. I also think this whole situation with OpenAI is going to be problematic for the whole sector. Sam was one thing, but now you have a mass exodus taking place over the weekend. Three senior researchers just resigned as well as Greg Brockman their president. Could cause a huge disruption to those stocks that benefited from the AI boom over the past year - connected to OpenAI directly or not. -Sean

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