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Posted by
Two Blokes Mon at 9:45 AM -
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Stock
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I reiterate my buy rating on IBM, driven by a strong margin expansion potential in FQ2 compared to Q1. I further expect the expansion to continue for the next few years, driven by a few key catalysts. The top ones, as I see them, are the growth potential in software (in particular cloud and AI segments) and cost control discipline.
