Have you seen Microsoft’s price over the last year. If AI doesn’t pan out they’re going to be the next IBM.

Agreed, and in my opinion he's 100% right. But I'm still invested in both.

The market hasn't been working on fundamentals for a long time. I have a fair amount of value stocks and a bunch of cash lying around, so I'll be ok.

I really feel for anybody trying to invest to grow right now; there's no obvious safer play.

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