could offer greater upside if AI-driven chip investment accelerates, but its guidance suggests expectations are already demanding.
remains a higher-risk recovery bet: autonomous driving and robotics offer enormous potential, yet weaker automotive and energy revenue make execution critical.
My verdict: IBM has the clearest near-term recovery case, while Lam Research offers stronger cyclical upside. A beaten-down stock is not automatically a bargain; the next move depends on whether future earnings can exceed expectations.
@Tiger_Earnings [财迷]
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