2D·

Heavy discount on AI & software

Moin,

After yesterday's trading day, I have decided to expand further tranches and open new tranches.

I have added to the following positions:

[+] Bought

$SAP (+0.64%) at an entry price of 168,24€ the share

$NOW (+1.19%) extended at an entry price of 109,74€ the share

$NET (-0.89%) extended at an entry price of 147,72€ the share

[+-] Restructured

I have also sold my $ETH (-4.6%) sold my tax-free position with 2-3% and $BTC (-1.45%) regrouped.

Entry price at 7000,112€

What do you think, are you still waiting or have you already bought one? :D

29.01

SAP

Bought x5 at €168.24

€841.20

8 Comments

Sansebastian@Sansebastian

I think it will still go down considerably this year. That's why I remain cautious

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Chris@IronEagle

@Sansebastian Even worse than yesterday? I found the new assessment by UBS (still Buy with a reduced price target of 255 euros) quite fitting: yesterday, 40 billion euros in market capitalization was destroyed because of 200 million fewer orders on hand. We shareholders could have simply pooled a few euros for orders - it would have been cheaper overall. I thought yesterday's crash was a bit violent - after all, they are not bankrupt but are making a profit of 7 billion after tax (twice as high as last year, by the way - but nobody was interested).

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Sansebastian@Sansebastian

@IronEagle sorry, I'm talking about the market in general! We will see even lower prices

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Chris@IronEagle

@Sansebastian What makes you so pessimistic? The AI bubble or Donald Trump? Of course, everything has already gone very well and there is some potential for setbacks.

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Sansebastian@Sansebastian

@IronEagle Actually neither of them. 2026 is a midterm election year in the USA. And these midterm years are often nervous because of uncertainties etc

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Gerry@gerry361

@Sansebastian Joa regarding Midterm it's like with weather forecasts :)

But I think reserving some cash is not a bad idea, especially with the announced IPOs this year :)

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Finanzaristokrat@Finanzaristokrat

When I look at the IT industry and they talk about SAP. Sorry. But they are anything but innovative.

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JH@DiosmioSanto

$NET 🚀. I wouldn't join $SAP. AI is making so many jobs in the IT sector obsolete. Companies that can adapt quickly will win. SAP can't keep up the pace, the German labor market is too inflexible and the EU regulation doesn't make it any easier. A hard sell for me.

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