đŚ âŚIn my opinion, the stock has hit rock bottom. âŚAnd the company is in excellent financial health and highly profitable. âŚAnd its capital reserves are sufficient to continue enhancing itself, its business model, and its product in a meaningful and forward-looking way.
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@G_Capital Unfortunately, noâitâs still falling đđ The worst-performing stock in a year. Will it ever turn around? Earnings are due tomorrow eveningâmaybe, for a change, thereâll be some good news. But does anyone really believe that anymore?
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@IronEagle Thank you very much for your constructive input. âŚand yes, itâs more than obvious that you donât believe in it! âŚand as for the âworst stock in a yearââIâd be happy to disagree with you! The best investments rarely feel like a good idea when theyâre at their lowest point. The key is whether the underlying idea is still sound. For SAP, it is, in my view: strong profitability, market leadership, and a consistent shift toward the cloud and AIâŚ
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@G_Capital I hope youâre right. I really donât know where that optimism is coming from, though. Iâm really annoyed with the company because thereâs absolutely no positive news. Instead, Klein gives interviews suggesting that programmers wonât be needed anymoreâwhich sounds great in the context of disruption caused by AI.
SAP is the worst-performing DAX stock over the past year. What timeframe do you see for the stock to perform well? Iâve been invested in it long enough, but this time I donât see anything positive beyond the same old refrain that itâs a solid company. The stock market trades on growth and the future, not the past.
SAP is the worst-performing DAX stock over the past year. What timeframe do you see for the stock to perform well? Iâve been invested in it long enough, but this time I donât see anything positive beyond the same old refrain that itâs a solid company. The stock market trades on growth and the future, not the past.
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â˘@IronEagle The current weakness is primarily driven by uncertainty in the software sectorânot by a failed idea⌠IBMâs earnings report has added to the uncertainty. $NOW, on the other hand, delivered impressive results yesterday and is helping to shore up the sector. âŚand shows that IBM has its own problems and does not significantly represent the entire sector. Just be patientâweâre already at the very bottomâŚ
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@G_Capital But the uncertainty in the software sector has been going on for so long, and I donât see how software is supposed to become more important again as AI keeps getting better. When I look at the Datev programs at my law firm, Iâd give anything to not have to use them anymore and let AI take over. Iâve never worked with SAP, but I imagine itâs similarly outdated. And ServiceNowâs numbers were good, but once again, nobody on the stock market cares. They rose from -5% to -2% yesterdayâthatâs not exactly what Iâd call a sense of optimism. Weâll probably just have to be patient.
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2Mon
@G_Capital Today, for once, I really can't complain about $SAP đđ Have a great weekend!
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â˘@IronEagle THANK YOU! Do I detect a glimmer of optimism there? đ There are just some values that eventually need to spread their wings. I think SAP is on exactly that path⌠Have a great weekend!
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@G_Capital Come on, nowâyouâre exaggerating a bit with this rise :-) Is this really my favorite stock, rising like this ;-)? It would be great, of course, if it could hit 150 euros and stay above that level, rather than getting sold off right away. Letâs hope for the best!
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â˘@IronEagle âŚif even the big players in AI are now saying that software is the next big thingâthen things are really taking off. Letâs hope we break through > 150 and then > 179 very soon. âŚso then đ
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â˘@IronEagle $CRM...but he really helps out, too!
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