immagine del profilo
I think it will still go down considerably this year. That's why I remain cautious
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@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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immagine del profilo
@IronEagle sorry, I'm talking about the market in general! We will see even lower prices
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@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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immagine del profilo
@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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immagine del profilo
@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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immagine del profilo
When I look at the IT industry and they talk about SAP. Sorry. But they are anything but innovative.
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