SAP

Zach983

Windows, office and they also got Teams, azure, dynamics (Salesforce and netsuite and SAP competitor), copilot, power platform (power automate, power bi, power pages), github and LinkedIn. They pretty much own and run all the software any business would ever need. As their other product lines grow they'll just continue to dominate, especially if they grow their ERP and CRM offerings. They've built all these low code platforms with copilot built into it. Theres not really anyone close to them for B2B products. I wonder if the US government will try to break them apart at any point.

bkit_

SAP. Bought shares when I moved into the field due to HANA technology upgrade.

JangoDjarin

They cashed out SAP 

rshunter123

Europe likes SAP 🥰🥰

craZplantlady

My SAP puts are cooked

Grouchy_Seesaw_

Man, that was an AI heavy SAP earnings call.

Grouchy_Seesaw_

SAP earnings: AI AI AI AI AI AI AI

BlackStackofCrack

lol SAP is up 2% in after hours and GL will probably go up tomorrow once market opens.

ncaa_scammer

SAP ain’t up. It didn’t move

Worried_Quarter469

SAP booming, guess analysts needed to convert currencies or something Guess all AI/ cloud will be green tomorrow on SAP

Peppper

SAP misses and is up...?

ncaa_scammer

Fuck how did Globe Life and SAP not move at all???

dacalo

SAP tricked bears 😂

craZplantlady

SAP back up again

potato111a

SAP beat pretty hard so it might save NVDA

animositisomina35

SAP is just a car company now.

baller1able

Boy I'm glad I didn't follow my first mind to buy SAP and GL calls for earnings 😅

Worried_Quarter469

SAP didn’t lower annual guidance, bullish

Worried_Quarter469

SAP down AH, but impressive numbers. Dunno what analysts were expecting.

KnewTwoDiss

SAP and Cadence Ded - Looking great for my calls tomorrow 

csklmf86

SAP? What the hell is SAP? German sausage company?

taikotaki

SAP already down 3.5% AH

craZplantlady

SAP 

Nameless739

SAP earnings not going well

rshunter123

SAP dont disappoint me

rshunter123

Let's go, SAP!

WeStillDoUsernames

Anyone playing SAP?

craZplantlady

Why SAP puts?

Classic_Bullfrog6671

!banbet SAP 170 2D

Classic_Bullfrog6671

!banbet SAP 170 2D

Classic_Bullfrog6671

!banbet SAP 170 2D

Classic_Bullfrog6671

!banbet SAP 170 2D

Lost_Succotash1796

Can you ask your dad calls or puts on SAP

Final_Highlight1484

I believe businesses like SAP and ADSK have giant opportunities. Any ERP and engineering software the tech will lend itself to. Can't say no one is talking about this tho, but definitely not at that forefront of the conversation. AI applied to these areas will continue to improve efficiency if back office processes. That said, I would buy either right now as I think there will be better entry points in the future.

shadowpawn

Covered Calls on $DJT Monday are ready to print! My father who works at SAP saw the early results of the market on the mainframe

Remote_Pineapple_919

SAP, CNI, TSLA, SNAP puts JBLU, MSFT calls

Big-Extension3697

Getting SAP puts early

EmailioAddresstivez

Puts on SAP..earnings Monday AH. $$$

Lugnuts088

SAP = Stop All Production Atleast in my experience in manufacturing when switching to SAP.

OhNoMyLands

Shit is complicated as fuck but I don’t see how you could say this. “If you want it, modify all your internal…” In my experience the problem is usually the opposite. People modify SAP to suit their broken processes and it gets totally fucked up. Or they transition and the right people aren’t in place and the cost explodes. Usually it’s not the software, it’s the people.

anthro28

Anybody implementing SAP should crash. Literally crippled Kubota a year ago.  The entire SAP business model is "this is how our software works. If you want it, modify *all* of your internal shit to he compatible. That'll be $100M. Fuck you."

LayLillyLay

Where is the one dude from earlier that claimed his uncle worked on a SAP project for Netflix and advised that Netflix will crash?

No_Citron4928

SAP puts SPOT puts Meta calls how is Roku still fucking alive Tesla bankrupt IBM calls CAT>DOG VISA calls BOEING LMAO

papacheapo

Netflix doesn’t use SAP. Your dad is full of shit.

sevillada

"because he saw the financials' while working on a accounting software deliverable for SAP with Netflix as its customer. " You outing your dad for insider trading?

ldf_69

Netflix doesn’t even use SAP 😂

CliffDraws

SAP is the worst thing to ever happen to businesses. Unrelated, but I hate it.

moveovernow

Not even remotely close. That's like pretending Gorilla Glass is what matters for the iPhone or Foxconn. Or the dipshit company down the chain processing sand. You can tell ASML isn't so important by the tiny profit they're squeaking out of a gigantic tech ecosystem. SAP makes as much money, talk about embarrassing. If ASML were really that important, they'd have the profit to match. You need their machines like you need a datacenter; they all require datacenters too, so what. Nvidia is the most important company, followed by Microsoft.

BullMoose_207

All of the hyper scalers (aws, gcp, and azure), old players (SAP, cloudera, teradata, Oracle) and a ton of upstarts (coachroachDB, mongo, druid, dremio, starburst). +Databricks SNOW maybe the best now but can they hold on to the top spot for the next few years...? And even if they do they will always be splitting the market with these players and they will always have innovators breathing down their throat. It's always been a super crowded space - eventually it will be a race to the bottom - their competition doesn't have to be THE best they just need to be good enough which is scary for an investor.... Not a deep moat here

Odd-Beautiful-1390

Good summary. The world is going RTOS/Embedded OS with the rise of robotics, ADAS vehicles, medical devices, automated factory floors, automated warehouses, automated trains, planes, ships, space jets, etc. BB is the leader in this space with over 75% market share. No other software maker comes close, and that includes whales like MSFT, IBM, ORCL, SAP, AMZN and AAPL. Their two other competitors are Green Hills and Wind River. Both these companies have less than 25% of market share. Q4, 2024 was a major financial turnaround for BB. The backlog and the pipeline look robust. I expect bigger things to start happening from Q1 2025.

InIce1234

SAP isn't that bad. But overall Europe slept big on innovation over the last two decades, especially Germany. While the entire EU was struggling since the Financial- and Eurocrisis Germany wasn't hit that hard because they had excellent Export Goods like Cars, Carparts and Machines. China was a big customer of those goods. Over the years China became better at building those products on their own. Exports dropped and now the German economy is the one struggling. Long story short. Almost the entire EU was hit to hard by the crisis to invest into Tech and Germany took the wrong route with their bet on 100 year old industries.

Londonskaya1828

The problem there is that too many people would be in on the crime. The information would be transmitted via a chatroom and intercepted somehow. When I worked in financial journalism I often had access to market-moving information, but it wasn't always clear how much the market would move in response, or in which direction. In Europe, journalists receive quarterly earnings "under embargo" 20 minutes to 2 hours before the information is released to the market. This allows them to publish the articles at the exact moment that the press release is issued. It is all done on the honor system, but Europeans don't trade shares that much anyway. The best information I had access to as a financial journalist were the overall industry trends, but I was too poor and ignorant to really take advantage of this, although I use that type of thinking as an investor today. Example: Many years ago there was an up and coming business software company that no one in Europe had heard of or respected called Salesforce. It was trading at some sort of crazy multiple and I asked someone at SAP if they wanted to buy it. They said it was an interesting company, but too expensive/overvalued. If I had purchased $2000 worth of Salesforce back then I would have made a lot of money, but I didn't, based on what the SAP person said. Had I purchased the shares I don't believe it would have been classified as insider trading.

Fore-right-

Last week I was thinking the same exact thing. Today at work, I saw a true use case of AI that would take rate cases from public utility commissions translate that into pseudo code for SAP then AI is going to reverse engineer the code that we have in SAP and then compare the two to see if we’ve configured the system correctly.

BadArtijoke

It doesn’t mention AI at all, and unless you count any automation there is as „AI“, I doubt it has anything to do with that, especially when it’s also affecting sales. It might simply be due to better tools out there for setting up and configuring AWS instances in a secure way, which is what customers needed to do in the past to pass their audits, so it was non-negotiable. But if you have easy to use tools that help you do this, there is no need to go for the SAP style „get an expert consultant“ business model anymore.

rshunter123

Why is SAP up 4% AH?

iPigman

I'd prefer he consulted Oracle and SAP.

rshunter123

Feeling good about INTC and SAP earnings in April :)

GOWDA_BOY

Buy Oracle or Google , those two are the only two cheap tech stocks left which are worth it. Oracle for a well diversified software portfolio, you have the database, Java earning revenue for eons , Cerner for healthcare pivot , Oracle cloud and Netsuite for SAP competition. I guarantee you the stock is never going to drop for this company. Google is a even better deal

GOWDA_BOY

Buy Oracle or Google , those two are the only two cheap tech stocks left which are worth it. Oracle for a well diversified software portfolio, you have the database, Java earning revenue for eons , Cerner for healthcare pivot , Oracle cloud and Netsuite for SAP competition. I guarantee you the stock is never going to drop for this company. Google is a even better deal

startingwindows

What about VRT? Spreadsheet says 32.5% gain. Think this one has more potential than NFLX or SAP?

suwoopdeewoop

Already bookmarked in my browser 🚀 you’re a g It says NFLX and SAP are ignores? Or is that just a key for reading colours?

Verzogerung

NFLX & SAP up, CSGP down

AwesomeOrca

* Great budgets, typically 110% of the market is the target. They also are generous with signing bonuses that have clawbacks over a 12-36 month period and lead to really high retention. * Zero tolerance for being understaffed. If a position is open, they bring someone in from a staffing company immediately and then take their time to find the person on a permanent search. They never compromise standards or process on the perm side. * They prioritize accomplishments over pedigree when it comes to candidate resumes, i.e., they tend to be much more impressed by the Governors State grad with a 4.0 GPA than a Notre Dame grad with a 3.0 GPA. * The interview process is intense but deliberate: HR, HM, Peer, Behavioral Panel, and technical assessment. They give candidates a $500 gift card for doing the case study regardless if their hired. The entire process is communicated to candidates up front, and they are given direct feedback on how they did with each step. * Hiring managers extend offers directly to candidates rather than HR who follow up later to answer any questions and explain benefits. Both Hiring Manager and HR are diligent about checking in with candidates and addressing concerns throughout the period between their exeptance and start. * IT schedules a time to drop off your laptop at your home and get you logged into everything before you even start. * New employees do a 4-12 week rotation with "downstream" functions before they start their actual roles so they have a strong understanding and appreciation of what they are supporting at corperate. * Additionally, new employees are assigned a "mentor" who is senior to them but not their manager and a "guide" who is peer level but not necessarily in their department. These additional points of contact and support in my experience tend to be actually good about checking in with new hires and helping them navigate the company culture as well as be outlets for questions or concerns a new employee doesn't want to bring directly to their team or manager. * Job descriptions are two to three times longer and much more detail than most manufacturers I work with. Employers have a very clear understanding of their role and how sucess is going to be measured. * Training for your actual role is customized based on your prior experience, i.e., if you are joining the accounting team from another company that uses SAP they'll only schedule a few hours on that but if you've never used that software they might schedule you for 20 or 30 hours of training over your first couple of weeks. * Training and development in general is prioritized across the company. It's very common when scheduling interviews to come across weeks that hiring managers are out for conferences or professional development courses. * Overall, the culture is very open to feedback and criticism and rewards talent that offers solutions or bring good practices from competitors instead of just dumping additional responsibilities on the squeaky wheel.

OppositeArugula3527

Microsoft and all companies use your data but they don't act like they are doing you a favor. Apple is dishonest about it...they do it but act like they are protecting you and thats not true..but that's not the focus of this lawsuit. That was just my personal gripe. Office does have a monopoly but they don't wall you in. You can freely use whatever add-ons for office or excel in conjunction with other sofrwares from say SAP and Oracle. Microsoft then doesn't demand a % fee for revenues generated using office. That's what the licensing fee is for and how Apple should operate.

Affectionate-Idea690

Moody's upgrades SAP's rating to A1, outlook stable.

dkrich

What I didn’t get about this presentation is they talked about how they are going to create an abstraction layer that will essentially render software developers and business analysts obsolete because you can just deploy specialized bots to do the engineering for you, because each bot will be proficient in different things. So for example you’re a giant retail company and need to make updates to your SAP application. Instead of translating what you need to expensive people highly trained in SAP, you just send the directions in plain English to the bot and it goes to work. Sounds cool. But if that works why do you even need SAP in the first place? SAP is just software with a proprietary language that’s designed to manage inventory. If the bots are so smart, in theory shouldn’t they know how to manage inventory better than a rigid software system? This is what I have a hard time believing about this. Are you actually training bots to think for themselves or are you training them to just sit on top of expensive software as yet another abstraction layer? It seems like the latter and that being the case I promise you that even if it works as expected which it almost certainly will not, you will still need people who understand the underlying tech so the cost savings will be minimal.

ATL_we_ready

SAP

StreetVet44

And “IT CO’s like SNOW & SAP are sitting on digital gold mines” Jensen H

HorrorAd1613

getting a picture of a cat after typing in cat is great, but the rest of these applications are sounding a bit 'blockchain will change the world'-y. you can ask the SAP building how its doing? eh?

VictorFromCalifornia

Calls on SAP, Snowflake, Netapp, and Dell.

losingcabinpressure

this boring stuff with SAP and Servicenow is where the real $$$ is. Not Cats.

R3V0LUT10N909

SAP buy?

ximlafay

that was the most bullish thing he could have possibly said about SAP

lelmeester

SAP 

Chad__Tyrone

2 hours and 10 minutes roughly according to NVDA site until Jensens on stage speech and conference (1-3PDT at the SAP center in SJ). Most will be shuttled to and from the arena. The question how will the market and stock react.. hopefully 🚀

bossonhigs

"According to recent data, the top 10 companies investing in AI are Google, Facebook, Amazon, Microsoft, IBM, Baidu, Intel, Alibaba, Tencent, and SAP. Google leads the pack with a whopping $30.7 billion invested in AI." https://preview.redd.it/oudh2u1zwunc1.png?width=1024&format=png&auto=webp&s=1fd8b7ea349d07d7b648760e05fe0c345d6c93aa And all that cash is pouring to Nvidia. For people to be able to make internet memes.

Smart_Entrance4328

From the Nvidia promo: FOMO Alert: Discover 7 Unmissable Reasons to Attend GTC 2024 Prepare for an unforgettable experience with tech's biggest names — from Adobe to Zoox. Expect groundbreaking sessions, unparalleled networking and, yes, our legendary candy bar in the heart of Silicon Valley. February 22, 2024 by Claudia Cook Share “I just got back from GTC and ….” In four weeks, those will be among the most powerful words in your industry. But you won’t be able to use them if you haven’t been here. NVIDIA’s GTC 2024 transforms the San Jose Convention Center into a crucible of innovation, learning and community from March 18-21, marking a return to in-person gatherings that can’t be missed. Tech enthusiasts, industry leaders and innovators from around the world are set to present and explore over 900 sessions and close to 300 exhibits. They’ll dive into the future of AI, computing and beyond, with contributions from some of the brightest minds at companies such as Amazon, Amgen, Character.AI, Ford Motor Co., Genentech, L’Oréal, Lowe’s, Lucasfilm and Industrial Light & Magic, Mercedes-Benz, Pixar, Siemens, Shutterstock, xAI and many more. Among the most anticipated events is the Transforming AI Panel, featuring the original architects behind the concept that revolutionized the way we approach AI today: Ashish Vaswani, Noam Shazeer, Niki Parmar, Jakob Uszkoreit, Llion Jones, Aidan N. Gomez, Lukasz Kaiser, and Illia Polosukhin. All eight authors of “Attention Is All You Need,” the seminal 2017 NeurIPS paper that introduced the trailblazing transformer neural network architecture will appear in person at GTC on a panel hosted by NVIDIA Founder and CEO Jensen Huang. Located in the vibrant heart of Silicon Valley, GTC stands as a pivotal gathering where the convergence of technology and community shapes the future. This conference offers more than just presentations; it’s a collaborative platform for sharing knowledge and sparking innovation. Exclusive Insights: Last year, Huang announced a “lightspeed” leap in computing and partnerships with giants like Microsoft to set the stage. This year, anticipate more innovations at the SAP Center, giving attendees a first look at the next transformative breakthroughs. Networking Opportunities: GTC’s networking events are designed to transform casual encounters into pivotal career opportunities. Connect directly with industry leaders and innovators, making every conversation a potential gateway to your next big role or project. Cutting-Edge Exhibits: Step into the future with exhibits that showcase the latest in AI and robotics. Beyond mere displays, these exhibits offer hands-on learning experiences, providing attendees with invaluable knowledge to stay ahead.

trainwreck001

The keynote will take place at the SAP Center, a venue normally reserved for concerts, as it has a lot more capacity than the San Jose Convention Center. There will be more than 300 exhibitors. “Jensen has a lot of star power,” Estes said. NVDA $6K 

spagetzzi

They make pretty impressive erp software built in house. Most out source this. SAP is valued at 235bil and that’s one of their main functions

shut_up_and_smile

I guess we’re both kind of right. The keynote speech is at 1 PM at SAP center but there is also stuff at the convention center after the keynote speech

kaybong

Oracle’s main product is database, which is more similar to SNOW and MDB. They also make significant revenue from ERP applications similar to SAP, and have SaaS tools for various industries similar to Workday, Zendesk, etc. They do have a few hardware solutions. Also they acquired Sun Microsystems and thus own Java the programming language and Solaris the operating system and SPARC the server rack. Oracle also has a massive cloud services division, similar to Amazon AWS and Microsoft Azure. SPARC as a system has been in a bit of a downturn, so we’ll see how much AI boost Oracle gets from that product line.

shut_up_and_smile

I work at the SAP center where the Nvidia conference is I just want to tell them thanks for making me 100k + richer

Sea-Move9742

Lol Eurocope. 99% of the most important tech companies we use on a daily basis do not come from europe. A continent of 700 million people and the best tech company it can muster up is fucking SAP 🤣

simons700

My worry for Apple and Google is that Ai will never be something the Enduser is using or if he is, he is not going to pay for it. I think Ai is best used in Professional SW tools that can Code, make Movies or Games. Also database stuf like SAP.

zg44

ORCL earnings next week, I think it'll be hugely positive (similar to DELL, IBM, and SAP), pretty similar lane as a mature tech corporate infrastructure play, and those have done great this quarter.

Ok_Monk219

Companies are buying GPUs to ramp up AI applications inside their own products. Soon enterprise software will have include some sort of AI support for end user , SAP, ETL types like informatica, SAS. Anything that runs of an oracle database is a good candidate. I am just scratching the surface here

WickedSensitiveCrew

>- Granola -- for big European companies GSK, Roche, Nestlé, L'Oréal, LVMH Moët Hennessy Louis Vuitton, Novartis, Novo Nordisk, ASML Holding, AstraZeneca, SAP and Sanofi. I honestly never heard this acronym. This sub barely talks about LVMH for example.

Vast_Cricket

Once a stock-market trend has been identified and named -- think FAANG or the Magnificent Seven -- the headiest gains are typically past. But riding a trend after it has been named can deliver market-beating returns for another year or so before the trade loses momentum and gives back some of the gains. To study the performance of named stock-market trends, my research assistants (Matthew Rickard and Camila Marín Builes) and I did a deep-dive on eight named trends over the past 10 years that were popularized by the mainstream media and covered by more than three such organizations. The final list of named trends we researched was: \-- Watch -- for retailers Walmart, Amazon.com, Target, Costco Wholesale and Home Depot. \-- FANG -- for tech titans Facebook parent Meta Platforms, Amazon, Netflix and Google parent Alphabet. \-- FAANG -- for Facebook, Amazon, Apple (the second A after 2017), Netflix and Google. \-- Granola -- for big European companies GSK, Roche, Nestlé, L'Oréal, LVMH Moët Hennessy Louis Vuitton, Novartis, Novo Nordisk, ASML Holding, AstraZeneca, SAP and Sanofi. \-- The Magnificent Seven -- for tech giants Nvidia, Tesla, Meta, Apple, Alphabet, Amazon and Microsoft. \-- MT SAAS -- for cloud-computing players Microsoft, Twilio, Salesforce, Adobe, Amazon and Shopify. \-- BAT -- for Chinese tech firms Baidu, Alibaba Group and Tencent. \-- Cloud -- for emerging cloud-computing stocks, notably PayPal, Zoom Video Communications, Vimeo, Dropbox, Alphabet, Adobe and Salesforce Smaller named trends like Mamaa (Meta, Apple, Microsoft, Amazon and Alphabet) and Emcloud were omitted because of overlap with other named trends, and their inclusion wouldn't have changed results. From first mention Next, we identified the first date each trend was mentioned in the popular press. Then, for each named trend we looked at the stock returns around this date going back 24 months before the zero-date (date of first mention) and 24 months after the zero-date. For each named trend, we use an equal weighting to calculate the return of the trade. So, for instance for FAANG, we applied a 20% weight to Meta's return, a 20% weight to Apple's, a 20% weight to Amazon's, 20% to Netflix and 20% to Alphabet. Finally, we calculated the cumulative excess returns over time for each named trend, where the excess return is the return for the trade minus the return on the S&P 500. The first interesting finding: When we look at the average of all these eight named trends, we see considerable price run-up before the trade being named. For the 24 months before the zero-date, we see the average named trend deliver 36% in excess returns. This means that if you magically knew about a new named trend before it happened, you could earn 36 percentage points above the S&P 500 for the two years before it was named. Worth the ride, until... But even if you don't have this magical foresight, it still doesn't hurt to ride a trend once it has been coined. On average, once the trend has been named and looking ahead 12 months, an investor can still earn about 13 percentage points in excess returns. Yet 12 months following the naming is about the best you can do as returns peak at this point on average and decrease a bit subsequently. From the 12-month mark to the 24-month mark after a trend has been named, the average named trend lags behind the S&P 500 by about 2 percentage points. When we look at the individual named trends, it might surprise people that the two best trades from the zero-date to the 24-month mark in our sample were the BAT and Cloud trends -- both earning more than 60% in excess return over the two-year period once they were coined by the press. On the other end, the MT SAAS trade did the worst, dropping more than 95% in excess returns over the two-year period after being named. All in all, this means your best option is to jump on a named trend as soon as you first hear about it -- provided you haven't been too late to the party -- and ride the initial momentum, if it happens. But if you get in past the 12-month mark, the returns might not be so magnificent.

Vast_Cricket

Once a stock-market trend has been identified and named -- think FAANG or the Magnificent Seven -- the headiest gains are typically past. But riding a trend after it has been named can deliver market-beating returns for another year or so before the trade loses momentum and gives back some of the gains. To study the performance of named stock-market trends, my research assistants (Matthew Rickard and Camila Marín Builes) and I did a deep-dive on eight named trends over the past 10 years that were popularized by the mainstream media and covered by more than three such organizations. The final list of named trends we researched was: \-- Watch -- for retailers Walmart, Amazon.com, Target, Costco Wholesale and Home Depot. \-- FANG -- for tech titans Facebook parent Meta Platforms, Amazon, Netflix and Google parent Alphabet. \-- FAANG -- for Facebook, Amazon, Apple (the second A after 2017), Netflix and Google. \-- Granola -- for big European companies GSK, Roche, Nestlé, L'Oréal, LVMH Moët Hennessy Louis Vuitton, Novartis, Novo Nordisk, ASML Holding, AstraZeneca, SAP and Sanofi. \-- The Magnificent Seven -- for tech giants Nvidia, Tesla, Meta, Apple, Alphabet, Amazon and Microsoft. \-- MT SAAS -- for cloud-computing players Microsoft, Twilio, Salesforce, Adobe, Amazon and Shopify. \-- BAT -- for Chinese tech firms Baidu, Alibaba Group and Tencent. \-- Cloud -- for emerging cloud-computing stocks, notably PayPal, Zoom Video Communications, Vimeo, Dropbox, Alphabet, Adobe and Salesforce Smaller named trends like Mamaa (Meta, Apple, Microsoft, Amazon and Alphabet) and Emcloud were omitted because of overlap with other named trends, and their inclusion wouldn't have changed results. From first mention Next, we identified the first date each trend was mentioned in the popular press. Then, for each named trend we looked at the stock returns around this date going back 24 months before the zero-date (date of first mention) and 24 months after the zero-date. For each named trend, we use an equal weighting to calculate the return of the trade. So, for instance for FAANG, we applied a 20% weight to Meta's return, a 20% weight to Apple's, a 20% weight to Amazon's, 20% to Netflix and 20% to Alphabet. Finally, we calculated the cumulative excess returns over time for each named trend, where the excess return is the return for the trade minus the return on the S&P 500. The first interesting finding: When we look at the average of all these eight named trends, we see considerable price run-up before the trade being named. For the 24 months before the zero-date, we see the average named trend deliver 36% in excess returns. This means that if you magically knew about a new named trend before it happened, you could earn 36 percentage points above the S&P 500 for the two years before it was named. Worth the ride, until... But even if you don't have this magical foresight, it still doesn't hurt to ride a trend once it has been coined. On average, once the trend has been named and looking ahead 12 months, an investor can still earn about 13 percentage points in excess returns. Yet 12 months following the naming is about the best you can do as returns peak at this point on average and decrease a bit subsequently. From the 12-month mark to the 24-month mark after a trend has been named, the average named trend lags behind the S&P 500 by about 2 percentage points. When we look at the individual named trends, it might surprise people that the two best trades from the zero-date to the 24-month mark in our sample were the BAT and Cloud trends -- both earning more than 60% in excess return over the two-year period once they were coined by the press. On the other end, the MT SAAS trade did the worst, dropping more than 95% in excess returns over the two-year period after being named. All in all, this means your best option is to jump on a named trend as soon as you first hear about it -- provided you haven't been too late to the party -- and ride the initial momentum, if it happens. But if you get in past the 12-month mark, the returns might not be so magnificent.

Flashy-Priority-3946

I’m not going to act like I know much of the Microsoft CRM. But most blue chip mega cap companies all have their own CRM that is built in with the ERP, SCP or SAP in general. And the cost for their license is probably a lot different too. Salesforce is a company specialized in just CRM that provides easy integration to whatever structure the company already has. Because in reality no one starts with Microsoft SAP.

AgentFaulkner

Salesforce does not directly compete with PANW. I'm expecting their movement to move more in relation to SAP.

Hot-Luck-3228

I totally hear you. But at some point price is not your only concern; and customisations start to bite you. If you have an organisation that is not struggling with the following - happy to hear that for you; you have a competitive advantage. From a more traditional company example; you can check why Lidl ended up blowing half a billion on SAP and had to go back to their own system - because one uses purchase prices for their system and the other uses retail prices. Such a trivial sounding differences end up becoming big monsters to deal with so to speak.

VanguardDeezNuts

SAP SE's weekly chart...

Particular_Pizza_203

Mercedes beat market expecactions over 13%. Knorr beat it over 18%. They are other companies too which have earnings calls at the same day as nvidia. The Dax movement was mostly the car industry which jumped over 4% bcs the largest company and a synergist beat market expectations with a huge gap. Nvidia most likely pumped up SAP and Infineon which only jumped <1% in total. It could even be daily fluctuations at that point. Believing that Mercedes jumped 5% and Knorr +9% because of Nvidia and not because of their earnings is just ignorance. Of course other markets influence each other but only knowing of one event and correlating it to every other event without researching it any further isnt a sign of a well thoughout view of things.

AP9384629344432

More assorted weekend comments: - [Article on Europe's Granola 11 vs. the Mag 7](https://www.ft.com/content/b87e7bd6-b2be-43ca-bf03-a221383a8a92). It turns out it's not just in the US where a small handful of high quality companies are driving most of the market's gains. The Granola is composed mostly of pharma companies (GSK + Roche + Novo Nordisk + Novartis + AstraZeneca + Sanofi) but also includes, ASML, Nestlé , L’Oréal, LVMH, and tech company SAP. "In the past 12 months the group has accounted for 50 per cent of gains on the Stoxx Europe 600 index. [...] The Granolas [...] climbed 18 per cent over the past 12 months beating the Stoxx 600’s 7.5 per cent rise over the same period." Their share of the Stoxx 600% is 25%, compared to Mag 7's 28%, but only have a combined market cap of $3T vs the Mag 7's $13T. Their their total return has actually [beaten the Mag 7's since the start of 2021](https://i.imgur.com/iGHB0Bp.png), mostly because they never tanked the way Mag 7 did in 2022. Currently they are much cheaper at 20x forward earnings vs. the Mag 7's 30x. Maybe concentration by megacaps is becoming the new normal around the globe, rather than being some unique feature of the US and its tech giants. - [German investment into the US is soaring](https://i.imgur.com/mhm3R8N.png), while its investment into China stagnates. [Examples of some of the jobs](https://i.imgur.com/4jmqihM.png). It's hard to overstate just how influential the Inflation Reduction Act has been in generating a flood of investment from abroad. Other than the Infrastructure Bill, the IRA is arguably the biggest legislative accomplishment of the last 4 years. But this investment from abroad reflects not just US tax/stimulus incentives but also longer term advantages of doing business in America such as cheap energy and relatively light regulations compared to Europe. [Full FT article](https://www.ft.com/content/bca7837a-6ac4-4ed1-ab73-18fbdfa5f1da). - I have a small position in Daktronics (90 shares at $8.12 cost basis). Almost forgot about it [but I made a brief comment introducing the company](https://www.reddit.com/r/stocks/comments/18vu4qb/rstocks_daily_discussion_monday_jan_01_2024/kfutfhn/) on New Years Day. An way better write-up can be found in a recent post on the [Value Investors Club.](https://valueinvestorsclub.com/idea/DAKTRONICS_INC/7741731149) The earnings call is coming up on Wednesday, Feb. 28th pre-market, and that will determine if I close this position or expand it. I'm basically watching out to see if the one-time hits to earnings last quarter were in fact one-time, whether backlog increases, if the gross margin increase reflects a structural improvement (e.g., from automation), etc. The VIC write-up makes a compelling case that they are a market leader in this niche and how an upgrade cycle combined with rising demand in general will boost both growth and margins.

moru0011

companies with existing customers to whom they can sell ai enhanced sevices. e.g. SAP, Salesforce, Hubspot. Nobody can afford to not use their systems once they add tailored AI based automation

silentjxhn

> Blackrock, Fidelity, and the many other investment funds offering Bitcoin ETFs (not to mention the SEC, CFTC, and an entire industry of Bitcoin-related companies). Then of course you have the many millions of global users. plus VISA, Mastercard, JP Morgan, SAP, Paypal, EIB, Bank of Australia, Singapore, Rio De Janeiro, Reddit, dozens of luxury brands, thousands of corporate retail brands (McDonalds, Starbucks, etc), Microsoft, Amazon, etc etc etc... even reddit itself But yea some cheeto-fingered /investing redditors with basically no skin in the game thinks it's comparable to tulips.

silentjxhn

Crypto is settling $30+ Billion per day in value (more than Amex, Mastercard, Paypal). Crypto has $160 Billion locked in defi. Crypto has generated over $5 Billion in protocol fees over the past year. There's institutional adoption galore (visa, mastercard, JP Morgan, SAP, EIB, Paypal, Blackrock, on and on and on). Total marketcap of crypto is over $2 Trillion. If you can't see the usefulness, we cannot help you.

supremestoic

Have you heard of SAP, Mercedes, Airbus, etc Sir?

rustyhilton2

SAP Concur is next?