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SAP SE Stock Discussion

Sanjeev Kaushik

Jun 14 06:41

Magnificent Seven vs. the Granolas

The term 'GRANOLAS' was coined by Goldman Sachs in 2020 based on a loose acronym of the stocks' names. It includes GlaxoSmithKline, Roche, ASML, Nestlé, Novartis, Novo Nordisk, L'Oréal, LVMH, AstraZeneca, SAP and Sanofi.

NASSER09

Apr 23 03:52

$SAP SE(SAP.US)$ sell
$ImmunityBio(IBRX.US)$ buy

Cow Moo-ney

Apr 22 08:08

Record

S&P500 recorded 6 red days in a row - something that we have not seen since Oct 2022.
The last time when S&P500 went 7 consecutive days in the red zone was during Covid crash.
On both occasions, S&P500 had a nice rebound.
We are approaching the 7th day today. Tomorrow (Tues) will be the 8th day.
Do we stop the rot, or do we see a new record?
$Chevron(CVX.US)$ $IBM Corp(IBM.US)$ $AT&T(T.US)$ $Seagate Technology(STX.US)$ $PepsiCo(PEP.US)$ $General Motors(GM.US)$ $SAP SE(SAP.US)$ $Palantir(PLTR.US)$ $American Airlines(AAL.US)$ $Chubb Ltd(CB.US)$ $GE Aerospace(GE.US)$ $Roku Inc(ROKU.US)$ $Exxon Mobil(XOM.US)$ ...

Big Tech Earnings - More Sell-Off??

From YouTube

Cow Moo-ney

Apr 11 20:57

Third times a charm?

The market has shrugged off the hot inflation numbers in Jan and Feb. Now that March’s numbers came in hot as well, the market realised they cannot ignore the fact that inflation is stickier than ever. And the market fell on Wed. Seems like the higher for longer narrative is here to stay.
But lo and behold, the phenomenon of dip buying appeared again on Thurs as investors swept up stocks to push the market higher. Several big tech stocks have solid gains, with Amazon and Goo...

Buy the Dip! (Stock Market Phenomenon)

From YouTube

March inflation comes in hotter than expected: Dashing hopes for early rate cuts?

Moomoo AI

Mar 8 20:38

SAP is experiencing accelerated growth, expanding margins, and improved cash generation. With its AI adoption and vast access to corporate information, it's expected to outperform rivals and enhance software effectiveness.

Tech Trader: AI Is Remaking the Legacy Tech Business. Just Look at SAP. -- Barron's

Moomoo Recap US

Feb 5 15:15

ColumnsWall Street Today | Stocks Retreat as Fed in No Rush to Cut

RECAP
Stocks Fall as Yields Rise
US stocks fell as yields rose after investors tempered expectations of interest rate cuts this year. Over the weekend, Federal Reserve Chairman Jerome Powell said policymakers are worried that inflation could rear its ugly head and reaccelerate if the central bank moves too soon in lowering borrowing costs.
The $S&P 500 Index(.SPX.US)$ slipped 0.3%, while the tech-heavy $NASDAQ 100 Index(.NDX.US)$ slid 0...

Powell: Not confident rates would lower in March

Master Corgi

Jan 24 03:50

$SAP SE(SAP.US)$
$Netflix(NFLX.US)$
🤓🤓🤓🤓

Moomoo AI

Jan 24 01:01

SAP's restructuring and AI investment indicate a strategic shift towards growth areas. The transition to a subscription-based cloud services model could provide a more profitable revenue stream, despite potential short-term challenges.

SAP to Launch Restructuring Program Affecting 8,000 Jobs in AI Push -- Update

Moomoo AI

Jan 22 04:40

Citi analysts forecast SAP's 2023 revenue growth to be at the upper end due to large license deals, but cloud revenue growth may be lower. They also predict a high operating profit for SAP in 2023. For 2024, they expect cloud revenue growth of 24% to 26%, and free cash flow of EUR5.8 billion to EUR6 billion.

SAP Guidance in Focus After Accounting Changes -- Earnings Preview

Moomoo Recap US

Jan 10 15:49

ColumnsWall Street Today | Bitcoin ETFs Approved (For Real?)

RECAP
The S&P 500 hovered ten points below its all-time closing high of 4,796.56 set two years ago.
U.S. stock indexes continued to move higher on Wednesday afternoon as the S&P 500 edged closer to an all-time high ahead of the December inflation report, which should offer more clues on when the Federal Reserve can dial back its almost two-year effort to tighten monetary policy.
The $S&P 500 Index(.SPX.US)$ rose 0.57%, to 4,783. The $Dow Jones Industrial Average(.DJI.US)$ was up 17...

Big day for bitcoin ETFs: Game changer or not?

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