SAP SE O.N.
Commented by André Will-Laudien on December 5th, 2024 | 08:50 CET
Copper shortage, Crypto, and a hunger for energy! What is in store for Super Micro Computer, MicroStrategy, SAP and XXIX Metal Corp. in 2025?
Sharp increases in energy commodities are hindering electrification projects. Copper is indispensable for these initiatives and will become one of the key resources driving innovation in the coming years. Without the red metal, electric motors cannot be built and huge amounts of electricity cannot be transported over land. Copper is also a critical component in designing a completely new energy infrastructure. Trends such as Web 3.0, high-performance computing, cloud computing, and artificial intelligence are further exacerbating the energy shortage. Significant demand increases are expected in China and India, whose resource hunger impacts the entire planet. The race against time is already in its third round; new copper deposits must be developed urgently! Which stocks are at the forefront?
Read
Commented by André Will-Laudien on December 3rd, 2024 | 07:10 CET
Year-end rally: DAX high, Bitcoin, or gold? SMCI, Thunder Gold, Dell and SAP under the microscope
December begins as November ended: New highs on the DAX, high-tech stocks remain in demand, and Bitcoin and gold are consolidating slightly. With only 16 trading days left, now is the time to find the right portfolio structure for 2025. Despite unbridled investor optimism, next year could see a sector rotation that causes the overbought stocks to consolidate and brings long-neglected stocks to the forefront. At Super Micro Computer, many uncertainties are now being put into perspective. Its partner, Nvidia, has not been able to report any new highs since the Q3 figures. On the other hand, SAP is enjoying record growth, having seen one of the strongest rebounds since its founding. What happens now? Here are some ideas for risk-conscious investors.
Read
Commented by André Will-Laudien on November 19th, 2024 | 07:10 CET
Energy-guzzling artificial intelligence – Uranium in focus! Higher prices possible for Palantir, F3 Uranium, SAP and SMCI!
The energy demand is skyrocketing! Currently, high-tech companies from Silicon Valley are investing in power generators and uranium companies. This is because they will all need many times more electricity in the coming years than they do today in order to roll out their AI-driven business models. Artificial intelligence consumes, on average, 10 to 15 times more energy than conventional search engine queries. As a result, industry leaders are no longer willing to leave future energy supplies solely in the hands of governments, as the risk of supply disruptions appears too great. For several months, nuclear companies in the US have been developing so-called small modular reactors, while the EU wants to continue with renewable energies. Investors should weigh these options carefully, as these trends present significant opportunities for growth.
Read
Commented by Fabian Lorenz on November 13th, 2024 | 07:00 CET
Over 100% PRICE GAIN? Nel ASA, SAP, and Myriad Uranium share in analyst review
The new Trump administration is likely to give nuclear energy - and consequently uranium - a further boost. At the same time, Internet giants such as Google and Amazon have already chosen nuclear energy as the solution to their energy needs. Myriad Uranium has a project in the US, and analysts see a 175% upside potential. Experts are also convinced by SAP. They see the software company as the top pick in Europe. However, the stock has already seen significant gains. Nel, on the other hand, has completely different problems. The hydrogen market, despite political support, is simply not gaining momentum. Analysts even consider a new multi-year low possible and recommend selling. Is an acquisition the only answer?
Read
Commented by Stefan Feulner on October 29th, 2024 | 07:15 CET
SAP, dynaCERT, NextEra Energy – Major news paves the way
The third-quarter earnings season is in full swing, and many companies have beaten analyst estimates and raised their full-year forecasts despite the difficult economic conditions. The current trading week features the tech heavyweights Apple, Amazon, Meta and Microsoft. If they deliver convincing results, the leading indices will likely continue their year-end rally.
Read
Commented by André Will-Laudien on September 17th, 2024 | 07:20 CEST
All-time highs and lows! 100% with SMCI, BlockchainK2, and Intel, but Caution with SAP and Palantir
The buying frenzy in the tech sector continues, but performance remains highly differentiated. While the stocks that have performed well are correcting for the time being, the rally continues unabated for the stock market darlings. Interest rate cuts are the fuel driving prices ever higher. The old PE ratio admonishers have been ignored for several quarters now; what matters most now is momentum and sentiment. This week, it is happening again - an interest rate cut by the FED is on the agenda. And as the saying goes: Never fight the FED! Where are the opportunities for dynamic investors?
Read
Commented by Fabian Lorenz on January 26th, 2024 | 07:00 CET
Drumbeats and Buy recommendations: Siemens Energy, SAP, Cardiol Therapeutics
Analysts at First Berlin see over 200% upside potential for the Cardiol Therapeutics share. The biotech pearl is solidly financed to implement its development pipeline. Positive Phase II data and FDA approval for a Phase III trial are expected in the second quarter of 2024, which should drive the share price. Yesterday's top performers included the shares of Siemens Energy and SAP. At Siemens Energy, the situation at subsidiary Gamesa does not appear to be as catastrophic as feared. SAP is fully committed to the Cloud and AI. Shareholders do not seem bothered by the additional costs for the transformation in 2024; instead, they are celebrating future growth opportunities.
Read
Commented by Stefan Feulner on July 24th, 2023 | 08:00 CEST
SAP, Altech Advanced Materials, Varta AG - Positive surprises
The first six months of the stock market year 2023 are already history and have been one of the more successful ones, despite uncertainties due to high inflation rates and growing geopolitical tensions. The German benchmark index DAX alone put in a performance of over 16%. The reporting season for the first half of the year is currently underway. Many companies were able to surprise positively, which should speak for further rising share prices.
Read
Commented by Stefan Feulner on June 29th, 2023 | 07:30 CEST
The profiteers of the new super cycles - SAP, Defense Metals, Hut 8 Mining
Every new innovation takes time and is also not protected from delays. This can be clearly seen in the example of listed renewable energy companies. At the beginning of the new decade, these companies were praised with great anticipation, but disillusionment quickly set in due to the lack of sales and profits. On the other hand, the fact that this sector will prevail in the long term due to the energy turnaround is a foregone conclusion. The situation is similar for artificial intelligence and blockchain technology.
Read
Commented by Stefan Feulner on November 1st, 2022 | 10:59 CET
SAP, Kleos Space, Palantir - Tech stocks about to take off
Whether Amazon, Meta Platforms or Alphabet. Third-quarter figures of the technology giants disappointed across the board, and share prices reached new lows for the year. The Walldorf-based software group SAP presented a completely different picture and surprised investors with better-than-expected sales figures. In the next few weeks, it is mainly second-tier technology stocks that could provide positive surprises. Due to the strong correction of the past months, a trend reversal could be heralded in the long term.
Read