SAP SE O.N.
Commented by André Will-Laudien on May 22nd, 2026 | 07:20 CEST
AI data centers need nuclear power — 70-100% more energy by 2050! Spotlight on American Atomics, SAP, and ServiceNow
The global economy is in the midst of a new infrastructure supercycle, in which the new source of productivity is being sought in the widespread use of digitalization and AI. The physical foundations of extensive AI use are creating unprecedented demand for system components related to energy generation and storage. Electricity, grids, cooling, and raw materials—the demand seems endless. Yet just a few years ago, climate goals were still a major concern. With the explosive growth in demand from data centers, not only are energy sources like nuclear power coming to the fore, but also critical metals for turbines, cables, storage systems, and chips. Goldman Sachs expects data center electricity demand to more than double by the end of the decade—a scenario that makes CO₂-free baseload power a matter of strategic survival. Although nuclear power plants have been largely dismissed in the EU, they are once again moving to the center of the debate as reliable electricity suppliers and are becoming serious partners for tech companies. A deeper look is worthwhile.
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Commented by André Will-Laudien on May 4th, 2026 | 07:05 CEST
Geopolitical Front Lines Redrawn: Why HPQ Silicon, DroneShield, SAP, and Oracle Are Now Indispensable for Investors
After 12 months of extreme volatility and uncertainty, one thing is clear: the modern era is not being decided in an ivory tower, but on the front lines of geopolitical conflicts. Europe's long period of peace is over, and technology is shaping the new wars in ways never seen before. This complex situation is now shaping commodity markets, supply chains, and digital infrastructure simultaneously. Drone technology is emerging as one of the most visible fields where military requirements and industrial innovation converge directly. Battery performance determines not only range and operational capability but also the strategic strength of entire supply chains. At the same time, data specialists like SAP and Oracle are coming into focus because they provide the information and control layer on which modern states and companies operate. Those who invest with an eye on the times, therefore, look not only at weapons and energy but also at the digital infrastructure of SAP and Oracle as part of the new power architecture.
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Commented by André Will-Laudien on April 23rd, 2026 | 07:40 CEST
100% Opportunities Do Not Come Around Every Day! SAP Before a Turnaround, Aspermont Impresses, and Alphabet Bets on SpaceX!
Information is everything! That is precisely why global IT markets, artificial intelligence, and data centers are increasingly moving to the center of strategic investment decisions. Companies such as NVIDIA, Microsoft, and Amazon are investing billions in new AI infrastructure, while competition for high-performance chips, energy supply, and cloud capacity is simultaneously escalating. The key driver for investors lies not only in the growth of AI applications themselves, but also in the strategic value of information utilization. SAP, as Germany's largest software company, has somewhat missed these developments, whereas Alphabet is a leading figure in the global data-driven race on the customer front. Australia's Aspermont is a true standout in its niche: the commodities markets. Those seeking reliable industry information will find it in Perth. Then there is Elon Musk and his trillion-dollar IPO project, SpaceX. Investors today must stay alert if they want to secure strong returns.
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Commented by André Will-Laudien on April 20th, 2026 | 08:50 CEST
Bulls Regain Control? Globex Mining, SAP, and Oracle Gain Ground
The 2026 investment year has so far turned out much better than expected. Despite all the international turmoil and several current hotspots, the S&P 500 index reached a new all-time high of 7,147 points last week. Tech stocks were back in the spotlight, while the recently sought-after commodity stocks took a hit. Critical metals, however, remain the top issue due to disruptions in the Strait of Hormuz. China is now only exporting them in limited quantities, so many analysts already view them as a "showstopper" for economic development through 2030. What can the West do? Little in the short term, but in the long term, import dependencies must be replaced with genuine domestic deposits, many of which must also be brought into production quickly. Regulators are therefore called upon to act, even if the word "quickly" has not yet become part of the official vocabulary in Brussels. At Canada's Globex Mining, a lot is already getting underway. Tech stocks SAP and Oracle have likely finally put their lows behind them.
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Commented by Armin Schulz on April 14th, 2026 | 07:40 CEST
100% Gain Potential? SAP CEO Issues Warning! Aspermont, with Its Moat & Reset, and Snowflake Could Offer Significant Upside
Data is the oil of the 21st century, but not every data-driven business model delivers reliable returns. While tech giants groan under margin pressure and disappointing forecasts, a quiet shift is taking place. Investors are discovering specialized providers with recurring revenues and defensive niches. The trick lies in identifying those companies that turn raw data into predictable cash flows—without hype, but with substance. Those setting the course for tomorrow today are looking at three very different companies: SAP, Aspermont, and Snowflake. All seem to have what it takes to double in value.
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Commented by Stefan Feulner on April 2nd, 2026 | 07:05 CEST
SAP, Desert Gold, Novo Nordisk – Strong Rebound Potential
Donald Trump's surprise announcement that he intends to end the Iran conflict is sparking renewed activity in the markets. After weeks of uncertainty and, in some cases, sharp price declines, sentiment is noticeably improving. Many stocks had previously suffered from geopolitical pressure but could now be poised for a strong rebound. Investors are increasingly looking toward a possible easing of tensions, falling risk premiums, and a return of capital to riskier asset classes.
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Commented by Fabian Lorenz on April 1st, 2026 | 07:05 CEST
Takeover Speculation, Buy Ratings, and 150% Upside? SAP, D-Wave, and Aspermont
Who are the AI winners and who are the losers? This question has been driving the stock market in recent months. Many investors have placed SAP in the losers' camp. As a result, the Walldorf-based company's stock has fallen sharply in recent months. However, analysts see SAP as well-positioned for the AI era. Could a takeover provide fresh momentum? One AI winner is Aspermont. The Australian company possesses a valuable data trove in the commodities sector, which it has digitized over recent years. The plan now is to monetize this data using AI. Analysts expect significantly rising revenues and, in particular, profits. The stock is said to have over 150% upside potential. Meanwhile, shares of D-Wave have more than halved in value this year. Is the quantum hype over?
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Commented by André Will-Laudien on March 26th, 2026 | 07:55 CET
DAX & Gold Correction: 100% Gains Possible with SAP, Kobo Resources, and Oracle
High volatility is shaping daily trading. With the threat of an airstrike on Iranian nuclear power plants, the major stock markets came under extreme pressure. As a result, the closely watched DAX 40 index briefly fell below 22,000 points, in tandem with the NASDAQ. As a reminder, the annual high was set in January at 25,508 points. The price of gold also suffered from the general trend toward liquidity; everything that was not firmly in place was sold off. However, since Wednesday, there have been initial signs of easing, and buybacks are beginning. We are focusing on the promising projects of Kobo Resources in Côte d'Ivoire and also believe that cloud and AI experts SAP and Oracle are poised for a turnaround in 2026. We are convinced that one of these stocks will achieve a 100% return over the next two years. Of course, you are free to choose how to structure your portfolio.
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Commented by Mario Hose on March 23rd, 2026 | 07:25 CET
Hunting for Bargains After the Sell-Off: What Investors Need to Know About SAP, Vonovia, and Pure One Right Now
The stock market currently resembles a battlefield where even the strongest names find little mercy and are getting hammered. Whether it is software pioneers like SAP or real estate giants like Vonovia, the massive sell-off has left deep scars in some portfolios. But while many investors are pulling the ripcord in a panic, something completely different is brewing behind the scenes. The fundamental strength of these companies is often completely forgotten amid the current market noise. Whether AI will really destroy and replace as much as feared at SAP remains to be seen. Things get particularly exciting when you look beyond the horizon to Australia, where Pure One is currently blazing entirely new trails in clean mobility. All three stocks currently share a rather depressing price level, which could, however, form the basis for a massive recovery. In this report, we analyze why sentiment might be worse than reality and where the hidden treasures might be buried. Will SAP and Vonovia find their bottom? And can Pure One celebrate its long-awaited breakthrough through strategic milestones? Read the analysis now on the courage required, new market lows, and the hope for imminent price surges.
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Commented by Carsten Mainitz on March 19th, 2026 | 08:00 CET
Energy Collapse or Nuclear Boom: What Do American Atomics, Aixtron, and SAP Have to Do With It?
Our technological and data-driven world relies on the constant availability of electricity. What does energy security at an acceptable price look like? The answer is: nuclear power. The US has firmly anchored nuclear power in its energy strategy. The EU, as always, recognized the trend too late and is now jumping on the bandwagon. The nuclear industry is thus undergoing a strategic reassessment internationally, with small modular reactors (so-called SMRs) considered a key component of future energy systems. In this broader context, shares of American Atomics are particularly exciting. The company plans to build a fully integrated North American fuel supply value chain, leveraging the political and structural tailwinds.
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