SAP

gbcfgh

Or they got caught in the SAP Business Objects glue trap.

Cav829

I wish we could auto-post this every time someone wants to make a [Pets.com](http://Pets.com) joke about why this time it is different. I think we could all pick a few AI companies that will be the Pets.coms if the market crashed tomorrow. There were so many companies from that period that people have forgotten about that were major players. Like my buddy Paul did an internship as Sybase, which funnily enough had pre-crashed in '98 because of an accounting scandal and later got acquired by SAP in 2010. The stock was actually trading near its all-time high at that point because of its whole weird history.

greenpride32

It isn't just about past performance - it is about what constitutes both indices. The top weights of SP500 are dominated by high growth companies - the ones that tend to move the indices up. The top weights of VXUS are majority mature companies. You have a company such as Nestle as top weight. Nestle is a great company and would have returned you a small ransom over decades of time. But they are no longer a company that can carry an index. Then you have some banks, big pharma etc - nice returns, but mature and not outsized returns. So my analysis is way beyond simple surface layer. AZN, SAP and NVS aren't outpacing NVDA MSFT AMZN GOOGL META BRKa/b NFLX. VXUS only has TSM as a top weight outsized return.

-Sliced-

I did the math. Five years timeframe like the original article: | Region | With top 7 | Without top 7 | |----------------------------------|------------|----------------| | Europe – STOXX Europe 600 | +45% | +35% | | US – US large caps (Syntax 500) | +109% | +82% | So US still significantly outperforms Europe, but US's Mag7 are more meaningful than EU's top 7. **Methodology** - for the Europe's Mag7 equivalent I chose: 1. Schneider Electric – +196% 2. Hermès – +159% 3. ASML – +135% 4. SAP – +120% 5. AstraZeneca – +84% 6. Novo Nordisk – +56% 7. LVMH – +30%

HnNaldoR

It's as anecdotal as my own, although as a consultant and now in the financial sector. I can quite confidently say that majority of the big banks and insurers are mostly using mssql. It's surprising that Germany is so supportive of Oracle since they are usually the biggest competitor of SAP

OkFriendSure

SAP dropped 22 %

OkLetterhead7047

1. 724 Solutions — Acquired 2010 → went down (gone). 2. Ariba — Bought by SAP 2012 → went down from 2000 levels. 3. Digital Island — Dot-com collapse → crashed. 4. Exodus Communications — Bankrupt 2001 → crashed. 5. InfoSpace — Peaked ~$1,305 in 2000, later went down to ~$3. 6. Inktomi — Bought by Yahoo 2003 → went down to ~$1.65/share. 7. Mercury Interactive — Bought by HP 2006 → went down from bubble levels. 8. Sonera — Merged/restructured → went down from 2000 hype. 9. VeriSign — Still public (~$250 today) → went down from 2000 peak. 10. Veritas Software — Bought by Symantec 2005 → went down from bubble valuation.

alderson710

Salesforce is one of the main losers in AI With AI you don’t need such a complex CRM: an Ai agent can easily check tickets and answer, escalate or close them.. This is what also people don’t understand on AI, it has a huge impact on business applications such as salesforce, SAP or Service Now

Classic_Acanthaceae2

They did not started as a scam! Actually they build a great DBs that actually was leveraged by SAP. They set the ground for the monster, just like IBM did with Microsoft at their time. Oracle had a great team of developers and a great sales team

Late-Tadpole-2318

“SAP to keep msft’s cloud running if 🥭 orders shutdown” wonder if it has to do with current antitrust moves

notapersonaltrainer

>Name one self made billionaire alive today that wasn't born to a wealthy family and attended an ivy league school. * George Soros – Survived Nazi occupation, arrived poor; London School of Economics; hedge fund legend. * Richard Branson – Dyslexic, dropped out of school at 16; founded Virgin Group. * Mark Cuban – Pittsburgh working-class (father car upholsterer); University of Indiana. * Howard Schultz – Born and raised in Brooklyn public housing projects; Northern Michigan University. * Larry Ellison – Lower-middle-class Chicago, adopted; dropped out of University of Illinois and University of Chicago (both non-Ivy). * John Paul DeJoria – Poor immigrant family, foster care and lived in car; no college; Paul Mitchell hair products + Patrón tequila. * Daniel Ek – Grew up in rough Stockholm suburb; no college degree; founded Spotify. * Michael Rubin – Middle-class Philadelphia, started selling skis as a teen; dropped out of Villanova; built Fanatics. * Tilman Fertitta – Galveston working-class; University of Houston dropout; Landry’s restaurants + Houston Rockets. * Judy Faulkner – Modest Wisconsin family; University of Wisconsin-Madison (public); founded Epic Systems. * Daniel Gilbert – Working-class Detroit, delivered pizzas; Michigan State + Wayne State Law; founded Quicken Loans/Rocket Mortgage. * Changpeng Zhao (CZ) – Immigrated from China, father exiled professor, worked at McDonald’s; McGill University; founded Binance. * François Pinault – Poor rural France, quit school at 16 after being mocked for poverty; no higher education; founded Kering (Gucci, Yves Saint Laurent). * David Tepper – Pittsburgh working-class; University of Pittsburgh undergrad; Carnegie Mellon MBA (non-Ivy); Appaloosa hedge fund. * Paul Tudor Jones – Middle-class Memphis; University of Virginia; legendary trader, Tudor Investment. * Israel Englander – Orthodox Jewish middle-class New York; City College of New York; Millennium Management hedge fund. * Rihanna – Extreme poverty in Barbados, abusive household; no college; built Fenty Beauty empire. * Kylie Jenner – Pre-fame family was middle-class at best; no college; built Kylie Cosmetics. * Ralph Lauren – Bronx son of immigrant house painter; dropped out of City University of New York. * Phil Knight – Middle-class Oregon family; University of Oregon/Stanford MBA (non-Ivy); co-founded Nike. * Shahid Khan – Immigrated from Pakistan with $500, washed dishes; University of Illinois; Flex-N-Gate and Jaguars owner. * Jan Koum – Immigrated from Ukraine, family on food stamps; dropped out of San Jose State; co-founded WhatsApp. * Jack Ma – Failed college exams twice; non-elite teachers’ college; founded Alibaba. * Oprah Winfrey – Overcame extreme childhood poverty and abuse; no college degree; built media empire. * Michael Jordan – Middle-class North Carolina family; University of North Carolina; Jordan brand and NBA ownership. * Jay-Z (Shawn Carter) – Raised in Brooklyn projects; no college; music and business mogul. * Amancio Ortega – Railway worker’s son, left school at 13; founded Zara/Inditex. * Do Won & Jin Sook Chang – Immigrated from South Korea, menial jobs; no college; co-founded Forever 21. * Pavel Durov – Middle-class academic family; St. Petersburg State; founded VK/Telegram. * Li Ka-shing – Refugee family, father died young, quit school at 15; built CK Hutchison empire. * Zhou Qunfei – Rural poverty, orphaned young, dropped out at 16; founded Lens Technology. * David Green – Pastor’s son, modest Oklahoma upbringing; no degree; founded Hobby Lobby. * Ken Langone – Working-class Italian-American; Bucknell University; co-founded Home Depot. * Harold Hamm – Born to sharecroppers, picked cotton; no college; Continental Resources fracking pioneer. * Ma Huateng (Pony Ma) – Electrician’s son; Shenzhen University; founded Tencent/WeChat. * Zhong Shanshan – Extreme rural poverty, dropped out during Cultural Revolution; Nongfu Spring water. * Zhang Yiming – Modest background; Nankai University; founded ByteDance/TikTok. * Leonardo Del Vecchio – Orphaned, raised in orphanage, factory apprentice; founded Luxottica (Ray-Ban, Oakley). * Tadashi Yanai – Tailor’s son; Waseda University; founded Uniqlo/Fast Retailing. * Mukesh Ambani – Middle-class teacher’s son; University of Mumbai; grew Reliance Industries. * Giorgio Armani – Plumber’s son from war-torn Italy, dropped out of medicine; founded fashion house. * Lakshmi Mittal – Modest Marwari family; St. Xavier’s College Kolkata; ArcelorMittal steel. * Roman Abramovich – Orphaned young, started selling plastic ducks; no higher education. * Gianluigi & Rafaela Aponte – Started with one ship, modest origins; MSC shipping empire. * Dietmar Hopp – Middle-class German; public university; co-founded SAP.

Unusual_Onion_983

I think of PLTR as the government’s version of SAP or Oracle E-Business Suite, just built with modern tech. Palantir has “modules” the same way SAP has Finance, Controlling, Materials Management, Production Planning, etc. And in the same way SAP runs order-to-cash, Palantir runs mission-system defence workflows—intelligence collection all the way through the head-spaghetti decision chain. Once an organisation adopts something like SAP or EBS, the system ends up running the business. The vendor can charge whatever they want, slap on bullshit licensing rules (Oracle on VMware…), and you’ll never pull it out. You’ve got a better chance separating shit from toilet paper than ripping out SAP or EBS once the company relies on them. Same logic applies to PLTR. People have wild ideas about PLTR because they have no idea what ERP is or why it exists. And honestly, plenty of ERP consultants only know their own module. Yet the largest companies on the planet don’t magically self-assemble like Autobots; they run on thousands of coordinated inputs. For something like 5G vaccines you need chips from Qualcomm, antennas from Nokia, vaccines from Pfizer, QA from another supplier, autism from WSB, etc. All of it has to turn up in the right place at the right time. To run a business like this you either have to be autistic or implement software to run your operation. For traditional ERP use cases give ze Germans a call, for defence shit call Alex Karp. I think Karp leans into the Bruce Wayne persona intentionally. He picked woke lefties as his enemy because it sells well with traditional defence buyers. The US Defence, sorry, War Department have a nearly $1T dollar budget, they’re the people you have to appeal to.

Willbrooks8781

OH WOW AMAZON WEB SERVICE!!! THATS BETTER THAN AMAZON STATISTICS!!! (Here's another 11 year old, this one thinking Amazon is SAP or something)

lllGrapeApelll

>I am sure some blue collar industries do use AI as well I haven't found a meaningful use for AI on the job yet as a millwright. Now that is partly due to gatekeeping by management and manufacturers. If I had an AI assistant that had access to our SAP records it would make planning easier, diagnostics easier and identification of recurring issues beyond my own notes and records to address root causes. However that's still contingent on proper record keeping. I can use it for some math but I still have to verify how it got to those numbers and ultimately have to do the work myself anyways and anything code related I have to go through the sources it's using.

repo_code

Is TSMC not a tech giant? Samsung? ASML? SAP? HItachi, Panasonic, Sony...? The only way the tech giants are all in the US is if you define "tech giant" as a large US tech company.

HulksInvinciblePants

The focus will ultimately (and always) come down to where the money is. Even if you think AI is getting ahead of itself, you can’t argue the gravity of the moment. With that in mind, where is this all transpiring? Nestle? SAP? Novo Nordisk?

Philip3197

Top Holdings: [](https://finance.yahoo.com/quote/2330.TW/) Taiwan Semiconductor Manufacturing Company Limited**2.77%**[](https://finance.yahoo.com/quote/0700.HK/)TENCENT**1.38%**[](https://finance.yahoo.com/quote/9988.HK/)Alibaba Group Holding Limited**1.05%**[](https://finance.yahoo.com/quote/ASML.AS/)ASML Holding N.V.**1.01%**[](https://finance.yahoo.com/quote/005930.KS/)Samsung Electronics Co., Ltd.**0.74%**[](https://finance.yahoo.com/quote/SAP.DE/)SAP SE**0.72%**[](https://finance.yahoo.com/quote/HSBA.L/)HSBC Holdings plc**0.64%**[](https://finance.yahoo.com/quote/NOVN.SW/)Novartis AG**0.63%**[](https://finance.yahoo.com/quote/ROG.SW/)Roche Holding AG**0.62%**[](https://finance.yahoo.com/quote/NESN.SW/)Nestlé S.A.**0.61%**

_Lucille_

Are we allowed to understand what the company do but still have doubts? The thing is that a lot of those successes come from the palantir website, and those in the know also understand that while a data analytics platform is powerful, their wins are not necessarily unique to the solution, and also understand it also is not some swiss army knife. So, for example, if a company uses gsuite instead of office, they can claim to have saved up millions in operation costs, and reduce delay by 50% (since it makes collaborative work a breeze). Also recommendations from the platform may simply not be viable to implement. It is a very powerful product for data analysis and I can see them getting more customers, but are they worth their current market cap which is currently higher than SAP (which can also argue for similar wins - a lot of companies rely on it to run)? I will honestly have some doubts.

Then-Following-1475

How else would their hardware and software run on AWS. Similar to how SAP ERP system is hosted on Amazon AWS servers to run and integrate the systems together. I give up on some people 😭

Then-Following-1475

Because if you read through the lines carefully, they mentioned it’s a pilot test because they are tweaking their products to optimize it for the specific client (i.e. how SAP customized their ERP systems for each client and so it is tailored accordingly). These pilot tests are not for 1 thing, these factories have different aspects to them, for example monitoring conveyor belt would need its own system, other pilot tests for the solar rooftops, etc. So seems they are getting ready to scale and deploy in mass hence the funding they received to kickstart their growth journey.

Then-Following-1475

Because if you read through the lines carefully, they mentioned it’s a pilot test because they are tweaking their products to optimize it for the specific client (i.e. how SAP customized their ERP systems for each client and so it is tailored accordingly). These pilot tests are not for 1 thing, these factories have different aspects to them, for example monitoring conveyor belt would need its own system, other pilot tests for the solar rooftops, etc. So seems they are getting ready to scale and deploy in mass hence the funding they received to kickstart their growth journey.

BuffaloDesperate8357

It's pretty wild how much the big wig's at my company talk about using "AI" and how much it'll help us. I work in finance and I'll be damned if I can even get any help from IT/Data Analytics on getting data from SAP to PowerBi. So I don't see this going anywhere for us in the near future.

bubblemania2020

🚀 I miss this guy at SAP

sadcringe

Wtf you mean salesforce is modular as fuck If it doesn’t work in your org, that’s on your org; not on NYSE:CRM SF is great. BTFO’s lowcode platforms like SAP, Pega; Mendix; or Hubspot (yuck) or Zoho (double yuck)

Accidental-Genius

The French are the world’s 2nd leading exporter of weapons, and the Swedes make fighter jets faster than anyone. Also, Leonardo has damn near a monopoly on torpedos, and as we all know Airbus is just a dumpster fire of a company with 55% of global market share in aviation. Spotify is obviously a piece of shit Swedish company going nowhere. Nestle definitely isn’t printing money. Novo Nordisk defiantly doesn’t have the most popular pharmaceutical on earth right now. Bayer-Monsanto is just full of lazy Germans who make nothing of course. LVMH doesn’t have lines outside their stores on every continent. ASML is of course generating multi-billion dollar revenue but no one works in Amsterdam. SAP is utilized by almost every large corporation but I have no idea why since the Germans are so lazy. Roche definitely isn’t a global leader in oncology innovation because the Swiss make nothing. Pull your head out of your ass.

Stocks_N_Bondage

## Today's Position Management: - Closed HON calls for solid profit. - Holding TSLA SAP LRCX cuz IV crush, give 'em a few days to be profitable. - Regarding IBM... yea beats everything and falls (?!) at any rate, at the open I added a closer-strike call, as I've observed that when strong companies have an unsupported drop like this, they bounce fast. - Indeed, the new strike put the entire position into profit today. - I do not consider this DCA, because it's a closer strike, and is based on expected bounce dynamics. - For the record I consider DCA to be regarded... ## Today's New Positions for Tomorrow - Calls on BKR CCI GD INTC NEM

WaykonLoL

tf is SAP doing

kaapooj

SAP EPS 1.85 vs est. 1.69

bigGoatCoin

so we're going to pay tariffs for paying for SAP which is developed and started in germany?

kkim121400

zaddy chill im all in SAP puts

Lil_Pulp

Got my SAP calls

Lil_Pulp

Got my SAP calls

Psychological_Car613

What’s your target on IBM and SAP I’m in those too, TSLA? 🤔

JoeCryptex

Cuz U a SAP 🤣🤣🤣

Regardium-Leviosa

There is a non-zero chance of IBM and/or SAP pulling an Oracle tomorrow

Regardium-Leviosa

!p SAP

843OG

SAP going up 12%

Regardium-Leviosa

!banbet SAP 300 4d

WickOfDeath

I also had $245 calls, I bought they would expiring in Dec 2025. I bouhgt them in mid if September with the purpose to ride the momentum after an earnings drop and sold them after the last prime day, Oct 8th with some 15% profit. Question... why did you keep options so long? Why didnt you sell them when they were profitable? You have Mr Trump sitting in oval office, that is no good for long term speculation. Only one thing happens with certainity, they loose time value. For that reason I never hold calls or puts for a long time. Next time where AMZN would move are the black friday week Nov 20th till 28th. I found that buying optoins is only profitable when the extrinsic value (IV, future profits) flip to the downside, that could be half of the option price within minutes. I once did such a trade with SAP calls, they dropped after some news made their way - "AI leads to nowhere and is only a cost factor". The stock dropped in Franfurt trading, it continued to drop in New York trading then the stock price moved only 1, 2 dollars but the call I was watching flipped from 80 cent to 36 and I bought in. A week later SAP recovered becaues everyone said that the investors common sense is "invests into AI pay out later huge". 103% profits...

InclinationCompass

It’s more nuanced than that. Anthropic’s value from enterprise contracts and workflow integrations. Companies like PWC, SAP and Notion pay Anthropic for tools that automate knowledge work/summarization/internal search, saving real labor hours. That’s measurable ROI. And on the healthcare side, it’s not hypothetical. In radiology, AI has been shown to cut workloads by 15–36% by filtering normal x-rays before human review. And in pathology, it has reduced slide review time by up to 65% in prostate cancer studies. These numbers aren’t gimmicks. They’re hard data that proves AI is delivering value. Businesses are paying for time saved, reduced errors and faster decision-making. And that’s exactly what Anthropic and other AI providers are delivering.

TotalBismuth

They went from being SAP to being IBM.

dsbllr

And buy what? Fucking SAP? These people don't know shit

PulIthEld

Thoughts on EQIX? >Equinix, Inc. is a digital infrastructure company, which engages in the provision of a platform that interconnects the foundational infrastructure. It operates through the following geographical segments: Americas, Europe, Middle East, and Africa, and Asia-Pacific. It offers digital services, data center services, interconnection services, and support services. It's actually down on the year, but up quite a bit in the last 3 years. 2 days ago a court date got set for a settlement in an ongoing litigation case. They also have been making new partnerships: >NetApp, Broadcom, and Kochasoft recently announced a collaboration with Equinix to launch a managed infrastructure service for SAP S/4HANA and SAP Legacy workloads running on VMware Cloud Foundation, providing customers with a secure and flexible modernization path as SAP ERP version support deadlines approach. >This collaboration positions Equinix as a key provider for enterprises seeking cost-effective, resilient, and high-performance digital infrastructure solutions during a major IT transformation phase for many SAP users. https://simplywall.st/stocks/us/real-estate/nasdaq-eqix/equinix/news/equinix-eqix-assessing-valuation-in-light-of-proposed-securi?utm_medium=article&utm_source=robinhood https://simplywall.st/stocks/us/real-estate/nasdaq-eqix/equinix/news/does-equinixs-eqix-sap-collaboration-signal-a-stronger-role?utm_medium=article&utm_source=robinhood

MitchCurry

Comcast, Monster, and Oracle all have co-CEOs right now. You mention Salesforce did it but they actually tried it two separate times and both failed. SAP also tried it twice.

Dismal-Conference-76

Never got in on ICOs but funny you mention that, I'm a co founder of a crypto exchange launching on Base in a few months. No ICO though lol, we're planning to IDO after we generate revenue. Id say this about ALIT, with all the euphoria in the markets right now, ALIT is completely excluded from the craze. I couldn't get myself to go in on the OpenDoor play because it's unprofitable, has to reinvent itself, and doesn't control its own destiny as it's so reliant on the housing market to pick up which still doesn't solve their problems. People would rather bet on a failing company like OPEN, than show their support for a company is free cash flow positive and growing earnings and reevnue, and has to the potential to go toe to toe against industry leaders like SAP ($332B market cap) with ALITs very modest $1.6B market cap. I believe this one has all the right ingredients when people are trying to look for a gem, and this checks all the boxes for that. Now it comes down to execution.

Dismal-Conference-76

I think you're misreading the financials. They have $2B in debt, they've paid off $2B in debt in the past 5 years using revenue and cash flows. They've bought back nearly 7% of their stock, and the dividend represents 30% of free cash flow, which is very reasonable. The write down on the health business is already accounted for, and their future guidance already reflects that. Using a DCF model, their stock can be valued between $8 and $11/share, which is why analysts have a strong buy on the stock. United airlines added Alight to their vendors this year, and many other large corporations have done the same. I don't think the risk is bankruptcy, I think the risk for someone likee is someone like SAP could swoop in and offer something like $10/share to buy them out.

Dismal-Conference-76

Its being grouped with anything "software," where the thesis is that software or CRM companies are going away due to AI, hence the reason SalesForce also getting hit hard. However, as we've seen with Snowflake and other software platforms like Unity, if you have a niche and are good at it, can manage the operation well, and are asset light, then you can actually leverage AI to make your Software or CRM solutions superior. Speaking with multiple management employees at various corporations, none of them have even begun to replace their CRM or HR vendors with in house solutions because the costs dont justify bringing it in house, and the efficiency gained with these vendors is quite good. For comparison, Alight's much larger competitor which has more offerings is SAP, with a market cap of $332 Billion versus $1.6B. I've noticed that Alight has several up and coming companies that use their services, so if any of those companies achieve unicorn status, thats major revenue and earnings growth for Alight as well. As they grow, Alight grows. Personally i love the risk reward here. Much easier knowing ALIT is already profitable, paying down debt, and foreacast for big growth. It all comes down to execution.

Limp-Judge-623

Probably. There are also a bunch of other software that industries use like SAP, adobe, google/meta for advertisement etc. Nobody knows what he has on his mind except his circle of friends.

geneman7

Man... Do you read any DD? Here's a free one. We're going to see everyone and their dogs make AI agents, but their agents won't be able to automate across ecosystems. Microsoft automates within its family of applications, but can't automate inside Salesforce, SAP or Google. These giants are often rivals so they don't play well together. $PATH is a neutral entity. They all love working with $PATH and don't see any threat in doing so. $PATH sits on top of the software stack, with its orchestration engine, Maestro. $PATH understands people will use agents within specific platforms, but the Maestro orchestration can monitor and control them all. UiPath enhances interoperability between disparate software systems like no other vendor can. Most companies don't have a single OS. They have a Frankenstein of platforms stitched together. No one wants a bunch of agents littered all over the place doing God knows what. If a large enterprise wants one place to command control and monitor all their automations, $PATH is the logical choice.

Much_Candle_942

regarded software like Adobe, SAP.. and focus would be a lot of real estate, mREITs. I think they're very much ignored in this AI hype

chargedcapacitor

Until we get SAP AI everything is meaningless

UshijimaX

RPA dev here using UiPath daily. You’re absolutely right about this. The “just build it yourself” argument misses the forest for the trees. Sure, any decent dev team could recreate these integrations. But enterprise software isn’t about what’s technically possible, it’s about what’s economically practical. UiPath’s real advantage isn’t the tech itself - it’s that they’ve already done the grunt work. Those SAP connectors? Battle-tested across thousands of deployments. The document processing? Trained on millions of real invoices, not synthetic data. The orchestration layer? Actually handles the messy edge cases that only show up at scale. The low-code angle is honestly genius from a business perspective. Instead of competing for scarce AI engineers, they’re enabling existing business analysts to build automation. That’s a WAY bigger TAM. What really makes me bullish though: they didn’t just lead in RPA - they basically owned the category. Now with APA (Agentic Process Automation), they’re doing it again. They’re not adapting to a trend, they’re defining where enterprise automation is headed next. The migration lock-in you mentioned is real, but I see it differently. Companies on legacy UiPath are the perfect customers for their new platform. The upgrade path is way smoother than ripping everything out for a competitor. Been working with their tools for years and seeing the APA stuff firsthand - the foundation they built with RPA actually translates really well. Same playbook, way bigger opportunity 👀​​​​​​​​​​​​​​​​

kadam_ss

Honestly, openAI is extremely ambitious and they have a real shot at becoming a multi trillion dollar company in 5 years. Musk once tweeted “openAI will eat Microsoft alive” and I think that’s what Sam is trying to do too. OpenAI has a path (although extremely ambitious) to surpass the big dogs like Amazon, Microsoft eventually. OpenAI can gobble up companies like salesforce if their coding tools keep exponentially increasing and add trillions in value. I honestly think companies like salesforce, SAP, Airbnb etc will be a shell of former themselves in 10 years. There was famous article in 2014 or so called “software is eating the world”. The next interaction is “AI will eat software” Sam is playing for the whole thing.

iambatman18x

As a software engineer with 8 years in the industry, I approve this message. I've spent the last few weeks digging into UiPath to see what all the hype is about. Here's my honest take: their older automation products have real limitations. A lot of companies are still using these legacy systems not because they're great, but because migrating away would be expensive and messy, classic technical debt situation. But their new agentic AI platform? That's a different story. It actually solves a lot of these problems. When I first heard about it, my immediate reaction as a dev was: "Why do I need UiPath to build an agent? i can just build an agent on my own? Fair question. And honestly, you *could*. But here's the thing UiPath has spent years building out all the boring infrastructure stuff. They've got pre-built connectors for everything: email systems, Google Drive, SAP, Salesforce, you name it. Plus intelligent document processing, API integrations, and orchestration tools that actually work at enterprise scale. If I wanted to build a custom agent using Microsoft's framework, I'd need to build all of those integrations myself. We're talking weeks or months of development time just to get to the starting line. With UiPath, that entire foundation is already there. I can focus on solving the actual business problem instead of reinventing the wheel. Don't get me wrong, Microsoft's Agent Framework is solid, especially if you're already deep in their ecosystem. But for enterprise automation where you need to connect to dozens of different systems? UiPath's head start matters. A lot.

MonkeySafari79

SAP

muchk95

What innovation and startups? The last scale-up were SAP, and probably Zalando. Even Zalando is very small in terms of market cap

Sufficient_Let905

For example if you thing Google, FedEx, and SAP are going to do well, you can buy shares of those but I was advised not to spend more than 10% of my investment money on individual companies. So for $100k investment money, max spend is $10,000 total on those. The rest of the money I invest in things like VOO (index fund that tracks the S&P 500) and VTI (index fund that tracks the entire stock market). These funds include most of the major companies so you get a good diversity. I also use the rest of that money to put in treasury funds like SGOV or VUSXX. These funds invest in bonds, and their return rates are similar to the current interest rate set by the Fed. Yea, that means a very conservative return, but I go by my risk tolerance because I learned last April I don’t like TOO much volatility lol. Those funds have far less volatility than stocks and index tracking funds.

psykikk_streams

I now there are plenty of medium / big companies that are using cloud infrastructure , but only basically use this as "decentralized / not local datacentre" with high uptime / availability. there are not super many services that warrent REAL cloud infrastructure imho. stable SAP / ERP is the primary example that comes to mind. why would I ever host something that is sized according to users a, licenses and revenue in a real cloud , when I do not need variable / flexible scaling mechanisms ? even on high availability servers in a max tier datacenter, most dedicated servers and infrastructure would still be cheaper than buying the same services off of azure or aws. the studies have been out for years about hidden costs and vendor lock in on actual cloud hyperscaler technology. I do understand the move so that not every run of the mill company needs to build its own datacenter. but then,. all over sudden people kept calling heir own DC "privarte cloud" all over sudden so what do I know

Phiub

SAP is investing 20B to set up cloud services. Its the only company which viable to make such moves.

Sryzon

AI is a useful tool, but it's only as good as its integration. It's like a SAP ERP system. It's powerful as all hell, but you can't just buy it and hit the ground running. You need to spend 6+ months integrating it with your data and business processes. The companies with those IT resources probably already have a lot of automation in their process. Adding AI can improve some of those processes, but we're talking small improvements. The companies that would benefit the most weren't willing to invest in IT before AI and they're not willing to invest in IT now. They'll purchase products like Copilot without doing any additional integration, find out its use out of the box is limited, and eventually cancel their subscription.

WickOfDeath

With the proper stock I can do 60-100% of profit on the initial position when buying the proper strike, acceptable spread and DTEs. Timing is everything. Usually 1-2 months. With the SAP dip I did 113%, with Freeport McMoran around 67%, Goldman Sachs far over 100%, Tesla 60%. Stock picking is the clue and knowledge about the incident that caused the drop. Bad earnings - stay away. Disaster on mining stocks, or rapid changing sentiment on ever-bullish stocks like NVDA or TSLA ... go for it.

RaybanQA

Siemens, SAP are giants.

elpresidentedeljunta

You mean like SAP?

MayorAg

SAP too.

Crazy_Donkies

I'm thinking about buying it. (I don't YOLO anything). They are actually well positioned to implement agentic AI in customers.  Problem is their brand, but I think ORCL and SAP are too. 

Crazy_Donkies

Peer plays?  SAP, IBM, MSFT, NBIS?

Tvizz

P/E of SAP 500 is over 30. Schiller P/E is near 40. Bonds are paying 4-5%. I'm aware that every indicator is, until it is not, valid. However P/E ratios are fundamental to the reason that the markets have value in the first place, and right now they are historically very high. Either this is the "new normal", profits will double in the next few years, or there's a crash coming. Don't think profits will double so it's either crash or new normal to me. Anyways, I would be 50/50 stocks/bonds. If market goes up you get ~75% of the gains you would have. If it takes a dive you have 50% in bonds to buy the dip. If it stagnates dividends and bond yields at least pay you something.

FortyYearOldVirgin

THIS is the right answer. And a lot of companies already are doing that. Oracle, Intel, SAP (not US, I know)... those offices are within walking distance of each other in Bangalore.

cuteman

>we're just the greediest people Er... European large companies are largely luxury brand houses making 3000% margins Makes meta or apple with their 30-70% gross margins look reasonable. Our companies dominate the globe because they're the best at what they do... Innovate. Europe is the best at regulating their industries away which is why SAP is their largest tech company

guy_cloutier

Anyone shorting $SAP ?

Thebaxxxx

Americans dont realize how powerful SAP is. That partnership is way more benefitial than intel/cloudnet or whatever. SAP is also germany based, so that explains the early pumps

Thebaxxxx

Amazon+SAP makes the money go wee 💵

According-Page8618

https://de.tradingview.com/symbols/XETR-SAP/ SAP 300 ths year trust

wearahat03

Your fantasy world is at odds with reality. EU largest companies' sales to China ASML doesn't export any of their most advanced tools there. SAP doesn't sell there. Luxury brand sales are declining. In fact, there was that entire controversy where Chinese counterfeiters were claiming EU luxury products were made in China, shipped to EU to slap a made in EU logo then sold for a premium. Many people believe it. The largest buyer of EU products by far is US then UK with China a distant third. Their share likely will decline at the end of this year as they not buying EU cars. EU imports far more from China than vice versa which is a huge trade surplus in China's favor. China is the leader of supporting Russia, the greatest threat facing EU. Celebrating missteps by US makes no sense

AgileCrypto23

Well you build the workflow, so you can either make it entirely agentic or you factor in humans in the process for approvals. In our case often the travel budget could exceed for last minute travel so can be subjective. We wouldn’t allow AI to decide what is acceptable or not as the internal policy is to seek guidance from travel approvers. The human makes the request, the ai finds the options based on request and internal policies, the human decides what option, if the option is outside of the policy, it goes through two escalation points, if within policy, then needs only a director level approval. Ai then books travel, and then does the appropriate entries into SAP.

AgileCrypto23

Well you build the workflow, so you can either make it entirely agentic or you factor in humans in the process for approvals. In our case often the travel budget could exceed for last minute travel so can be subjective. We wouldn’t allow AI to decide what is acceptable or not as the internal policy is to seek guidance from travel approvers. The human makes the request, the ai finds the options based on request and internal policies, the human decides what option, if the option is outside of the policy, it goes through two escalation points, if within policy, then needs only a director level approval. Ai then books travel, and then does the appropriate entries into SAP.

Low_Map4314

any big US MNC will be given an exception and most foreign companies screwed over .. Accenture over Capgemini , Infosys etc Oracle over SAP? Goldman Sachs over BNP Paribas ? Just thinking out loud here …

Valueandgrowthare

CRM. Some of the best technology sectors with more specific are ITSM and ERP which will be Oracle and SAP.

_Lucille_

Believe it or not they are not some company 10 years ahead. Yes, having a data analytic platform is very powerful, but it is not at a scale where every business and organization would be using it (nor will they even have the data to utilize their products). It is a company with not many offerings, a relatively low headcount, and is already bigger than SAP, salesforce, AMD, etc that has an established customer base of not just governments, but businesses of all sizes. It is significantly overvalued.

Standard-Scar8848

Latin America B2B eCommerce market is projected to reach $4.8 trillion by 2033, registering a CAGR of 23.9% so there is definitely huge potential for growth. Nvni's diversified portfolio definately helps diversify risk. Each portfolio company operates in different verticals and markets within LatAm: * **OnClick** (marketing automation) - benefits when companies increase digital marketing spend * **Leadlovers** (sales funnel/CRM) - defensive, needed regardless of economic conditions * **Mercos** (B2B marketplace) - grows with increased B2B digitization * **Munddi** (their newest acquisition) - adds another layer As for the CEO: Pierre Schurmann is a serial entrepreneur who has founded 7 companies since 1996, including BossaInvest which became the most active Venture Capital in Latin America, leading over 600 investments in B2B startups. His track record includes successfully building and exiting multiple companies in LatAm tech, including Conectis Experience Marketing which served 140+ enterprise clients like IBM and SAP before being acquired in 2006

According-Page8618

SAP calls https://de.tradingview.com/symbols/XETR-SAP/?timeframe=12M are looking insane here

dwburner69

whats better? ive had to work on SAP a few times. it was like using MSDOS with more tabbing.

bigshooTer39

Found the SAP guy

cdttedgreqdh

I just asked chatgpt: Hyperscalers (AWS, Microsoft Azure, Google Cloud, sometimes Meta) are famous for building a lot of their own hardware and infrastructure — from servers and storage, to networking gear, and even custom silicon (e.g. AWS Graviton, Google TPU). So, why would they rely on Oracle (OCI, Exadata, Oracle Database) instead of just doing it themselves when it comes to certain workloads and datacenter buildouts? ⸻ 🔹 Main Reasons 1. Enterprise Lock-In & Oracle Database Dominance • Oracle’s database technology remains deeply entrenched in mission-critical enterprise applications: finance, telecom, manufacturing, ERP (SAP often sits on Oracle DB in older deployments). • These workloads can’t easily be replatformed — too costly, too risky, too regulated. • Hyperscalers partner with Oracle because many of their enterprise customers require Oracle databases to “just work” in the cloud. • Without Oracle-certified infrastructure, those customers would simply stay on-prem. 👉 Example: Azure and Oracle’s partnership (2023 onward) integrates Oracle Database@Azure, letting Microsoft customers run Oracle workloads directly in Azure without migration pain. ⸻ 2. Performance & Certification • Oracle’s Exadata hardware + software stack is highly optimized for Oracle DB. Hyperscalers can’t replicate it without Oracle’s IP. • Many regulated industries demand vendor certification: only Oracle can guarantee compliance, support, and performance SLAs for Oracle workloads. • Hyperscalers could “roll their own,” but customers wouldn’t get Oracle’s backing — and enterprises won’t risk running critical financial databases without official certification. ⸻ 3. Economics & Focus • Building datacenter infrastructure for general compute is one thing; replicating Oracle’s decades of R&D in databases and vertical-specific tuning would be massively inefficient. • Hyperscalers earn more by focusing on elastic compute, AI infrastructure, and platform services rather than re-inventing Oracle’s wheel. • By partnering, hyperscalers monetize Oracle workloads indirectly: customers bring them to cloud (compute, networking, storage revenue) instead of leaving them on-prem. ⸻ 4. Customer Acquisition & Retention • Enterprise CIOs often say: “We’ll only move to cloud if we can bring Oracle workloads with us.” • Hyperscalers don’t want to lose that business to Oracle’s own cloud (OCI). • So, rather than competing head-on, AWS/Azure/GCP integrate Oracle where necessary to avoid blocking cloud migration projects. • Example: Oracle and Microsoft’s deal basically makes Azure a front-end for Oracle’s DBaaS — both sides win customers they’d otherwise lose. ⸻ 5. Regulatory & Compliance Pressures • Banking, government, healthcare often require certified Oracle stacks for auditability. • Hyperscalers can’t “DIY” and still meet those requirements. • Oracle’s certifications are a moat that forces collaboration. ⸻ 🔹 Analogy Think of Oracle in hyperscaler datacenters like Visa/Mastercard in payments: • Hyperscalers could build their own financial rails, but enterprises already rely on Visa. • It’s cheaper and less risky to partner with the entrenched incumbent than to try to rip-and-replace a global standard. ⸻ 🔹 Bottom Line Hyperscalers use Oracle in datacenter buildouts not because they can’t build alternatives, but because: • Enterprises are locked into Oracle databases, • Performance/certification can’t be replicated without Oracle, • Partnerships accelerate cloud adoption, • And it’s economically rational to cooperate rather than fight. ⸻ ⚡ Fun fact: This dynamic is why Oracle has managed to grow OCI (Oracle Cloud Infrastructure) surprisingly fast despite being much smaller than AWS/Azure/GCP — because hyperscalers need Oracle workloads to move to cloud.

lieuwestra

Are you implying SAP could be a major beneficiary of the coming AI revolution that totally isn't a bubble?

OrdinaryPhilosophy32

how on earth is oracle worth 3x SAP, when Oracle revenue is 56 billion vs 36 billion for SAP and the profit margin of SAP is better LOL

Oscillus

They also already have the attention of SAP and that’s a big factor.

LiberalAspergers

There ARE euro alternatives. OVH Cloud being probably the largest, but SAP certainly has the capital and expertise to scale up its offerings if the demand was there.

Eastern-Salary-4446

It is very real, look for SAP and Siemens

fen-q

I work for a euro company and we use SAP. UI and ergonomics from late 90s, early 2000s vibes... and SAP is the biggest tech company in Europe.

haarp1

https://blogs.microsoft.com/blog/2025/06/16/announcing-comprehensive-sovereign-solutions-empowering-european-organizations/ SAP probably also has something.

TulioGonzaga

There's an interesting project called STACKIT with companies like Lidl's parente company and SAP among other German companies.

TAKINAS_INNOVATION

There are good European companies like SAP and Spotify and RACE and others. They’re just not the fancy big names like NVIDIA, Apple, Microsoft, Netflix, Google and Meta etc etc.

This-Manufacturer388

Did you call Airbus a tech company and bring up game studios? Lol List of tech companies with over 100 billion market cap. US: Nvidia, Microsoft, Apple, Google, Amazon, Meta, Crowdstrike, Broadcom, Tesla, Oracle, Netflix, Palantir, Cisco, AMD, Salesforce, IBM, Uber, ServiceNow, Intuit, Artista, Booking, Qualcomm, Texas Instruments, Adobe, AppLovin, Micron, Palo Alto, Lam, AMAT, Analog Devices, ADP, KLA, Synopsys, Intel , Doordash, Cadance (Over 27 trillion in mkt cap) EU: Spotify and SAP.... (450 billion mkt cap)

This-Manufacturer388

Yea, besides SAP and Spotify, mostly non-relevant ones

Guuggel

I don’t know the specifics for the Gemini implementation or technicalities, but for that instance it just pulls text off from PDFs into SAP, which the RPA did before.

ChiChiWana

probably just puts on SAP500 if ur serious. markets been green recently and the passing of the president would definitely rile enough fear for the market to go red

hopelesslysarcastic

A classic example of a “all or nothing” platform. They preach ‘data preparedness’ through a “enterprise taxonomy” that *in theory* is a good idea. In practice, it’s a shitshow. Cuz most enterprises have dogshit data. You need your platform to be able to handle that, to be adaptable. Whatever PLTR is calling their platform now, it only “works” if you migrate your entire data stack over to them. Which is a non-starter for most data-sensitive orgs. And even if you do that, you’re now stuck on their platform, and it still is shit from all the classic big software problems an Oracle or SAP has with next to zero innovation.

Fox_n_Roll

The Euroslump is brought to You by -> SAP (as usual)

greenpride32

Let's take a look at top 10 weights in SP500: * NVIDIA * Microsoft * Apple * Amazon * Meta * Broadcom * Alphabet * Berkshire Hathaway * Tesla Now let's compare it to top 10 weights in VXUS: * Taiwain Semiconductor * Tencent * SAP * ASML * Alibaba * Samsung * Nestle * Roche * AstraZeneca * HSBC While there isn't a bad name on either list, one list has a much larger concentration of revenue and profit growth, and higher margins. Which one do you feel more comfortable with putting your money in long term? There was a time when top market cap stocks were your banks, petroluem and big pharma - and your developed nations all had some of their own. But now as the world has become more digital, technology companies are dominating as they have true economies of scale compared to old industry. The US companies are the clear leaders here and that's why US index has substantially outperformed in more recent years and IMO will continue to do so into the future.