u/ClutchMaxwell

I feel like companies like Sap, Salesforce and Co. got too big of a hit. I understand all the concerns with Ai especially with the current hype but are we actually thinking that a company like SAP which is still worth 200 billlion is going to disappear or will not adap accordingly?

In my opinion its a good opportunity to throw some money into that
Prove me otherwise please

Nearly 100% over the past month. I am thinking of shorting the stock and everyday I get surprised how it just keeps going up. What am I missing here? I know it is the only US-based manufacturer of HBM, good earnings, agentic AI demand etc etc. But eventually there has to be a stop. Or am I the only one thinking that?

Been looking at Microsoft lately and not sure how I feel about it here.

Like yeah, the whole AI thing is obviously a big tailwind and it just keeps grinding up, but at the same time it kinda feels… crowded? Like everyone and their dog is in this trade.

Chart doesn’t look bad, just not sure the risk/reward is great right now unless it pulls back a bit.

I’m stuck between:

waiting for a dip that might never come

or jumping in and risking I’m late to the party

Curious what you guys are doing with it. Anyone actively swing trading this or just leaving it alone for now?