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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", sykesix asked the members: "What do you do if you arrive early at movie besides go to the snack bar?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Investment Strategies / Falling Knives
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Author: Said ✧  😊 😞
Number: of 1251 
Subject: Re: FKA: SAP SE
Date: 05/08/26 5:19 PM
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No. of Recommendations: 5
Nobody talking about SAP anymore? After a long talk with somebody who knows SAP very intimately I came to the conclusion this falling knife is a huge opportunity for the long term and will start a position tomorrow.

Seems I have to correct several misconceptions I had. Apparently AI is far more revolutionary than I thought. And contrary to what I thought it's not a threat but an opportunity for SAP and they are well positioned to take full advantage of it.

I was told it will last/take another 4-5 years of several waves until all the advantages will have finally reached the last end customers.

And what I was told re the acceleration of AI just within the last 1/2 year is simply astonishing. He gave me examples of that acceleration in the last months I could never imagine. It´s not a straight line at all.

Btw, for him the fear that many programmers will loose their jobs, is a distorted perspective, saying that it´s more a generational change. That there are quite a number of programmers who have an aversion, simply don't want to use the new tools the way they could, and that they are replaced by a new generation coming from the universities.

P.S.: While my guy, being in the business, saw all this only positive, me, always the skeptic, after what I was told see "Terminator" at the gates far closer than before.
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This community has written 1,241 posts about Falling Knives. The article-length ones it recommended most:
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