🔹 SAP SE — THE PRICE OF TRANSFORMATION 🔹
$SAP (SAP SE ADR) trades near $173 today — roughly 45% below its February 2025 peak of $281. For a company generating €36.8B in revenue with earnings up 129% year-over-year, that gap deserves serious attention.
📊 What the market is pricing in — and what it’s... 顯示更多 翻譯
🔹 APPLE’S THRONE CHANGES HANDS 🔹
Apple ( $AAPL (Apple) ) just made its most consequential decision since 2011: Tim Cook steps down September 1. John Ternus, the architect of Apple Silicon, becomes CEO.
This isn’t a surprise move — it’s a 25-year apprenticeship completing itself. Ternus joined Apple... 顯示更多 翻譯
📊 $SITM (SiTime Corporation) — SiTime | The Invisible Foundation of AI
There are companies that benefit from AI. And then there are companies required by it. SiTime is in the second category.
SiTime builds silicon oscillators and resonators — the components that keep complex circuits in sync inside... 顯示更多 翻譯
Back in March, everyone was scared — that was the signal.
I said “buy the dip” when sentiment was at its worst. Since then, markets didn’t just recover… they snapped back hard 📈
Here’s the part most people miss: nothing magical happened. The same companies, the same fundamentals. Only emotions changed.... 顯示更多 翻譯
📊 March has been brutal. But history says something different.
The S&P 500 has now posted five consecutive weeks of losses. The Nasdaq entered correction territory — down ~13% from its October peak. The Dow joined it last Friday, closing below 45,200. Year to date, my portfolio reflects a -13.1%... 顯示更多 翻譯
We use our own and third-party cookies on our websites to enhance your experience, analyze traffic, and for security and marketing. For more info, see our Cookie Policy or go to Manage Settings.
Privacy Preference Center
When you visit any website, it may store or retrieve information on your browser, mostly in the form of cookies. This information might be about you, your preferences or your device and is mostly used to make the site work as you expect it to. The information does not usually directly identify you, but it can give you a more personalized web experience. Because we respect your right to privacy, you can choose not to allow some types of cookies. Click on the different category headings to find out more and change our default settings. However, blocking some types of cookies may impact your experience of the site and the services we are able to offer.
More information
Manage Consent Preferences
Strictly Necessary Cookies
Always Active
These cookies are necessary for the website to function and cannot be switched off in our systems. They are usually only set in response to actions made by you which amount to a request for services, such as setting your privacy preferences, logging in or filling in forms. You can set your browser to block or alert you about these cookies, but some parts of the site will not then work. These cookies do not store any personally identifiable information.
Performance Cookies
These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site. All information these cookies collect is aggregated and therefore anonymous. If you do not allow these cookies we will not know when you have visited our site, and will not be able to monitor its performance.
Functional Cookies
These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.
Targeting Cookies
These cookies may be set through our site by our advertising partners. They may be used by those companies to build a profile of your interests and show you relevant adverts on other sites. They do not store directly personal information, but are based on uniquely identifying your browser and internet device. If you do not allow these cookies, you will experience less targeted advertising.
Cookie List
label
ConsentLeg.Interest
label
label
label
Sat Aug 08 2026 07:25:46 GMT+0000 (Coordinated Universal Time)