The Analysts

@unclealpha007

@unclealpha007 · Wed, Aug 12

Asymmetric Bets@UncleAlpha007
Smart dude alert 🚨 This post is spot on. SAP is going to win because BDC — the amount of companies/customers out of compliance now is MASSIVE — customers are pulling data out of $sap to snowflake/databricks etc and SAP is just now trying to break the news “lightly” that you
23d agoview on X ↗

tweeted Wed, Aug 12 · counted from Thu, Aug 13 close

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Long SAP · High confidence

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High0.95

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Thu, Aug 13 · market close

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Leaderboard position per scored day — never a price chart. Other calls were active in this window; no single call is credited.

Active call · day 22 · fades out by Sep 23