$SAP SE(SAP)$ From Q4 2026 onward, Joule could take a major step from being a passive AI assistant to becoming an executive digital worker operating directly inside business processes. With Agent-to-Agent capabilities, SAP's AI could increasingly act autonomously across enterprise systems, write data back and execute tasks rather than simply provide recommendations. This is where SAP may hold a major strategic advantage: it sits directly on top of mission-critical corporate data and workflows. Competitors such as $Microsoft(MSFT)$ and $Salesforce.com(CRM)$ often depend on integrations into SAP environments, while Joule can operate natively at the c
$Oracle(ORCL)$ I was pointing out buying and holding in a long-term account around $115, and I'd say the same thing again — buy and hold shares in a long-term account. Oracle's aggressive investments should pay off, and this could become a monster in the years ahead. It starts with a solid earnings report showing how they can generate serious profit from the data center investments along with their other businesses. Some people called Larry's approach gambling. He's not gambling. He's positioning Oracle for the kind of compounding, accelerated growth that AI can deliver. Demand is compounding, and profits should follow.