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Founded in Germany in 1972 by former IBM employees, SAP is the world’s largest provider of enterprise application software. Known as the leader in enterprise resource planning software, SAP’s portfolio also includes software for supply chain management, procurement, travel and expense management, and customer relationship management, among others. The company operates in more than 180 countries and has more than 400,000 customers, approximately 80% of which are small to medium-size enterprises.

SolarEdge Technologies designs, develops, and sells direct current optimized inverter systems for solar photovoltaic installations. The company system consists of power optimizers, inverters, and cloud-based monitoring platform and addresses a broad range of solar market segments, from residential solar installations to commercial and small utility-scale solar installations. The company sells its products directly to solar installers, engineering, procurement, and construction firms and indirectly to solar installers through distributors and electrical equipment wholesalers.

Super Micro Computer, together with its subsidiaries, develops and manufactures high-performance server and storage solutions based on modular and open architectures. The company serves markets across the Americas, Asia, Europe, and worldwide. Super Micro Computer provides modular blades and blade servers, workstations, full racks, networking devices, GPU computers for training large language models (LLMs), server software management solutions, and a wide range of related products and components. Super Micro was incorporated in 1993 and is based in San Jose, CA.

Markets are extremely volatile today. The negative global market turmoil is spilling over into Week 2. However, buyers have been stepping in and out of the market this morning picking up big name tech stocks on the relative cheap. That's a good sign. The yield on the 10-year Treasury note is at 4.12%. Oil is down 1% and is now at $61 per barrel. Bitcoin is down 5% and is near $78,000. Note that this is a midday snapshot and prices are moving quickly.