Techwerte im Ausverkauf? Tim Schäfer über Buffett, SAP und die große Chance | Börse Stuttgart

While many investors are discussing AI, tech giants, and potential overvaluations, Warren Buffett is betting on a completely different sector: home builders. ►► Don't miss any regular blog posts from Tim Schäfer! Join the Investor Club now: https://is.gd/SCIDCC 📈 Exclusive information straight from the trading floor ► Subscribe to our free stock market newsletter: https://www.boerse-stuttgart.de/de-de... ► What this video is about: In this conversation, Richard "Richy" Dittrich (Boerse Stuttgart Group) talks with Tim Schäfer (Wall Street Correspondent) about the current market situation, the weakness of many software stocks, and whether the market is currently overreacting. They also discuss competitive moats, market leaders, AI risks, attractive valuations, and how investors can distinguish between hype and genuine opportunities. ► Timestamps: 00:00 ► Market behavior and current opportunities 02:21 ► AI, software, and the fear of obsolescence 03:45 ► The complexity of corporate transitions in large companies 06:58 ► Microsoft, OpenAI, and the AI ​​strategies of tech giants 10:03 ► Long-term investments in market and industry leaders 14:11 ► The US real estate market: situation and opportunities 16:52 ► Home construction, mortgages, and the current state of the construction industry 19:59 ► Ireland as a growth market for real estate and construction 22:50 ► Investment strategies in volatile markets and the importance of patience 25:49 ► Outlook on interest rate developments and future market trends ► Please note our legal disclaimers and information on potential conflicts of interest: https://www.boerse-stuttgart.de/de-de... ► Follow us on social media for even more stock market news: 📷 Instagram:   / boersestuttgart   📱 Facebook:   / boersestuttgart   🤵 LinkedIn:   / 647864   🕐 This video was published on June 9, 2026, at 5:00 PM. Regular updates regarding the content discussed are not currently planned. Instagram: https://www.boerse-stuttgart.de/de-de... 🕐 Stocks mentioned in the video: SAP SE: WKN: 716460, ISIN: DE0007164600 ➡️ https://www.boerse-stuttgart.de/de-de... Microsoft Corp.: WKN: 870747, ISIN: US5949181045 ➡️ https://www.boerse-stuttgart.de/de-de... NVIDIA Corp.: WKN: 918422, ISIN: US67066G1040 ➡️ https://www.boerse-stuttgart.de/de-de... Alphabet Inc. Class A (Google): WKN: A14Y6F, ISIN: US02079K3059 ➡️ https://www.boerse-stuttgart.de/de-de...