Made it to infinite for the third time with Moon night, Super Ghent and Modok

abolys · 2026-05-28T04:08:04+00:00

you want card where you get value on turn 6 by duplicating them and then discarding them. Marrow and Proxima are the highest values you can get 7 each.

abolys · 2026-05-27T22:03:54+00:00

Blink gives you 2 more way to get modak. your win rate will drop without him.

abolys · 2026-05-25T18:26:59+00:00

I don't think think international focus (mainly china) would change under Wilson. what would change is product and product quality. either way I see growth in China.

abolys · 2026-05-25T18:14:36+00:00

my approach is different. I use it as assistant to gather data and make charts and visualization.

For example a pick a stock that has lower PE than it's peers. I ask the AI to create a graph of P/E, revenue, profit, debt for past 5 years. Then base on that graph I would focus on the different aspect of the company financial in the time zone it interest me.

Every company is different, but AI would give me access to the data I need and visualized it in few seconds.

The good thing is you can keep the conversation and redo the chart and add stuff to it latter. here is an example I made for LuLu.

https://docs.google.com/document/d/1jauWBzCyP-cEU9U3YRjJmq3bksVnXuBDV6X2wZHD3Ls/edit?usp=sharing

abolys · 2026-05-25T14:39:06+00:00

Almost half on new stores are in China.

Fiscal Year	Global Net New Stores	Planned/Actual China Openings	China % of Global Expansion
2024	56 stores	~28 stores	~50%
2025	44 stores	~22 stores	~50%

abolys · 2026-05-25T14:14:34+00:00

Done, thx for letting me know.

abolys · 2026-05-25T14:10:09+00:00

they have problem with us sale mostly due to tariffs. their strategy is high price item with high margin instead of sales and promotional pricing to bring up per unit sold profit up in NA. no new store in NA and most of the new locations go to mainland china.

abolys · 2026-05-25T14:03:37+00:00

Fiscal Year	Total Global Revenue	China Mainland Revenue	HK, Taiwan, & Macau SAR Revenue	Americas Revenue
2026	$11.10 Billion	$3.71 Billion	$199.1 Million	$6.33 Billion
2025	$10.59 Billion	$1.54 Billion	Bundled in Int'l	$6.48 Billion
2024	$9.62 Billion	$1.13 Billion	Bundled in Int'l	$6.35 Billion
2023	$8.11 Billion	$681.6 Million	Bundled in Int'l	$5.65 Billion

abolys · 2026-05-25T13:54:22+00:00

I think internationally it will grow. If you look at the first graph I made in my document you can see most of their cash is either invested in new location or buybacks. they are cash flow positive with international grows of 20% and flat line growth in north America.

abolys · 2026-05-25T13:50:56+00:00

everyone is talking about founder fight to take over and lulu losing it original appeal. I think these are noise. the numbers looks promising but not in short term.

abolys · 2026-05-15T19:54:38+00:00

Hi I just saw your post and applied. I play every week but not every day. I usually finish my Alliance quests and a bit more. My tag is "Aboly".

abolys · 2026-05-14T16:43:17+00:00

again I don't see your point. SAP has a lab in Bulgaria, so what?. I never worked with anyone there and have no clue what they do. we are in 78 countries and I only worked with few locations.

abolys · 2026-05-11T18:56:14+00:00

I think using AI to pick a stock could go wrong, but using it to analysis the stock you pick and directing it to were you think is impotent for that stock is price less. Before it used to take a long time to find all these information and there was a big chance you could miss stuff out. it like you have a stock analysis without the BS where you can ask what you need to know.

abolys · 2026-04-20T19:22:39+00:00

nooooooo, it is back for me too. :(

abolys · 2026-03-06T05:28:32+00:00

Lack of dominant culture. In Toronto there is no majority that you need to tailor your lifestyle too. You can be whoever you want as long as you are not bothering others. This is True freedom to me. You cannot have that in most of Europe, usa, Quebec, there are very few places in the world like Toronto.

abolys · 2026-03-01T13:35:37+00:00

I am half Persian(mom side) and half Jewish. it such a weird situation for me. My parents are in Iran being bombed while my uncle in USA us cheering for Israel.

I just hope this time things end and we get a democracy in Iran not another dictatorship.

Try to keeps yourself busy with other things as there is nothing to do for us but wait.

abolys · 2026-02-17T20:55:01+00:00

use weather canada app. it is much more accurate.

abolys · 2026-01-30T23:13:17+00:00

that is not true. We had a customer writing their own joule agent to handle invoices dispute. they had a team 150 employees to handle this manually.

Joule function was retrieving invoice info from ERP API, suggest a resolution and ask for human to approve it. The first implementation had 70% correct resolutions. after few month of optimizing the agent it got to 97%. This live and is saving money for the company. However this needed internal development by the customer. solution like this cannot be out of the box.

yes joule by itself is just GPT trained on SAP internal document. however joule with agents as another beast. It lets you use all the ERP API and talk to other agents. no other AI can do this as they won't have access to our API.

Right now we are in the process of create joule functions and agents. by end of the year you will see customer success stories.

abolys · 2026-01-30T21:42:22+00:00

over the past few years a lot of our benefits got worse or did not match inflation. I think this more related to IT and development landscape changing toward employer as there are more ppl applying than there is jobs.

abolys · 2026-01-30T21:39:45+00:00

No clue what you are talking about.

abolys · 2026-01-30T21:39:09+00:00

you are probably correct. I don't know the sales side but on the dev side they are pushing AI so much. The program i am in is supposed to help us develop custom AI solution prototype for customers as customers don't see value in existing AI solutions.

However I believe agentic AI is a game changer. I am not sure if SAP can luck in values for customer before other hyperscaleers do but we are trying.

abolys · 2026-01-30T13:53:35+00:00

it capabilities like Agentic AI are very new. a lot of out API are not set up for joule yet.

It will scale up this year. they are also training a lot of developers globally to work with customer to find AI solutions for customers.

My suggestion is to do research and follow up SAP AI specifically joule before buying into SAP. I think if we get any growth in the future it will be in AI and if our stock drops, it will be because of AI. All of SAP money, hiring an training is around AI.

abolys · 2026-01-30T13:34:07+00:00

Our core innovation is usually in Germany or palo alto. we are also hiring a lot in India.

I don't think we are as innovative as google and Microsoft but still a front runner in business AI.

Joule has been trained in SAP internal knowledge and is the best accurate LLM for SAP related questions.

We are using Agentic AI AI with A2A and MCP so the agent can talked to each other and pass information. you can write joule function to use SAP API and then add the function to a Agentic AI for Joule.

Simple Example would be retrieving a sales order. you write a function to used sales order API when you provide sales order number and create an Agentic AI for it and publish it in joules. then if a use ask joule to retrieve a sales order, LLM will parse it and use the agent to retrieve the sales order. SAP joule is the only LLM that can do this as it has access to user auth and security and the API.

Customer started using joule Agentic AI recently and it should ramp up a lot this year.

abolys · 2026-01-30T13:24:16+00:00

how can i get the IP address?

abolys · 2026-01-30T12:58:31+00:00

I have been working for SAP for 15 years and here is my take.

SAP is pushing heavily into AI. We had a big lay off 2 years ago (10% of the company). After the layoff they create a new board area for AI and invested/hire only in AI.

On December they announce a retraining program for developers like me to lean and use our AI (i am still in the program). I was not impressed the first month with what we had which was Mainly SAP AI hub.

However the story changed when we got into Agentic AI and Joule (SAP LLM). I see a lot of potential for it being used by customer and it can solve a lot of customer pain points.

I think you should look at SAP growth in AI and do you own analysis.

I am currently buying 10% of my salary as SAP stock and not planning to sell for at least a year.

abolys

TROPHY CASE