Artikel von Andreas Wimbauer
Andreas Wimbauer completed his engineering studies at the University of Ulm in 2008 and has since worked for 15 years in the industry in the fields of mobile communications, hydropower plant construction, and voice control in the automotive sector. However, since his school days, he has been captivated by the stock market, shares, and capital markets and has never lost interest. To this day, he invests long-term in quality, growth, and dividend stocks, primarily from the US market. As a solid core investment in his portfolio, he uses ETFs and additionally mixes in a few individual stocks that, in his opinion, are suitable for a buy and hold portfolio due to their unique market position and published financial figures over the long term.Latest from Andreas Wimbauer
Strategic breakthrough in court! Qualcomm resolves licensing conflicts and secures the AI age!
Jury victory against Arm: Jurors confirm breach of contract by Arm, Qualcomm secures operational freedom...
Audience Magnet Sports! Netflix secures broadcasting rights for the Football World Cup 2030 in Spain!
Exclusive Live Rights: Netflix secures broadcasting rights for all 104 matches of the FIFA World Cup...
Visa Opens the Door to China! Suddenly, the Record Rally Gets an Additional Growth Driver!
Just last week, I wrote about why stablecoins and AI agents could open the next evolutionary stage of...
DHT Holdings: Record Freight Rates on the World Seas! DHT Achieves Strongest Quarter in Its History!
For weeks, the oil price has been rising to high levels near 100 USD, and Trump has so far failed to...
RTX in Expansion Mode! Over $30 Billion for its Missile Systems Strengthens Order Books!
Military Record Orders: RTX secures large contracts for the SM-3 IB and SM-6 missile systems to bolster...
Expansion of Computing Infrastructure! AMD Helion is Specifically Designed for AI Agents and Expands the Ecosystem!
New Rack Architecture: AMD Helion is based on OCP standards and enables flexible configurations of...
Meta Launches Another AI Model! With Muse Wonder to Personal Superintelligence!
Model Initiative: Meta releases the Muse Wonder and Muse Wonder Full model series for enhanced, autonomous...
Fortinet has become my high-flyer! This AI security bet could run for a long time!
Fortinet (i)(FTNT) has become one of the high-flyers in my portfolio. I predominantly bought the stock...
30 Quarters of Consecutive Double-Digit Growth! e.l.f. Beauty Conquers Europe and Brazil!
We start the week with the "Consumer Defensive" sector, which is currently up by 1.53%. We dive into...
SpaceX Fuels Cell Towers! The 8 Billion USD Trigger Moment for Crown Castle!
8 billion USD deal: SpaceX acquires the 800 MHz spectrum from Grain Management for 8 billion USD in...
Over 300 Neocloud Providers Compete for GPUs! Nvidia's Insatiable Hunger for the AI Ecosystem!
Targeted Acquisitions: Nvidia is negotiating the acquisition or increase of its stake in Reflection...
Efficiency Meets Expansion! How Amazon Solidifies Its Market Position with AI Deals and Hardware Offensives!
Billion Acquisition in the AI Sector: Amazon is negotiating to buy Decart AI for around $7 billion...
The Visa network is becoming more powerful! Now stablecoins and AI agents are joining in!
Something exciting is happening at Visa (i)(V). As political pressure on credit card fees increases,...
Ollie’s Bargain Outlet: Good Stuff Cheap! Discount King Ollie’s Bargain Outlet Gains Traction!
Only 4 sectors have shown a negative performance over the last 4 weeks. We will focus on the "Consumer...
A 50 Billion USD Burrito! Starbucks Evaluates the Largest Restaurant Acquisition for Chipotle Mexican Grill!
Historical Dimension: A deal with an estimated volume of around 50 billion USD would be the largest...
SpaceX challenges the mobile giants! Purchase of a nationwide 800-MHz band for Starlink!
Attack on the mobile market: SpaceX acquires a nationwide 800-MHz frequency package to establish Starlink...
Alphabet Launches Its Offensive Against Muse and Dots! Gemini Agent Redefines the AI Power Struggle!
Response to Competition: Alphabet counters Meta and OpenAI's agent initiatives with the universal...
Ciena: 30% Annual Revenue Growth by 2029! Ciena Delivers High-Speed for the Global AI Era!
The sectors are coming closer together in our ranking, but the "Technology" sector retains its top position...
Dell Explodes by 284% in Just One Year! The Real AI Story May Just Be Beginning!
Dell Technologies (DELL) has undergone one of the most remarkable transformations in the technology sector....
Applied Digital accelerates its growth! Revenue rises by 322% and an additional 1 GW secured in Finland!
Revenue surge: Revenue climbs by 322% to USD 341.9 million in Q1 2027, significantly exceeding analysts'...